Paula reflects on her deep connections with the managers in her portfolio, emphasizing the importance of integrity and rebalancing during tough times. As she transitions to Rockefeller, she sees potential in overlooked European equities and emerging sectors like fintech and biotech, while also exploring the implications of crypto as a new asset class. Additionally, she highlights the growing significance of ESG, particularly in trading carbon credits, and the need for endowments to enhance transparency regarding their carbon footprints.
