The Rewind: Dare to Be Great

1

Introduction

00:00 • 2min

2

Investing, It's Not a Competitive Activity

02:10 • 3min

3

Is the Efficient Market Hypothesis True?

05:01 • 2min

4

How Do You Get the 12 % Return?

07:08 • 3min

5

Yale and Harvard Investing in the Private Sector

10:02 • 4min

6

Dare to Be Great, by Howard Marks

13:53 • 2min

7

The Road Map to Investing Success

15:35 • 2min

8

The Search for Superior Results

17:31 • 3min

9

Investing in Unconventional Investments

20:47 • 3min

10

Contrarian Long Term Investing

23:43 • 3min

11

How to Buy High Yield Bonds

26:36 • 3min

12

High Yield Bonds Have Outperformed High Grade Bonds for Two Decades

29:25 • 4min

13

I Don't Like Being on Committees

33:19 • 2min

14

The Key to a Successful Investment Committee

35:18 • 3min

15

How to Deal With Agency Risk

38:11 • 4min

16

Investment Committee Decisions Aren't Distributed Equally

41:47 • 2min

17

Investing in a Trusted Fund or Manager

43:45 • 3min

18

Managing to Pier Allocations

46:31 • 2min

19

The Surest Way to Achieve Superior Performance

48:57 • 3min

20

Oak Tree Capital Management L P.

52:02 • 3min