Adapting Portfolios in Changing Markets

Mark Baumgartner is the CIO of the Institute for Advanced Study, where he oversees a $1 billion portfolio. I reached out to Mark in this rapidly changing environment to get his take on how he’s navigating these rough seas. He was kind to spare a few moments to share his thoughts.

Our conversation covers Mark’s framework for approaching this crisis, communicating with his team, orienting to the environment, communicating with managers, filtering and prioritizing the opportunity set, and taking action.

Learn More Read the Transcript Subscribe to the Capital Allocators Blog or Monthly Mailing List Don't Subscribe, but Let Us Know Who You Are Write a review on iTunes Follow Ted on twitter at @tseides Review past episodes of the Podcast