Endowment Policy Investment - Video Lecture

The Endowment Model of Investing

ridodirected@gmail.com (RIDO) — Sat, 26 Nov 2011 21:24:00 +0000

Mark W. Yusko, Chief Investment Officer of the Hatteras Multi-Strategy Funds, discusses the Endowment Model approach to investing.

Endowment Strategies

ridodirected@gmail.com (RIDO) — Sat, 26 Nov 2011 21:24:00 +0000

Lou Moelchert - The Contrarian, Pioneer Endowment Investor in Hedge Funds

ridodirected@gmail.com (RIDO) — Sat, 26 Nov 2011 21:24:00 +0000

Lou Moelchert was one of the earliest endowment investors to allocate to hedge funds in the 1980's, serving as CIO of the University of Richmond endowment for over 30 years. In 1997 he founded Private Advisors, LLC, an alternative asset manager providing funds of funds in both hedge funds and private equity, currently with roughly $3.5bln in combined assets under management.

In this Opalesque.TV interview, Lou sheds insight into the development of his unconventional view of risk through the early incorporation of alternative investments into the endowment investing model, developing a contrarian perspective to traditional views of safety in bonds and stocks which he found to be more volatile than a combination of hedge funds and private equity. His conception of Private Advisors aimed to capitalize on his combination of extensive hedge fund and private equity investment experience, contrarian viewpoints, manager-selection skills, and entrepreneurial mind-set.

In addition, learn about the following:

-The evolution of alternatives and how they became a necessity in endowment investing

-Lou Moelchert's 2 investment rules:

-Dig beneath manager returns to identify the source

-Investment management is the "mistake avoidance" business to recognize down-side risk over time

-Importance and challenges of contrarian views to recognize "boom and bust cycles" through different asset classes

- Offering funds of funds in both hedge funds and private equity helps provide insight into both public and private markets

-Geographical advantages of a non-money market center

-Advantages of partnering with New York Life Investments

Lou Moelchert established Private Advisors, LLC in 1997. He serves on the investment committees of each of the firm's funds and is responsible for overseeing all investment products. Beginning in 1975, he managed the endowment for the University of Richmond for over 30 years and began investing in alternatives in the early 1980's. He also served as a committee member of the Virginia Retirement System from 1996 to 2000 and Chairman of the Investment Advisory Committee from 1998 to 2000. He was also Chairman of the Commonfund Board of Trustees from 1993 to 1997 and served as a trustee from 1986 to 1998. Mr. Moelchert received his B.B.A. and M.S., Accountancy from the University of Georgia.

Foundations and Endowments Investment Summit - Service Providers - Vol. 2 - marcus evans

ridodirected@gmail.com (RIDO) — Sat, 26 Nov 2011 21:23:00 +0000

The Foundations and Endowments Investment Summit brings together the most senior investment executives responsible for socially responsible investments, cleantech, hedge funds, distressed, private equity to gain the strategic knowledge and contacts essential for success. marcus evans Summits offer attendees the opportunity to meet and network with senior representatives from leading organisations and service providers.

Foundations and Endowments Investment Summit - Delegates & Speakers - Vol. 2 - marcus evans

ridodirected@gmail.com (RIDO) — Sat, 26 Nov 2011 21:23:00 +0000

Managing Endowment Investment Risk

ridodirected@gmail.com (RIDO) — Sat, 26 Nov 2011 21:22:00 +0000

Towers Watson Senior Investment Consultant Brandi Wust discusses how to address endowment investment risk.

Foundations & Endowments: Accomplishing Your Mission in a Challenging Economy

ridodirected@gmail.com (RIDO) — Sat, 26 Nov 2011 21:22:00 +0000

Alan McKnight, Balentine's Director of Global Investment Strategy, discusses the challenges facing foundations and endowments as they work to accomplish their mission in a difficult economic environment.

Endowment or Investment Portfolio

ridodirected@gmail.com (RIDO) — Sat, 26 Nov 2011 21:20:00 +0000

How should schools refer to their endowment? As "endowment" or as an "investment portfolio"? There is a difference to the ear of a donor!

Making a Commitment to Endowment

ridodirected@gmail.com (RIDO) — Sat, 26 Nov 2011 21:20:00 +0000

The simplicity of making a firm commitment to grow your endowment.