CHAPTER 10The CIO Perspective

Contributing Author: Robert G. Blabey

The chief investment officer (CIO) perspective of a direct investing–style family office is a very special breed of investment leader, one who typically has deep operating expertise and/or C-level experience in one or more companies. This chapter delves into their unique perspective, qualifications, education, and experience and the importance of compensation and interest alignment. It further demonstrates the importance of how to consider “success” standards for the CIO differently perhaps than a traditional CIO. Further, the chapter outlines the different qualities between direct investments from an SFO (single-family office) and an institutional investor. The chapter details ...

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