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

06/03/2025 13 min Episodio 72
The Role and Functioning of Investment Committees |  Durable Value Ep. 72

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Episode Synopsis

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

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