Episode 310
Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)
Capital Allocators – Inside the Institutional Investment Industry · Ted Seides – Allocator and Asset Management Expert
April 24, 202358m 45s
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Show Notes
On today's show, we'll discuss a continuing empty room – an opportunity ignored by most investors because they either don't want to or can't participate. We've shared conversations under the theme about investing in Venezuela, Africa, CLO equity, tax assets, and biotech. Among them, biotech is a room that just keeps getting emptier, so I thought it would be fun to pay it another visit. Rod Wong is the founder and Managing Partner of RTW Investments, a life sciences-focused investment and innovation firm of 80 professionals that manages $6 billion in assets. I had a chance to drop by Rod's office in NYC and discuss his background, case for life sciences, investment and business approach, investment process across sourcing ideas, research, probability assessment of binary outcomes, portfolio construction, competition, and outlook. For full show notes, visit the episode webpage here. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership