))
Rosemont Roundtable: Exploring the Business of Investment Management (Formerly Global Investment Leaders)
«
»
Inside an Investor's Mind, with Okabena CIO Dennis Santos
Manage episode 321838163 series 3316355
Content provided by Chas Burkhart. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chas Burkhart or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode of Rosemont’s Global Investment Leaders podcast, Rosemont CEO Chas Burkhart speaks with Okabena Investment Services Chief Investment Officer Dennis Santos about his current investment priorities, his perspective on investment cultures, and the qualitative side of analyzing investment opportunities. Is there a culture of mutual respect? Do the portfolio managers listen to input from their analysts? How do people interact together in an informal setting? These are just a few questions Santos considers when analyzing potential new investments.
During their discussion, Burkhart and Santos discuss:
- The difference between working for a large global asset manager compared to a boutique multi-family office
- The strategies, managers and products Santos is currently interested in, from life sciences and biotech to event-driven strategies with low correlation to other assets
- The history of Okabena and its origin with the Dayton Hudson Corporation and the Dayton Family, who created the concept of the indoor shopping mall
- The “glue” that binds investment teams, from employee ownership to mutual respect
35 episodes
Share
