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14 results for “investment frameworks”
...And if everyone is looking at the same framework for assessing that opportunity cost, then you've got a model for making those investments. The teams will go out and try and find good opportunities. But maybe that when you look across all the differe
44:59 / 46:02
from transcript44:59 – 46:02
We have a lot of, say, clients who source and we help vet their own managers so they don't necessarily have to use the manager we picked for each one of those intersecting boxes. And for clients where access is a problem, you know, it's a $5,000,000
31:31 / 32:32
from transcript31:31 – 32:32
...the investment framework. And we talked some, like, when Jeffrey was on the show about the Canadian model, about total portfolio approach. As you step into the CEO seat, how do you think about the evolution of the approach as time has passed? A lot h
12:38 / 13:49
from transcript12:38 – 13:49
...your investment beliefs, your strategy, your goals, all that stuff. It seeks to model your process. It can even generate memos. I would describe the right way to use it as red teaming
38:12 / 39:18
from transcript38:12 – 39:18
...investment decisions? The key is to make sure that you've got the right blend of bottom up input and top down. When I think about the top down, you're thinking about the overall risk levels of the portfolio. You're thinking of the active risk budgeti
44:15 / 45:22
from transcript44:15 – 45:22
I just run a hoop is what we call it. And the hoop then goes and unlocks all of these people. What are the areas when you're looking at allocators now that you just think they're still hopelessly behind or weak and need improvement done? Oh, I'm so e
41:13 / 42:17
from transcript41:13 – 42:17
“The key question every VC needs to ask before making investment decisions”
I think one is you need to be strategic. Because you need to ask yourself, you need to look at things and try to think about how those things will evolve and change and not try to make a decision on w
33:40 / 34:04
framework33:40 – 34:04
...based investments. They draw down over time. They return capital over time. You need a strong process, Really, it's a strong technology component to model all that out in order to pursue a more illiquid strategy. I wanna dive in on a couple of aspect
11:16 / 12:41
from transcript11:16 – 12:41
and we try to be very disciplined about this as we think about just the structure of the organization. On one axis is active versus passive, and on the other axis is internal versus external. And for every strategy we run, everything we do, being ver
16:30 / 17:38
from transcript16:30 – 17:38
positions, but without destroying the confidence by just getting to a point where we just can't have a view. And what metrics are you using to determine equilibrium and markets that move away from equilibrium? Yeah. So the team builds DCF models for
35:16 / 36:38
from transcript35:16 – 36:38
over the last several years about this type of more academic rigorous kind of commitment methodology Mhmm. Versus go back to when I started in the business twenty years ago. There was not that type of rigor or that type of analysis around how you bui
3:47 / 4:53
from transcript3:47 – 4:53
...a great investment opportunity. Okay. It probably is. But when you think about an organization like a sovereign wealth fund is very different to a public pension. One of which probably more likely follows a total portfolio approach. Another one follo
15:49 / 16:52
from transcript15:49 – 16:52
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
...of opportunities, investment opportunities. Some of them are sort of like asset classes but they're slightly different, perhaps more slightly more granular. And then we aggregate them into those five baskets by saying what are the sort of the similar
22:58 / 24:23
from transcript22:58 – 24:23
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