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Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382)
Manage episode 415269191 series 3558418
Contenuto fornito da Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Letitia Johnson is the CIO of Amherst College, where she manages the school's $4 billion endowment. After thirteen years working with twenty-five clients and attending over 1,000 Investment Committee meetings at Cambridge Associates, Letitia developed a view about investing that differs from many similar pools of capital and has applied that view over the last five years. Our conversation covers the subtleties of managing an endowment with a concentrated, bottom-up manager-selected approach for the long-term, including portfolio construction, risk and liquidity management, long-term investing, and competition for capital.
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