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26. Inside Look at Endowment Funds with Investment Director Greg Dowell, CFA

26. Inside Look at Endowment Funds with Investment Director Greg Dowell, CFA

FromInvest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth


26. Inside Look at Endowment Funds with Investment Director Greg Dowell, CFA

FromInvest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth

ratings:
Length:
44 minutes
Released:
Mar 17, 2022
Format:
Podcast episode

Description

Greg Dowell, CFA is the Director of Investments of the Texas State Endowment System, and a 30-year veteran in alternative investments. In this episode, Greg talks about his experience taking an endowment he work for from 0% to 40% into alternatives during his tenure. He talks about his experience with David Swensen, the alternative investment pioneer of the Yale Endowment. He breaks down the “illiquidity premium” and what that means. And lastly, he covers how he applies these concepts to his personal investment portfolio and allocations.
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Released:
Mar 17, 2022
Format:
Podcast episode

Titles in the series (100)

Most investors don’t know that the ultra-wealthy (billionaires, institutions, family offices) have large portions of their investment portfolios allocated to investments outside the stock market and in alternatives like real estate, private equity and hedge funds. Meanwhile, the average high net worth investor is mostly invested in stocks and bonds. Join Bob Fraser, Jim Maffuccio, and Ben Fraser as they dive into the world of alternative investments, uncover strategies of the ultra-wealthy, discuss economics and interview successful investors and alternative investment experts.