John Trammell

John Trammell, a seasoned institutional investor leading investments for the Episcopal Diocese of New York, dives into the changing landscape of endowment investing. He discusses why top universities are offloading assets in secondary markets and how this helps manage underperforming investments. Trammell argues that a concentration strategy has fueled great fortunes, while highlighting the critical role of liquidity today. He also examines Bitcoin's emerging role in portfolios and the importance of building conviction to navigate market challenges.