Ned Brines: Chief Investment of Strategy - Single Family Office

The Investor With Joel Palathinkal

The Investor with Joel Palathinkal is a global omni channel show which highlights institutional investors from all walks of life and supports the continuing education for the next generation of allocators

Ned Brines: Chief Investment of Strategy - Single Family Office

S1 E13 • Mar 31, 2025 • 56 mins

In this episode, Joel Palathinkal is joined by Ned Brines to discuss the intricacies of investment strategies and career development. Ned shares insights from his role at Arnell and reflects on his educational background and early career advice. They explore leveraging historical knowledge in investing, persistence in job hunting, and changes in recruitment practices. The conversation covers the importance of accountability, resilience, and work-life balance in investment roles. Ned highlights career progression, lessons from George Argyros, and family office strategies. They delve into asset allocation, manager traits, venture investments, and trends in real assets, concluding with an anecdote about Sam Zell.

Key Points

Understanding the value drivers within a business and ensuring investments translate to profitability are crucial lessons for successful investing.
Building and leveraging a strong professional network can significantly increase your chances of securing job interviews and career opportunities.
Allocating investments across growth, defensive, and real asset classes based on economic scenarios allows for strategic flexibility and risk management.

Speakers

Ned Brines

Guest • 80%

Dr. Joel Palathinkal

Host • 20%

Chapters

0:00	Identifying value drivers and podcast introduction
1:00	Introduction of guest Ned Brines
2:46	Ned Brines on his role and achievements at Arnell
5:04	Educational background, career beginnings, and advice
7:41	Leveraging education and historical knowledge in investing
10:16	Entry into investment banking and persistence in job hunting
12:13	Recruiting changes, interview preparation, and decisiveness
17:33	Accountability and decision-making in investment roles
26:22	Challenges of resilience, work-life balance, and career expectations
29:58	Job hopping and skills for investment careers
36:27	Career progression and lessons in investment roles
41:32	Contributions of George Argyros and family office strategies
44:06	Asset allocation, non-correlated assets, and portfolio management
47:05	Traits of successful managers and fund alignment
49:17	Venture investments and hard assets
51:53	Trends in real assets and multifamily opportunities
54:11	Anecdote about Sam Zell and closing remarks

Transcript

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