Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382)

Capital Allocators – Inside the Institutional Investment Industry

Content provided by Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

2M ago 57:55

MP3•Episode home

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.

Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

613 episodes

#Capitalallocation #Trading #Business #Ted Seides – Allocator and Asset Management Expert #Asset Management Expert #Ted Seides – Allocator