I woke up at 7.50 but got out of bed at 8.15. Reached office at like 9.40, later than i would have liked but there hasn't been much going on.
Spent the morning reading, and just generally working on Platinum and BD. Drafted an NDA, got on a call with buyers of secondaries, looked at valuation, liquidity CF for CMGP, and then met a couple of LPs from R&I Japan today, which was interesting. I need to learn more about Japan's state sponsored pension plan management. Apparently it is complex.
The hedge funds strats class was great, again, and i learnt a couple of things. Zach harped on how alpha comes solely from discount rate, vs anything else. We had a healthy debate, and i felt good speaking up in class. I need that right now.
He's given us a list of books to read. In addition, Dalio's Principles lists some books on page 104 which i will add here, to my reading list.
I feel like this is it - reading more on history of money and finance, learning about macro/markets, and just generally being a good investor is all i want.
The time to focus is here.
Spent the morning reading, and just generally working on Platinum and BD. Drafted an NDA, got on a call with buyers of secondaries, looked at valuation, liquidity CF for CMGP, and then met a couple of LPs from R&I Japan today, which was interesting. I need to learn more about Japan's state sponsored pension plan management. Apparently it is complex.
The hedge funds strats class was great, again, and i learnt a couple of things. Zach harped on how alpha comes solely from discount rate, vs anything else. We had a healthy debate, and i felt good speaking up in class. I need that right now.
He's given us a list of books to read. In addition, Dalio's Principles lists some books on page 104 which i will add here, to my reading list.
I feel like this is it - reading more on history of money and finance, learning about macro/markets, and just generally being a good investor is all i want.
The time to focus is here.
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