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Neil Datta: NKD Advisory LLC
In this episode, Joel Palathinkal with Neil Datta of NKD Advisory LLC delve into the world of emerging managers and investment de-risking. Neil shares insights from a career spanning investment banking, hedge funds, and public service, highlighting the unique edge in healthcare investing. The discussion covers sophisticated strategies, portfolio construction, and the importance of due diligence. The conversation also explores multi-manager strategies, fee sensitivity, and manager evaluation. They address challenges in short-selling, post-COVID diligence, and the balance between alpha and…
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