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.
(0:00) Introduction and insights from CIO Doug Phillips on portfolio strategy and management
(1:05) University of Rochester's concentrated investment strategy and portfolio construction
(5:14) Re-upping with managers and macro influences on allocation
(7:37) Real assets, fixed income, and real estate investment perspectives
(8:50) Venture portfolio and GP relationship management
(11:21) Selecting new managers and emerging manager considerations
(13:13) Sponsor: Podcast rankings announcement
(13:34) Avoiding complexity bias and the importance of networking
(15:40) Doug Phillips' superpower and personal connection to the University of Rochester
(19:15) Founding of IADEI, its mission, and engagement opportunities
(22:27) Conclusion and call to action for subscribers
