Brought to you by: Wellington Management Company | Tony Davis is the CEO and Chief Investment Officer of Inherent Group, a value-oriented hedge fund that invests across the capital structure and uses ESG factors to source and underwrite its...
Read moreWhat is the Uniform Prudent Management of Institutional Funds Act? Historically, nonprofits’ endowments were governed by the Uniform Management of Institutional Funds Act, a law enacted in 47 states in the 1970s. Under that law, endowments were...
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Brought to you by: Wellington Management Company | Richard Lawrence is the Executive Chairman of Overlook Investments, a leading value-oriented investment firm in Asia that he founded in 1991. Richard was an early guest on the show telling...
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Brought to you by: Wellington Management Company | David Blood is co-founder and Senior Partner of Generation Investment Management, a pioneering sustainable investing firm he started with seven partners in 2004, including Vice President Al Gore...
Read moreApparently Seth Klarman’s book has been available online for a while now. This book most certainly does not provide a surefire formula for investment success. There is, of course, no such formula. Rather this book is a blueprint that, if...
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Brought to you by: Wellington Management Company | Manny Citron is Managing Partner at Volery Capital, a private equity firm he co-founded in 2017 to invest in asset management businesses and companies that generate positive social and...
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Brought to you by: Wellington Management Company | Bob Litterman is a founding partner and Chairman of the Risk Committee at Kepos Capital. Prior to Kepos, he spent 23 years at Goldman Sachs, where his roles included heading the firm-wide...
Read moreWhat are the elements of an endowment style of investing? We have become accustomed to hearing and reading of “the endowment model.” There is, in fact, no canonical model for managing endowment funds. There are, however, certain recurring...
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Brought to you by: Wellington Management Company | Liqian Ma is the Head of Impact Investing Research at Cambridge Associates. Liqian developed an early interest in the climate growing up in a coal-dependent city in China. He began focusing...
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Brought to you by: Wellington Management Company | Wendy Cromwell is Vice Chair of Wellington Management and the Director of Sustainable Investment at the firm. She joined Wellington out of business school 25 years ago and has been there ever...
Read moreThe school’s endowment is over 380 years old. The endowment dates back to 1638, starting with John Harvard’s gift of 400 books and half his estate that made him the University’s namesake, according to University President Lawrence S. Bacow...
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