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9 results for “resource constraints”
economic calamity in the next five or seven years. And assume we sit down and have a cup of coffee in five or seven years, and we look back at this Fund three, and assume we're all disappointed on a relative and absolute basis. What will have been th
53:17 / 54:25
from transcript53:17 – 54:25
And assume further there's no widespread economic calamity in the next five or seven years. And assume we sit down and have a cup of coffee in five or seven years and we look back at this Fund three and assume we're all disappointed on a relative and
53:14 / 54:19
from transcript53:14 – 54:19
And I think he really wanted to avoid at the high level some of the other notable foundations that have become politicized. As he would say, they were kinda hijacked by rogue trustees generations later or decades later and really, the founders probab
20:16 / 21:17
from transcript20:16 – 21:17
And I think he really wanted to avoid at the high level some of the other notable foundations that have become politicized. As he would say, they were kinda hijacked by rogue trustees generations later or decades later and really, the founders probab
20:16 / 21:17
from transcript20:16 – 21:17
of the operating budget, and so you have to be able to control that to make sure that the CFO and the finance teams of these institutions can draw a stable amount of capital every year. And, it also has a behavioral element, which is how much can the
11:17 / 12:21
from transcript11:17 – 12:21
...constraints. And the last one, which I think is the most delicate, is variance risk, or what I'll call with clients embarrassment risk, which is how far behind benchmarks, peers, whomever are you willing to be at any given time? That one is something
12:03 / 13:12
from transcript12:03 – 13:12
We also have a bias to that if you're going to be in active strategies, generally speaking, not always, but generally speaking, it's easier to turn 500,000,000 into a billion, although that's no small feat, than 20,000,000,000 into 40,000,000,000 in
46:26 / 47:34
from transcript46:26 – 47:34
I get the point that endowments are investing on a very long time horizon, but on the other hand, I feel like there must be moments where you do have to come up with the money. You know, you're you're pointing out something that a lot of people don't
12:00 / 13:10
from transcript12:00 – 13:10
I think that we're gonna continue to get access to capacity constrained managers who are actively seeking us out. And one of the things that we're talking about with our committee is a slight shift in how we do the decision making process. Because wh
55:32 / 56:34
from transcript55:32 – 56:34
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