Michael Collins, Portfolio Manager at Boston Advisors: Portfolio Construction after the Recession & Crypto Vehicles for Institut
Joel Palathinkal and Michael Collins dive into investment management, starting with Michael's background. They discuss managing client expectations, market behaviors, and Michael's investment thesis, touching on stock concentration and the future of crypto and blockchain. The conversation covers speculative markets, risk management, and qualitative investment measures, focusing on Facebook stock. They also explore ESG considerations, stock analysis, and collaboration in portfolio management, along with dividends, pension funds, and the venture capital landscape. The episode wraps up with strategies for digital lead generation, competition, and reputation management.
Michael Collins is a Portfolio Manager at Boston Advisors. We talk about how living through the financial crisis impacted several people’s perspectives when it comes to their careers and finances. We talk about how he develops his own investment thesis and how crypto Investment vehicles are still needed for getting institutional investors finally on board. We also talk about how the venture capital lifestyle in itself is what helps to drive alpha in the private markets, Direct investing vs. through a fund, and we finally have some fun talking about ghost stories & what our fears are. Stay tuned in for a super fun inaugural episode!
music credits:
Clouds by MBB | https://soundcloud.com/mbbofficial
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution-ShareAlike 3.0 Unported
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Transcript
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