Capital Allocators – Inside the Institutional Investment Industry

Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100)


Listen Later

Tim Recker is the CIO of the $2.4 billion James Irvine Foundation.  He joined the foundation in 2016 after spending a decade in private equity and real assets for the University of California Regents, four years overseeing Alternatives at the Michigan Retirement System, and his early years at GE Asset Management

Our conversation covers Tim’s career path, the culture and structure at GE and Michigan Retirement, and co-investments at UC Regents. We then turn to the intricacies of managing a highly concentrated portfolio of managers at Irvine, including effective governance. flexibility, team structure, due diligence, and decision making. We close with Tim’s perspectives on hedge funds, real estate and fixed income, and the tradeoffs in preparing for a downturn.

Learn More Discuss show and Read the Transcript Join Ted's mailing list at CapitalAllocatorsPodcast.com Join the Capital Allocators Forum Write a review on iTunes Follow Ted on twitter at @tseides For more episodes go to CapitalAllocatorsPodcast.com/Podcast

...more
View all episodesView all episodes
Download on the App Store

Capital Allocators – Inside the Institutional Investment IndustryBy Ted Seides – Allocator and Asset Management Expert

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

754 ratings


More shows like Capital Allocators – Inside the Institutional Investment Industry

View all
Masters in Business by Bloomberg

Masters in Business

2,172 Listeners

Goldman Sachs Exchanges by Goldman Sachs

Goldman Sachs Exchanges

990 Listeners

Odd Lots by Bloomberg

Odd Lots

1,780 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

937 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,315 Listeners

Dry Powder: The Private Equity Podcast by Hugh MacArthur, Bain & Company

Dry Powder: The Private Equity Podcast

144 Listeners

Money Maze Podcast by Money Maze Podcast

Money Maze Podcast

35 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

410 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

107 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

346 Listeners

Behind the Balance Sheet by Stephen Clapham, Behind the Balance Sheet

Behind the Balance Sheet

45 Listeners

In Good Company with Nicolai Tangen by Norges Bank Investment Management

In Good Company with Nicolai Tangen

186 Listeners

The Credit Edge by Bloomberg Intelligence by Bloomberg

The Credit Edge by Bloomberg Intelligence

20 Listeners

The Insight by Oaktree Capital by Oaktree Capital

The Insight by Oaktree Capital

22 Listeners

Joys of Compounding by Colossus | Investing & Business Podcasts

Joys of Compounding

97 Listeners