

#1069 Adam Kurkiewicz On How To Invest Like The Best Performing Endowment
Aug 2, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Introduction
00:00 • 3min
What Is an Endowment?
02:56 • 3min
Endowments - What Are the Differences?
05:33 • 3min
Investing in Endowments
08:27 • 2min
The Dangers of Too Much Diversification
10:14 • 3min
Do You Have a Concentration Rate?
12:56 • 4min
Is Direct Investing Better Than a Scout Programme?
16:26 • 2min
Are You Taking Less Risk Than You Would if You Had Specialists on the Team?
18:22 • 2min
Are You Going to Avoid Investing in a Certain Strategy?
20:31 • 2min
What's the Process to Underwrite a Venture Capital Fund?
22:52 • 4min
Is the Default No?
26:46 • 3min
Emerging Market Rate
30:01 • 2min
Is That Fair?
32:06 • 4min
How Do You Decide What to Do?
36:15 • 2min
How Important Is Your Partnership?
37:48 • 4min
St. Louis Is a Great Place to Be a Investor, Right?
41:45 • 2min
Are You a Generalist?
43:30 • 2min
Investing in Cryptocurrencies
46:00 • 5min
The Adoption Curve - Cryptocurrency
51:22 • 2min
How to Balance a 500 Million Dollar Fund Versus a 20 Million Dollar Fund?
53:10 • 3min
Is There a Long Term Orientation?
56:03 • 6min