CIOs and Bow Ties

[Frame - 01:36] View of ever rising college tuitions alongside large and growing pools of endowments[Frame - 10:58] Agency problem in managing an endowment

For Part l go here --> http://bit.ly/2QD3een (http://bit.ly/2QD3een)

For Part ll go here --> http://bit.ly/35Y2Coh (http://bit.ly/35Y2Coh)

This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.

 

The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment

[Frame - 00:42] Use of AI including op dd robots[Frame - 02:28] Automated models - more robust allocation decision & execution process than peers[Frame - 05:05] Lower PE allocation relative to other endowments - [Frame - 09:00] higher spending rate (absolute objective 8.16%)

For Part l go here --> http://bit.ly/2QD3een (http://bit.ly/2QD3een)For Part lll go here --> http://bit.ly/2uTYKYh (http://bit.ly/2uTYKYh)

This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.

The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment

[Frame - 00:37] Paul Chai – Introduction[Frame - 03:49] How does endowment world differ from the asset management world?[Frame - 12:55] You work with other engineers specifically trustees how do you prevent group think?[Frame - 15:40] How do you evaluate and select managers … specifically how do you deal with the human element and behavioral biases.

For Part ll go here --> http://bit.ly/35Y2Coh (http://bit.ly/35Y2Coh)

For Part lll go here --> http://bit.ly/2uTYKYh (http://bit.ly/2uTYKYh)

This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.

The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment

[Frame - 00:53] ESG mandates – Emily Athletes for CARE[Frame - 13:40] CBD market v THC markets

For Part l go here --> http://bit.ly/2t3qatP (http://bit.ly/2t3qatP)For Part ll go here --> http://bit.ly/2RN6PYb (http://bit.ly/2RN6PYb)

This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.

The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested.

[Frame - 00:55] Both of you seem to be sitting on a lot of dry powder - Emily – capita...

[Frame - 00:55] Tahira Rehmatullah/Emily Paxhia – Introduction[Frame - 05:52] Corrections resemble crashes in public markets … why the extreme boom bust cycl...

[Frame - 01:56] Respire Therapeutics[Frame - 03:33] $40m invested ; $440m raised = $400m dry powder?[Frame - 08:49] Stories of successes/losses[Frame - 17:09] Most exciting Investment opportunity you see now

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[Frame - 01:00] Robotics – Sarcos Robotics[Frame - 08:00] Disruption?[Frame - 11:50] 10x improvement[Frame - 14:40] Exit strategy

For Part l go here --> http://bit.ly/2NiiSZU (http://bit.ly/2NiiSZU)For Part lll go here --> http://bit.ly/34Nq4Em (http://bit.ly/34Nq4Em)

https://www.cottonwood.vc/ (https://www.google.com/url?q=https://www.cottonwood.vc/&sa=D&source=hangouts&ust=1572618228424000&usg=AFQjCNGvIOxqzxcY-0glFFaj5jFb-mJ0Og)

This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.

The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results.

[Frame - 00:30] David Blivin – Introduction[Frame - 03:56] What exactly is Hard Science and why does it debunk the traditional VC model of backing many compa...

[Frame - 00:36] Phyigital[Frame - 02:11] FAANGS levelling off since early 2018 (Silicon Valley is dead)[Frame - 07:50] Investment opportunities

For Part l go here --> http://bit.ly/31ZTBts (http://bit.ly/31ZTBts)

For Part ll go here --> http://bit.ly/2Mgr8Kw (http://bit.ly/2Mgr8Kw)

This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.

The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment.