Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382)

Capital Allocators – Inside the Institutional Investment Industry

محتوای ارائه شده توسط Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

2M ago 57:55

MP3•خانه قسمت

Letitia Johnson is the CIO of Amherst College, where she manages the school's $4 billion endowment. After thirteen years working with twenty-five clients and attending over 1,000 Investment Committee meetings at Cambridge Associates, Letitia developed a view about investing that differs from many similar pools of capital and has applied that view over the last five years. Our conversation covers the subtleties of managing an endowment with a concentrated, bottom-up manager-selected approach for the long-term, including portfolio construction, risk and liquidity management, long-term investing, and competition for capital.

Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

611 قسمت

#Capitalallocation #Trading #Business #Ted Seides – Allocator and Asset Management Expert #Asset Management Expert #Ted Seides – Allocator