Dean Duchak, Chief Investment Officer at KFF, shares insights from his 13 years managing a $700 million endowment. He discusses the importance of creating a culture of collaboration and the complexities of asset allocation strategies. Dean emphasizes thematic investing in healthcare and AI, leveraging relationships for investment insights, and navigating market cycles. He also touches on the challenges of illiquidity in venture capital and the critical skills for institutional investors, highlighting the role of networking and adaptability in achieving successful returns.

Dean Duchak, Chief Investment Officer at KFF, shares insights from his 13 years at the foundation, emphasizing the importance of collaboration in endowments. He discusses the delicate art of balancing thematic investing, particularly in healthcare and AI, with diversification strategies. Duchak also highlights the critical role of fostering relationships with venture capital partners to stay ahead of market trends. His perspective on the challenges and opportunities of managing a $700 million endowment offers valuable guidance for institutional investors.