Friends Reunion 2 - Five Allocators Riff on Investing

Jon Harris, Casey Whalen, Meredith Jenkins, Brett Barth, and Ted Seides





Episode: 271
September 19, 2022

Episode Description:

Last year, four of my oldest friends in the business and I got together to banter about a range of investment topics. Now admittedly, I pretty much had to pull their teeth to make it happen that first time, but after having so much fun with it, our old gang didn’t hesitate to do it again.

Our dinner crew - Meredith Jenkins from Trinity Wall Street, Casey Whalen from Truvvo Partners, Brett Barth from BBR Partners, Jon Harris from Alternative Investment Management and I - gathered and riffed on long/short hedge funds, private markets, Africa and other empty rooms, potential canaries in the coal mine, continuation funds, co-investments, our favorite investment types, and blind spots. At the end, we had a chance to pay a tribute to Jon’s father, the legendary Ira Harris, who graduated from his amazing life here on Earth earlier in the year.

Show Notes
4:45 Public markets
8:20 Passive and active portfolios
11:26 Evolving view of value stocks
13:53 Interest rate environment
17:50 Private markets
28:48 Empty rooms
32:28 Opportunities
36:08 Raising alarm bells
38:18 Secondary activity and continuation funds
44:54 Closing questions

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