Adam Shapiro – Post-Breeding Grounds for Rising Stars and Families (Capital Allocators, EP.319)

<p><span style="color: #333333;">Adam Shapiro is the Managing Partner of East Rock Capital, where he oversees $3 billion on behalf of a handful of families investing primarily in hedge funds and private deals alongside early-stage sponsors. Adam has recently begun sharing his insights on a LinkedIn newsletter entitled “From Star to Founder.”<br /> Our conversation covers Adam’s background, his investment objectives for families, and his process for achieving them. We discuss East Rock’s assessment of managers, portfolio construction, and risk management from their carefully selected set of ideas. We close with Adam’s thoughts on family offices and the future of East Rock.<br /> <br /> <strong>Show Notes</strong><br /> 04:33    Background<br /> 06:48    Goldman Sachs special situations group<br /> 12:46    Founding East Rock<br /> 17:28    Evaluating emerging managers<br /> 26:49    Sourcing managers<br /> 27:58    Portfolio construction & risk management<br /> 38:17    Managing liquidity<br /> 39:28    Family offices<br /> 44:02    Alignment<br /> 48:07    Future of East Rock<br /> 49:55    Closing Questions</span></p>