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Month: June 2020

June 28, 2020
Tony Davis – Hedge Fund Perspective at Inherent Group (EP.145)
Brought to you by: Wellington Management Company | Tony Davis is the CEO and Chief Investment Officer of Inherent Group, a value-oriented hedge fund that invests across the capital structure and uses ESG factors to source and underwrite its investments. Prior to founding Inherent Group, Tony was co-founder, President and portfolio manager at Anchorage Capital, […]
June 25, 2020
Endowment Role at Northwestern
What is the Uniform Prudent Management of Institutional Funds Act? Historically, nonprofits’ endowments were governed by the Uniform Management of Institutional Funds Act, a law enacted in 47 states in the 1970s. Under that law, endowments were subject to the historic value requirement, which mandated that an endowed fund always had to maintain its initial […]
June 24, 2020
Richard Lawrence – ESG Integration at Overlook (EP.144)
Brought to you by: Wellington Management Company | Richard Lawrence is the Executive Chairman of Overlook Investments, a leading value-oriented investment firm in Asia that he founded in 1991. Richard was an early guest on the show telling Overlook’s story, and that conversation follows in the feed. Over the years, Richard grew passionate about the […]
June 21, 2020
David Blood – Pioneering a Generation (EP.143)
Brought to you by: Wellington Management Company | David Blood is co-founder and Senior Partner of Generation Investment Management, a pioneering sustainable investing firm he started with seven partners in 2004, including Vice President Al Gore. Our conversation covers the importance of culture in organizations, building businesses at Goldman Sachs, and David’s fortuitous introduction to […]
June 19, 2020
Margin of Safety
Apparently Seth Klarman's book has been available online for a while now. This book most certainly does not provide a surefire formula for investment success. There is, of course, no such formula. Rather this book is a blueprint that, if carefully followed, offers a good possibility of investment success with limited risk. I believe this […]
June 17, 2020
Emanuel Citron – Sourcing Sustainable Managers (EP.142)
Brought to you by: Wellington Management Company | Manny Citron is Managing Partner at Volery Capital, a private equity firm he co-founded in 2017 to invest in asset management businesses and companies that generate positive social and environmental impact. Manny and his team have canvassed a landscape of over one thousand sustainable investing focused funds […]
June 14, 2020
Bob Litterman – Pricing Climate Risk (EP.141)
Brought to you by: Wellington Management Company | Bob Litterman is a founding partner and Chairman of the Risk Committee at Kepos Capital.  Prior to Kepos, he spent 23 years at Goldman Sachs, where his roles included heading the firm-wide risk function and the Quantitative Investment Strategies Group at GSAM. Bob was one of the […]
June 11, 2020
Research on Endowment Performance in Alternatives
What are the elements of an endowment style of investing? We have become accustomed to hearing and reading of “the endowment model.” There is, in fact, no canonical model for managing endowment funds. There are, however, certain recurring investment themes often associated with their management. We refer to these themes a bit more modestly as […]
June 10, 2020
Liqian Ma – Allocator Perspective (EP. 140)
Brought to you by: Wellington Management Company | Liqian Ma is the Head of Impact Investing Research at Cambridge Associates.  Liqian developed an early interest in the climate growing up in a coal-dependent city in China. He began focusing on sustainable investing over a decade ago and leads Cambridge Associates work with its 150 clients […]
June 7, 2020
Wendy Cromwell – The $170 Trillion Opportunity (EP.139)
Brought to you by: Wellington Management Company | Wendy Cromwell is Vice Chair of Wellington Management and the Director of Sustainable Investment at the firm. She joined Wellington out of business school 25 years ago and has been there ever since. A year and a half ago, Wendy also became one of two asset managers […]
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