Capital Allocators – Inside the Institutional Investment Industry cover image

Kimberly Sargent – Passion and Mission at the Packard Foundation (EP.333)

Capital Allocators – Inside the Institutional Investment Industry

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Navigating Foundation and Endowment Investments

This chapter examines the distinctive management strategies for investment portfolios in foundations versus university endowments, highlighting the importance of long-term relationships with investment managers. It discusses the unique challenges faced by foundations in liquidity management and emphasizes the need for a proactive approach to sourcing talent. Key topics include the essential traits of successful fund managers, the dynamics of investing in emerging markets, and the collaborative decision-making processes that foster a healthy investment environment.

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