1/ OUT NOW @opmpod with @PeterLakeSounds CIO of Marlowe Partners on how his firm's concentrated strategy shapes their approach to capital raising. He is ex-Soros and legends like Myron Scholes sit on Marlowe's board, so he's met with many different types of allocators... 🧵👇

3/ -Why his whole firm is structured for longevity to match the investment strategy -How non-standard structures even if they are "better" for allocators actually create headaches -New share classes for individual investors -And their unique approach to using AI for research