“They go to your returns and look at your worst day. Then they'll see how you behave after that… they want someone who can manage pressure when you're in drawdown.”

“Diversification is the way that we do with our clients... only a certain amount of the capital goes into this part of their capital allocation plan”

“Put a single recurrent calendar reminder once a year to check whether your allocation has drifted and needs adjusting.”

“You should have an onboarding process, training, badge them with credentials, monitor behavior, give performance reviews, and fire them when they don't work.”

“Psychological safety ... is the ultimate thing that allows us to decide whether we can trust something”