Matt Bank
Deputy Chief Investment Officer at GEM, an OCIO managing $12 billion for forty clients. Expertise in asset allocation, manager selection, and risk management within the institutional investing industry.
Best podcasts with Matt Bank
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67 snips
Nov 25, 2024 • 1h 8min
Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419)
Matt Bank, the Deputy Chief Investment Officer at GEM with a robust background in institutional investing, shares his insights on asset allocation and manager selection. He discusses his unique journey into investing and the critical importance of risk management and trust with clients. Matt delves into the evolution of the OCIO industry, highlighting the need for tailored strategies. He explains the intricacies of selecting managers for alpha generation and the balance between active and passive investments, offering a nuanced view on achieving success in today's market.
19 snips
Nov 10, 2025 • 1h 8min
[REPLAY] Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419)
In this engaging discussion, Matt Bank, the Deputy Chief Investment Officer at GEM, shares insights from managing $12 billion in institutional investments. He dives into the importance of risk tolerance in portfolio construction, detailing dimensions like drawdown and liquidity risk. Matt explains GEM's unique governance model rooted in its Duke endowment heritage. He also discusses the evolution of the OCIO industry, the role of hedge funds, and emerging trends in manager selection. Plus, catch his personal anecdotes on life lessons and hobbies!
