Patrick O'Shaughnessy

You know the investment by investment level detail, but there's way too much for you to like keep in your head at any one point in time.

So what does your week look like?

All these fascinating stats that are coming out.

Apollo put out that stat about the percent of companies north of 100 million of revenue that are private is 93% or something like that.

It just seems like the private markets and let's say the allocation of an average high net worth wealth advisor client or something is 3%.

It's going to 30% or whatever.

Maybe they overshoot and that's the problem.

And then they have a liquidity crisis and that's the problem.

But I'm just curious for your commentary on, it's amazing to me how few net new pure public equity investors I interview.

It's kind of a dying breed.

I think like anything, the very best GPs are a lot better than the average ones.

This is the way the same, the best companies are a lot better than the average ones.

It's an interesting point that the best LPs will have to compete for the best GPs in the same way the GPs do for companies.

In addition to the beautiful people that are over themselves, Spurs idea, are there other outside sources of inspiration that have really fueled your thinking?

People, mentors, icons like Popovich, anyone else that has cemented the way you view the world that we haven't talked about?

Pretty amazing.

My friend Ravi Gupta has my favorite framework for this development concept, which is demanding and supportive is the orientation he wants to have towards people.

How do you think about the framework for developing people and talent?

Crazy.

I think that's all culture.