1. EachPod

Market Update & Key Trends for Institutional Portfolios

Author
Susan Barreto, Skyler Steinke, Mike Schroeder
Published
Thu 16 Nov 2023
Episode Link
https://altfunds.io/episodes/market-update-key-trends-for-institutional-portfolios-vmbnQU1h

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

 

Connect with Susan:

Alternatives Watch: https://www.alternativeswatch.com/

Susan LinkedIn: https://www.linkedin.com/in/susan-barreto-she-her-a4b1465/

 

Topics and Timestamps: 

00:00 Introduction and Overview

00:27 Investor Performance and Changes in Endowment Model

02:48 Shifts in Leadership and Performance Challenges

03:48 The Traditional model and What’s Changing

05:25 The Impact of Trustees and Upcoming Changes

06:42 The Role of Private Credit in Financing

09:20 The Performance of Pension Funds

11:43 The Performance of Private Equity

13:15 The Future of Investment Strategies

19:35 The Outlook for Institutional Investors Allocations

29:35 The Role of Artificial Intelligence in Investments

30:13 Conclusion and Final Thoughts

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

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