Comments
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tWSurprised at negative vote %. What, individuals can't have long term time horizon? Lots of good info & insights delivered quickly. = to some chain interviews if you listen.
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TJGood to get an insight into how the endowments look at investment, and approach asset allocation.
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JG1.4 Billion in 9 months. I want to know how they did that.
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JWyale, harvard, etc are not smartre than you are I. They have a deal flow because of scale, time horizon (as noted) , that most of us cant mimic, but we can emulate active,alternative and illiquidity.
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CBFascinating insight into a very different type of institutional portfolio. Would have liked to see some slides along with the ideas of how the portfolio is constructed as it is complex to explain.
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KOFascinating talk. A look at the truly long term while providing insight into current risks. This potentially could be a really interesting series. Maybe do it longer and more detailed next time?
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SSRecently having entered the workforce and begun researching asset allocation and retirement I look forward to the development of this series. Especially if it can be geared more toward the individual.
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FSWhile this is extremely interesting, only institutions and perhaps family offices have the nearly infinite time horizons to find actionable plays in the areas discussed.
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PRAn interesting perspective on how a university endowment with a 20 to 30 year investment horizon looks at less liquid investments. Most regular investors horizons are much shorter.
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KCNot so sure this is the guy I've been waiting to hear from, with respect to asset allocation construction.