The articles provide some background on Allen’s investment philosophy and career. As an experienced investment banker and asset manager, Allen likely takes a diversified approach to investing, with exposure across various asset classes like public equities, private companies, real estate, etc. The articles mention Allen’s expertise in investment banking, corporate finance, private equity, asset management, suggesting a broad perspective.
long career spanning over 25 years in banking and investments
The first article mentions that Allen has over 25 years of experience in investment banking, corporate finance, private equity, asset management and other relevant areas. This suggests he has weathered multiple market cycles and accumulated significant expertise across different asset classes.
emphasis on requisite skills and experience for new entrants
In the first article, when giving tips for breaking into investment banking, Allen stresses the importance of building a portfolio of relevant skills, knowledge and experience. This implies a focus on substance over form – developing actual expertise versus just credentials.
interview insights on market trends and outlook
The 2023 market outlook provided by Allen highlights continued uncertainty around interest rates and geopolitics. It also notes headwinds like lack of IPOs, bank retrenchments and potential mild recession. This suggests Allen closely tracks macro trends and risk factors that can impact investments.
To summarize, the information depicts Allen as an experienced, diversified investor with expertise across multiple asset classes, a long-term perspective and a focus on developing skills and experience. His insights on 2023 market trends also showcase his macro-awareness as an investor.