Asset Allocators – David Brief

Featuring David Brief

David Brief, CIO of JFMC Pooled Endowment Portfolio LLC, speaks to Real Vision on having an edge in a crowded market, discussing tactics on allocating resources in markets with artificially low interest rates and gives his top two trade recommendations in this week’s Asset Allocators.

Published on
8 March, 2016
Topic
Investment Framework, Portfolio Management, Liquidity
Duration
22 minutes
Asset class
Currencies, Equities, Bonds/Rates/Credit
Rating
86

Comments

  • my

    markettaker y.

    19 8 2018 00:21

    0       0

    reasonable.

  • MM

    MZ M.

    20 3 2016 03:00

    0       0

    Very solid thinking in my view. I totally agree with the long term risk vs opportunity and reserved or backed up by a little GOLD!

  • IF

    Ian F.

    13 3 2016 15:40

    4       0

    Disrespectful trolls. This guy has heard every fund manager's sales pitch in the world, and can see through all the bullshit. He could no doubt run his own fund, but that isnt the point of this video.

  • RG

    Richard G.

    11 3 2016 19:43

    0       1

    Wow, snooze fest. Do I have this correct? He's essentially a manager of managers. Come over to my shop son, let me show you how risk management is done

  • AE

    Alex E.

    11 3 2016 11:25

    0       0

    No such thing as 5 std. devs? So what was 1929? or the 70's? 1987? 2001? LTCM? Hitler....no such thing! Hahahahaha.

  • SD

    Stephen D.

    11 3 2016 01:30

    1       0

    An interesting exposition on the challenges of running an endowment. However, the black clothes and black background meant this guy was reduced to a floating head! distracting.

  • ss

    sid s.

    11 3 2016 00:54

    0       0

    Blah..

  • AG

    Adam G.

    10 3 2016 17:51

    1       0

    this is total rhetoric, this guys has Zero returns at best

  • AG

    Alexander G.

    9 3 2016 14:05

    0       2

    Very good talk, concise interviewee.

  • RA

    Ricardo A.

    9 3 2016 10:14

    1       0

    Such a difference listening to institutional money managers (generally boring) Vs smart money (generally interesting). Both drive markets .. so we may as well listen to the former

  • GH

    Gregory H.

    9 3 2016 07:09

    1       0

    Interesting interview arc... 1) First few minutes, thought potential dud, 2) starting getting better with short v long term view, 3) was really positively surprised by out of money SPY puts & gold...

  • LC

    Liliana C.

    9 3 2016 06:38

    0       0

    Thanks R TV for the insight into an institutional investor who collectively with others of their kind move markets.

  • CD

    Charles D.

    8 3 2016 23:07

    5       3

    Zzzzzzzzzzzzz

  • CH

    Calvin H.

    8 3 2016 23:07

    4       0

    Not much for me here. These portfolio managers seem to speak in generalities and consultant speak. My 2cents. He says he is confused, so then I hope he is subscribing to RVTV! I wonder sometimes :)

  • F

    Floyd .

    8 3 2016 20:16

    1       0

    being on an endowment committee
    found it helpful

  • PL

    Peter L.

    8 3 2016 18:41

    14       2

    Really good interview. Clear-headed and rational though process. The put options and gold strategy seems to be a good option as a hedge, even for individual investors.

  • EL

    Elizabeth L.

    8 3 2016 16:14

    2       0

    Thanks David for sharing your views on central banks impact on financial markets. And how those views direct your investment strategy. Your thoughts give support and confirmation to my ideas.

  • MS

    Mark S.

    8 3 2016 14:42

    8       0

    Nice presentation. Not totally applicable to managing my individual portfolio, but still I enjoyed it. The final 3 minutes were the best part.