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CFO Rajeev Viswanathan on his top priorities in financial allocation strategy
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What does capital allocation look like in an asset management company? What’s the impact of interest rates on capital allocation? Will cash flow asset owners deploy more in the near future? These and more questions are answered in this week’s episode.
Sheret is joined by Rajeev Viswanathan, the Managing Partner and Chief Financial Officer at Forum Asset Management, a firm that is focused on investing their own balance sheet infrastructure, private equity, and real estate with a focus on development. They discuss the dynamics of capital allocation, internal purchases, and the impact of interest rates in an asset management company focusing on the real estate industry.
Highlights
(00:53) Rajeev’s intro and background
(01:39) How an asset management business works
(02:21) Capital allocation between the different asset classes
(05:32) Opportunity versus valuations
(07:31) How do interest rates dictate capital allocation decisions?
(09:31) How purchases are done internally at Forum
(11:44) What’s keeping Rajeev up at night
(13:04) Rajeev’s prediction of interest rates
(14:28) Will cash flow asset owners begin deploying more aggressively next year?
Quotes
‘The things that take companies down is not having access to liquidity.’
‘You’re seeing a disconnect between public market valuations and private market valuations. We are seeing private market valuations, there's a disconnect between buyers and sellers. It's in what I would call its price discovery mode right now.’
‘One of the key things is being able to find like minded investors to work alongside. What I tell you is a lot of the like minded investors today; everybody's sitting on their hands. There's a lot of uncertainty out there.’
‘I think the inflationary pressures are here to stay, you're not going to see rates where they were pre COVID. They're going to be higher than what everybody expects.’
Learn more and connect with Rajeev:
LinkedIn: https://www.linkedin.com/in/rajeev-viswanathan-cpa-ca-cfa/
Website: https://forumam.com/
Learn more about the host, Sheret Ross: https://www.cardata.co/team
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