The Role and Functioning of Investment Committees | Durable Value Ep. 72

Durable Value: An Investor's Podcast

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15d ago 13:13

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In this episode of Durable Value, Joe and Ryan weigh in on the essential role of investment committees in making sound investment decisions. They discuss how investment committees serve as a system of checks and balances, ensuring alignment with overall objectives and providing a platform for objective critique and strategic approval. The conversation covers various topics, including the structure of their investment committee, the importance of experience, the dynamic nature of investment committees, and real-life scenarios illustrating their decision-making process.

00:00 Introduction

00:03 Role and Importance of Investment Committees

00:10 Functioning of Our Investment Committee

01:48 Team Experience and Responsibilities

03:04 Investment Committee Memo and Data Points

04:48 Dynamic Nature of Investment Committees

06:46 Pre-Flight Process and Strategic Conversations

09:00 Case Study: Evolving Deals

12:02 Final Thoughts

Chapters

1. Introduction (00:00:00)

2. Role and Importance of Investment Committees (00:00:02)

3. Functioning of Our Investment Committee (00:00:09)

4. Team Experience and Responsibilities (00:01:47)

5. Investment Committee Memo and Data Points (00:03:03)

6. Dynamic Nature of Investment Committees (00:04:47)

7. Pre-Flight Process and Strategic Conversations (00:06:45)

8. Case Study: Evolving Deals (00:08:59)

9. Final Thoughts (00:12:01)

70 episodes

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