How this CIO turns inefficiency into opportunity

Markets have become far more complex over the last few years, and the information available to investors daily is becoming more overwhelming. Every day, it seems there is a new narrative, or a new flavour of the month in financial markets - and more often than not, the price action in those themes is fleeting.
While this information is excellent news for market transparency, the speed by which that information is processed can make opportunities quickly crowded for investors.
George Toubia, Chief Investment Officer at Westpac Private Bank, seeks out these inefficiencies and identifies the actionable investment opportunities they present.
"When we think about market structure or improper understanding of the opportunity, if we can really identify them as early as possible but in a very thoughtful manner, it gives us enough room to help our clients benefit," Toubia told me.
The place where Toubia is finding the most inefficiency today is in private markets. However, a disciplined approach to understanding where to derive optimal risk-return is key. To walk us through this fascinating opportunity, Toubia sat down with me for the latest episode of The Pitch.