Sheryl Mejía, CFA, - Steward Asset Management
In this episode, Joel Palathinkal engages with Sheryl Mejia to explore her professional journey, delving into her transition from the New York Common Retirement Fund to Steward Capital. They discuss anchor investment strategies, private equity trends, and the market's impact on buyout strategies. The conversation highlights the overlap between healthcare, consumer industries, and sustainability, with a focus on opportunities in the elderly care market. Sheryl shares insights on the influence of early investors on fund management and how emerging managers can differentiate themselves. The episode concludes with advice for new fund managers on relationship management and communication strategies, along with Sheryl's future plans.
Key Points
- Differentiation in the investment world often hinges on the unique expertise and value-added services that managers can provide to their portfolio companies.
- The current market conditions present a unique opportunity for private equity investors to acquire valuable companies at more attractive valuations, driven by a combination of higher interest rates and economic uncertainties.
- Effective relationship management and consistent follow-up are crucial for emerging fund managers to build trust and credibility with limited partners, emphasizing the importance of responsiveness and meaningful communication.
Chapters
| 0:00 | |
| 1:30 | |
| 6:39 | |
| 10:19 | |
| 18:15 | |
| 26:05 | |
| 33:44 | |
| 37:32 | |
| 44:47 | |
| 51:26 |
Transcript
Loading transcript...