Capital Allocators – Inside the Institutional Investment Industry

Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100)

May 20, 2019

Tim Recker, CIO of the James Irvine Foundation, has an impressive background in private equity and alternative investments. He discusses his transition from GE to various institutional roles, shedding light on the importance of governance and managing concentrated portfolios. Tim shares insights on co-investment strategies, the balance of flexibility and team structure, and the significance of due diligence. He also delves into hedge funds, the role of real estate and fixed income in portfolios, and strategies to prepare for market downturns.

01:03:49

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Tim Recker

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Episode notes

Intro

2min

Navigating Institutional Investment and Portfolio Management

3min

Navigating a Career in Investments

10min

Investment Insights: Strategies and Governance

24min

Navigating Investment Decision-Making

13min

Navigating Hedge Funds and Investment Strategies

10min

The Essential Role of Bonds and Job Satisfaction in Investment Management

2min

Navigating Liquidity Challenges and Life Lessons in Investment

3min

Tim Recker is the CIO of the $2.4 billion James Irvine Foundation. He joined the foundation in 2016 after spending a decade in private equity and real assets for the University of California Regents, four years overseeing Alternatives at the Michigan Retirement System, and his early years at GE Asset Management

Our conversation covers Tim’s career path, the culture and structure at GE and Michigan Retirement, and co-investments at UC Regents. We then turn to the intricacies of managing a highly concentrated portfolio of managers at Irvine, including effective governance. flexibility, team structure, due diligence, and decision making. We close with Tim’s perspectives on hedge funds, real estate and fixed income, and the tradeoffs in preparing for a downturn.

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