In this episode of Rosemont’s Global Investment Leaders podcast, Rosemont CEO Chas Burkhart speaks with Okabena Investment Services Chief Investment Officer Dennis Santosabout his current investment priorities, his perspective on investment cultures, and the qualitative side of analyzing investment opportunities. Is there a culture of mutual respect? Do the portfolio managers listen to input from their analysts? How do people interact together in an informal setting? These are just a few questions Santos considers when analyzing potential new investments.
During their discussion, Burkhart and Santos discuss:
- The difference between working for a large global asset manager compared to a boutique multi-family office
- The strategies, managers and products Santos is currently interested in, from life sciences and biotech to event-driven strategies with low correlation to other assets
- The history of Okabena and its origin with the Dayton Hudson Corporation and the Dayton Family, who created the concept of the indoor shopping mall
- The “glue” that binds investment teams, from employee ownership to mutual respect
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