Every year in August I organize four lunches for serious investors on successive Fridays in eastern Long Island. There are different groups of 2530 people at each one and many of the great names of the hedge fund, real estate and private equity world attend, along with some academics and government folk. I lead a discussion for the better part of two hours and, in the past, I would follow the same basic agenda at each one. This year I varied the approach: I took a hard look at who was attending and created agendas that took advantage of the knowledge and experience of the participants.
The…

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