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12 results for “corporate spending”
...of those big spending years happens to correlate with a period of market drawdown where the liquid part of the portfolio is experiencing more pain, that's problematic. That
11:17 / 12:21
from transcript11:17 – 12:21
So we have a bit of a hedge play there in the other asset pool, but we have some long only couple of hedge funds, and we actually have a component in emerging market slash frontier market equities, but nothing in the S and P 500. So it's pedal to the
33:43 / 34:47
from transcript33:43 – 34:47
Well, you'd think it would be in cash. Some of it is, but we have a fair amount of exposure in China. So we have a bit of a hedge play there in the other asset pool, but we have some long only couple of hedge funds, and we actually have a component i
34:31 / 35:32
from transcript34:31 – 35:32
How have you structured your investing? So you said you want it to look like a single family office, but at the same time, there may be some customization that some of the families would like. Each individual family has a director responsible for tha
30:45 / 31:47
from transcript30:45 – 31:47
And the other thing that allows us to operate this very high level, which is all by design, is that we are not a private foundation, but structured as a five zero nine a supporting organization under the code. As such, we don't have to comply with th
32:53 / 34:02
from transcript32:53 – 34:02
And quite honestly, we hit the ground running where we had a number of clients right away. We were break even right away. You know, we each of the three of us wrote a check to fund working capital expenses, and we thought we could survive two years o
20:14 / 21:24
from transcript20:14 – 21:24
And it's just a management fee. And in hedge funds, there's the extra layer of usually carried interest like you would see in venture capital firms, but the big long only managers that just buy stocks on the long side, just to hold them will charge s
26:06 / 27:27
from transcript26:06 – 27:27
particularly when you start thinking about process and information, that you've divined from looking at it? I would say there are best ways to think about what asset allocation is possible given your current people process information in capital base
10:31 / 11:35
from transcript10:31 – 11:35
And to give them their due, they do their best to do that because they are conscious of keeping costs under control because that's their profit margin that's seeding into. I mean, the other I mean, the other thing is, which is kinda scary for allocat
32:10 / 33:22
from transcript32:10 – 33:22
But the interesting thing, and people do forget about this, is in a pass through situation in a pod shop, the PM is getting paid from their own p and l. The manager themselves is allocator, because they're only getting paid off the netted of all the
31:29 / 32:39
from transcript31:29 – 32:39
...up spending way too much time just trying to find basic information.
12:36 / 13:51
from transcript12:36 – 13:51
approached it in a thoughtful way. 2006, he said I'm gonna invest a little bit with about 10 different GPs. No real track records here, so I'm gonna learn as I go, understand these people, understand how they perform, and then over time go deeper wit
42:02 / 43:04
from transcript42:02 – 43:04
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