The Role and Functioning of Investment Committees | Durable Value Ep. 72
Description
In this episode of Durable Value, Joe and Ryan weigh in on the essential role of investment committees in making sound investment decisions. They discuss how investment committees serve as a system of checks and balances, ensuring alignment with overall objectives and providing a platform for objective critique and strategic approval. The conversation covers various topics, including the structure of their investment committee, the importance of experience, the dynamic nature of investment committees, and real-life scenarios illustrating their decision-making process.
00:00 Introduction
00:03 Role and Importance of Investment Committees
00:10 Functioning of Our Investment Committee
01:48 Team Experience and Responsibilities
03:04 Investment Committee Memo and Data Points
04:48 Dynamic Nature of Investment Committees
06:46 Pre-Flight Process and Strategic Conversations
09:00 Case Study: Evolving Deals
12:02 Final Thoughts
United States
