Summary

In this conversation, Larry Powell shares his insights on evaluating investment managers, emphasizing the importance of maintaining control over assets, understanding the differences between managed accounts and commingled funds, and the necessity of thorough due diligence. He discusses the evolution of investment platforms, the significance of a manager's location, and the value of geographic diversification in investment strategies. Larry stresses that investors should not solely rely on consultants but should conduct their own research to mitigate risks, especially in the context of potential fraud.

Sponsored by:
Real Advisers, Austin, Texas

Special thanks to:

Larry Powell: https://www.linkedin.com/in/lrpowell

Grable Martin PLLC

Red Sun Creative, Austin, Texas

For more information: AltInvestingMadeEasy.com

Please contact us: [email protected]

Roland Wiederanders: [email protected]

Sarah Florer: [email protected]

Takeaways

• Do not give up control of your assets.
• Managed accounts provide better transparency and control.
• The risk of fraud is significantly lower with managed accounts.
• Investors should conduct their own due diligence.
• Location of fund managers can indicate their priorities.
• Ongoing due diligence is crucial for hedge fund investments.
• Geographic diversification helps avoid redundant investment philosophies.
• Investors should verify information rather than trust blindly.
• Understanding the long story of a manager is essential.
• The evolution of investment platforms reflects investor demand.

Chapters

00:00 Understanding Managed Accounts vs. Commingled Funds

08:19 The Evolution of Investment Platforms

10:15 The Importance of Location for Fund Managers

23:04 The Necessity of Due Diligence

35:21 The Value of Geographic Diversification

Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.”

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