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In our inaugural episode of "At the Helm" we are joined by Ellen Shuman, one of the most experienced and respected institutional investor who has allocated capital on behalf of sophisticated Endowments and Foundations in the US.
Listen as Ellen chats with Helm co-founders and co-PMs Philip and Thomaz on a range of topics, including
- what it means to be a recovery specialist
- taking advantage of psychological arbitrage in sentiment-driven market