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Lessons in Asset Allocation and Manager Selection
Enterprising Investor
English - September 30, 2020 10:00 - 42 minutes - 38.7 MB - ★★★★ - 50 ratingsInvesting Business News Business News cfa business cfacharter cfainstitute cfalevel1 finance financial investing news Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Lessons in Asset Allocation and Manager Selection In episode #431, Mark W. Yusko, founder, CEO, and CIO of Morgan Creek Capital Management, shares his views on a range of topics, including the US economic recovery, asset allocation, manager selection, and really good versus great investors. Episode transcript: http://static.3playmedia.com/p/files/5205271/threeplay_transcripts/15531158?format_id=46&project_id=18442&format=pdf Topics discussed: • 1:40 – Mark’s road trip experience from North Carolina to California • 7:30 – How are you thinking about asset allocation today? • 13:38 – Bitcoin: what changed your mind? How are you allocating in this area, and how should other investors be thinking of in terms of percentagewise for a hedge like Bitcoin? • 18:39 – Innovations that are getting you excited today? • 22:58 – Mark’s process for evaluating managers and the characteristics he looks for • 31:37 – What was your biggest mistake? • 34:54 – What was your greatest learning moment? • 37:34 – Wrap up question Related articles and links: CFA Institute members and charterholders Professional Learning Tracker https://cpd.cfainstitute.org/ ____ ► Subscribe to the Take 15 Channel Here https://www.youtube.com/channel/UCA3HUMuK4FSp_CvQH_2Ji7g ►Email us for comments, questions, or appearance requests:[email protected] ____ Find Lauren here: LinkedIn: https://www.linkedin.com/in/lauren-foster/ Twitter: https://twitter.com/laurenfosternyc Find Mark here: Twitter: https://twitter.com/MarkYusko?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor