Private Allocation Challenges
The conversation delves into the complexities of sizing private allocations within large institutional portfolios. Emphasizing the importance of liquidity, the discussion highlights the impact of valuation lag in private markets and how it can affect overall portfolio returns. A balanced approach, with a focus on maintaining sufficient cash reserves, is deemed essential for effective stewardship and maximizing benefits for the institution's stakeholders.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
David Morehead – Top Down Allocation at Baylor (EP.381)
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