Why Leadership Drives Alpha:

Uncovering Uncorrelated, Cycle-Resilient Returns for Discerning Investors

Karim Mawji, CFA

Chief Investment Officer

Eagle Talon Partners

Most investors underwrite companies. Few underwrite the leaders who truly drive results.
Every company rises or falls on leadership — yet markets often misprice this decisive factor. In this session, Karim Mawji shares how Eagle Talon Partners evaluates CEOs and boards with the same rigor others apply to companies, uncovering where the right leader can unlock lasting value — and where misalignment destroys it. Attendees will gain a fresh lens on investing, and a framework for identifying opportunities that deliver uncorrelated, cycle-resilient returns.