10X Capital Podcast
The 10X Capital podcast interviews the world's premier institutional investors to deliver insights on how they manage their capital. Interview topics include investment decision frameworks, capital allocation strategies, GP/LP relationships and many more.
E98: How the $3.5 Billion University of Rochester Endowment Invests
Rob Rahbari, Senior Investment Officer and Assistant Treasurer at University of Rochester sits down with David Weisburd to discuss the hidden potential that diverse fund managers offer, the missing ingredient in a successful investment strategy, and what role will diversity, equity, and inclusion play in the future of institutional investing.
Key Points
- Building strong relationships with top GPs involves being mutually productive and mindful of their goals while leveraging unique institutional strengths.
- A concentrated portfolio strategy allows for deeper, more meaningful interactions with a select number of high-quality managers across asset classes and geographies.
- Maintaining a diversified portfolio while being open to short-term dislocations is crucial for capturing both long-term value and near-term market opportunities.
Chapters
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| 5:14 | |
| 7:37 | |
| 8:50 | |
| 11:21 | |
| 13:13 | |
| 13:34 | |
| 15:40 | |
| 19:15 | |
| 22:27 |
Transcript
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