How I Invest with David Weisburd
E98: How the $3.5 Billion University of Rochester Endowment Invests
Sep 26, 2024
Rob Rahbari, Senior Investment Officer and Assistant Treasurer at the University of Rochester, joins expert David Weisburd to dive into institutional investing. They discuss the untapped potential of diverse fund managers and the necessity of inclusion in investment strategies. Insights on macro factors affecting investments, the importance of nurturing relationships with investment partners, and strategic portfolio construction are shared. They also emphasize the role of community impact through innovative programs and diversity in manager selection.
22:40
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Quick takeaways
- The importance of building a mastermind network among limited partners to share insights and improve investment outcomes is emphasized.
- A concentrated investment strategy focusing on top-tier managers across various asset classes maximizes performance while minimizing risks.
Deep dives
Building Effective Mastermind Networks
The development of a mastermind network is crucial for enhancing performance as a limited partner (LP) in investment strategies. Relationships with other LPs enable the sharing of insights, strategies, and best practices, creating a supportive community where members learn from each other’s experiences. Engaging with mentors and peers, as exemplified by the relationships built over years, deepens understanding of the investment landscape. This interconnectedness allows for collaborative evaluation of managers and opportunities, ultimately maximizing investment outcomes.
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