In this conversation, Kathleen Marcell shares her journey from traditional investing to exploring alternative investments.

She discusses the evolution of her investment strategies, the importance of building deal flow, and aligning investments with personal goals. Kathleen emphasizes the significance of evaluating track records and effective communication with general partners.

She also highlights her current investment strategy, focusing on cash flow opportunities and the challenges faced in passive investing. Throughout the discussion, Kathleen provides insights into her research process and the importance of education in the investment space.

00:00 Introduction

01:12 Kathleen's Background and Investment Journey

02:43 Early Investment Mistakes and Learning

04:29 Building Deal Flow and Networking

05:30 Investment Strategy and Goals

07:14 Evaluating Sponsors and Due Diligence

21:09 Current Investment Portfolio and Performance

25:20 Conclusion

Follow Kathleen:https://www.linkedin.com/in/kathleenmarcell/
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