The Balancing Act: ”Bigs” and Boutiques, Alpha and Beta, and Thinking Like an Allocator

October 26, 2021

In a second conversation, Stacy Havener and Aaron Filbeck, CFA, CAIA, CIPM, FDP cover a variety of topics, including the current state of boutique asset managers, building more resilient and balanced portfolios across a number of factors, and what it really means to think like an allocator.

To listen to the "Masters of Scale" podcast by Linda Rottenberg, CEO of Endeavor, "The Next Silicon Valley," access it at: