Published Feb 24, 2020

Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123)

Doug Phillips, CIO of the University of Rochester, delves into the intricacies of managing a $2.6 billion endowment, highlighting strategies for selecting investment managers, evolving asset allocation, and leveraging hedge funds to navigate market volatility.

Episode Highlights

Topics covered

Episode Highlights

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Dexa/Capital Allocators – Inside the Institutional Investment Industry

Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123)

Topics covered

Popular Clips

Manager Selection Insights

Partnering with Managers

Consultant Relationships

Manager Performance Insights

Investment Perspectives

Manager Monitoring Strategies

Optimism in Investing

Manager Evaluation Process

Hedge Fund Dynamics

Decision-Making Framework

Capital Allocation Challenges

Portfolio Structuring Insights

Portfolio Perspectives

Trimming for Growth

Episode Highlights

Manager Selection

Asset Allocation

Hedge Fund Management

Related Episodes

Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital (Capital Allocators, EP.205)

Deep Dive into Hedge Funds (Capital Allocators, EP.34)

Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

Greg Dowling – Mid-Market Institutional Consulting at FEG (Capital Allocators, EP.248)

Dawn Fitzpatrick – Multi-Faceted Investing at Soros Fund Management (Capital Allocators, EP.112)

Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266)

Private Equity Masters 1: John Toomey – HarbourVest Partners (Capital Allocators, EP.200)

[REPLAY] Private Equity Masters 1: John Toomey – HarbourVest Partners (Capital Allocators, EP.200)

[REPLAY] Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

Larry Kochard – Endowment Professor (Capital Allocators, EP.11)

[REPLAY] - Larry Kochard – Endowment Professor (Capital Allocators, EP.11)

David Morehead – Top Down Allocation at Baylor (EP.381)

[REPLAY] - Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

Tom Bushey – Launching a Hedge Fund (Capital Allocators EP.78)

#5: John Toomey – Private Equity Masters Ep.01, HarborVest Partners, EP.200

Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123)

Topics covered

Popular Clips

Episode Highlights

Manager SelectionDoug Phillips, CIO of the University of Rochester, shares insights into the evaluation and sourcing of investment managers, emphasizing trust and collaboration. He discusses the decision-making framework that balances thorough oversight with maintaining strong partnerships.

Manager Selection

Asset AllocationDoug Phillips, the CIO of the University of Rochester, shares insights into the strategic structuring of the university's $2.6 billion endowment. He discusses the evolution of asset allocation strategies and the importance of liquidity considerations in managing the portfolio.

Asset Allocation

Hedge Fund ManagementDoug Phillips explores the strategic role of hedge funds in the University of Rochester's endowment portfolio, emphasizing their significance during market volatility. He discusses the evaluation process for hedge fund managers, focusing on performance and risk considerations.

Hedge Fund Management

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