2:14

Henrik Brun for The Boutique Investment Collective

November 15, 2024

Video Transcript


Speaker: Henrik Brun

Henrik Brun: Good Morning, Stacy. I just wanted to say that the best part of being part of The Collective has really been accountability and having these sessions on the calendar. I just feel like the best thing we can do for ourselves is have weekly meetings. Even if it seems like no one's making any progress from week to week, it's easy to let the time slip by. And then, you know, to look back a month later and actually feel like you got something done. So, just knowing that we're all showing up and you're facilitating that is, is really important. I'd say, you know, our biggest wins, like the capital raising process is taking time, but to be alive two years. I think to recognize that and appreciate it. And to be able to share that with you and the rest of the participants feels really nice, and I'm not sure I would have given that to myself nor Nabeel, and I would totally recommend this to others. I think it's an exciting time to be an emerging manager, a new manager. I think up at the top, there's gonna be a lot of consolidation and quite frankly, I think a lot of plain vanilla strategies, like traditional LBO or things like that. And I think TPG is talking a lot about that. But I think it's gonna make niche managers more valuable, more interesting. Um, may take us a little bit more time to grow. But that's ok. I'm really enjoying this process.



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