E78: Fmr. CIO of CalPERS ($495 Billion) on Private Markets Investing
How I Invest with David Weisburd
Investing in International and Private Markets: Challenges and Strategies
The chapter delves into the decision-making process behind increasing investments in international markets for global growth opportunities and private markets to leverage the illiquidity premium. It explores the challenges of allocating funds effectively across various private market opportunities, focusing on large deals like private equity, real estate, and infrastructure. The chapter also discusses the comparison between CalPERS and Alaska Permanent Fund, highlighting their strategies, performance, and the impact of taking more risks on their overall performance.
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