00:00:58 - AI-Powered Risk Systems
00:03:24 - Recruiting and Vetting Portfolio Managers
00:07:24 - Why Managers Join and How the Fund Scales
00:15:04 - Recruiting PMs and Compounding Capital
00:16:39 - Finding and Backing Consistent Portfolio Managers
00:20:35 - Investing Process, Risk Systems, and Trading Approach
00:30:37 - Business Lessons From Books
00:33:02 - Reading, AI, and Learning
00:39:25 - AI Stocks and Portfolio Strategy
00:45:10 - Broker Business and Cost Savings
00:46:35 - Fundraising, AUM, and Growth
00:48:08 - PM Strategies, Risk, and Mentoring
00:48:08 - PM Strategies, Risk, and Mentoring
00:50:10 - Standout Track Records and PM Network
00:52:44 - Evaluating PMs and Risk Controls
00:55:25 - PM Personality and Independent Thinking
00:56:54 - Lessons from a Mentor
00:58:20 - Mentoring New Portfolio Managers
01:00:00 - Finding Original Investment Ideas
00:45:10 - Broker Business and Cost Savings
00:46:35 - Fundraising and Fund Growth
00:48:08 - Evaluating Strategies and Risk
00:50:10 - Standout Track Records and PM Network
00:52:44 - Assessing PMs and Monitoring Risk
00:55:25 - PM Traits and Independent Thinking
00:56:54 - Lessons from a Mentor
00:58:20 - Mentoring New Portfolio Managers
01:00:00 - Finding Original Investment Ideas
01:00:18 - Talent and Investing Skill
01:03:12 - Learning at Pod Shops
01:07:12 - Building Personal Differentiation