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Show Notes
(00:02:00) - (First question) - Shifting from Notre Dame to Sator Grove, preserving integration and embracing change
(00:05:50) - An overview of Sator Grove
(00:11:19) - Launching in April 2021, they manage $300M for diverse, flexible investments
(00:15:17) - Investing in meaningful projects with trust, long-term focus, and high potential
(00:20:59) - Investors who they feel are dedicated to a greater purpose
(00:25:00) - Why Mitch Rales, Sator Grove's largest shareholder, embodies insatiable curiosity and lifelong learning
(00:29:39) - Learning from great investors by studying their strategies and evolution
(00:39:03) - Embracing change, adapting, and experimenting for success
(00:41:19) - How investors learn from failed companies and guard against survivorship bias
(00:51:39) - Investment success hinges on talent's judgment, character, adaptability, and trust
(00:56:23) - What they found concerning in firms and teams when assessing managers
(01:01:46) - Analyzing asset allocation challenges, including short horizons and over-diversification
(01:07:09) - Teaching compounding's power in everyday life and fostering disciplined habits for growth
(01:12:36) - The importance of nurturing compounding and learning throughout one's life
(01:20:51) - Creating meaningful connections and providing lifelong lessons
(01:26:38) - Wisdom from their mentors and its impact on their investing philosophy
(01:43:19) - Defining the good life: Quality projects, quality people, and meaningful integration
(01:44:59) - The defining moments of their investing careers so far
(01:47:29) - The kindest thing anyone has ever done for them