Trusted Insighthttp://thetrustedinsight.com/2017-10-30T11:09:20.503731-04:00Trusted Insight, the world's largest platform for institutional investors with 40,000 LP investor professionals in 98 countries and territories around the globe. 30,000 institutional investors engage with Trusted Insight each week. They are actively investing in alternative assets, primarily private equity, hedge funds, real estate and private companies. Our users consist of pension funds, endowments, foundations, sovereign wealth funds, family offices, banks and insurance companies. 83% of Trusted Insight users continue to use the platform 6 months after initially signing up. Investors on the platform, on average manage in excess of $5 billion. We are a platform for qualified purchasers, not high net worth investors.
LPs Talk Quants, Pros (& Cons) Of Seeding New Managers
2017-10-30T11:09:20.503731-04:00https://www.thetrustedinsight.com/investment-news/lps-talk-quants-pros-cons-of-seeding-new-managers-20171030661/
A structural shift is happening in how institutional investors approach hedge funds. Technology plays an increasingly important role in hedged strategies, and institutions are looking to newer, hungrier managers for long-term partnership. Panelists include: Jonathan Hook, chief investment officer, Harry and Janet Weinberg Foundation; Pamela Campbell, managing director of hedged strategies, Washington University in St. Louis; Dan Parker, deputy chief investment officer, Texas Tech University. Elaine Orr moderated.
How LPs Structure Their Hedge Fund Allocations | Hedge Fund Panel Part 1
2017-10-23T14:28:11.983131-04:00https://www.thetrustedinsight.com/investment-news/how-lps-structure-their-hedge-fund-allocations-hedge-fund-panel-part-1-20171023124/
Hear how a group of foundation and endowment investment professionals structure their hedge fund portfolios, how they educate their boards of the importance of hedge funds and their thoughts on hedge fund fee structures.
Regulations In Emerging Markets Can Work Both Ways
2017-10-11T14:10:15.392459-04:00https://www.thetrustedinsight.com/investment-news/regulations-in-emerging-markets-can-work-both-ways-20171011053/
Economic growth and the potential for outsize returns in emerging markets appeal to investors, but lagging or absent regulations are a major concern. While unpredictable policies can create a complicated investing environment, the hands-off gesture by governments has provided room for free trade and growth unseen in developed countries. <br />
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In part three of Trusted Insight’s Emerging Markets panel, experienced LPs investing in emerging markets discuss how they navigate this complex water. They also answered questions from the audience.
How LPs Are Positioning For China's Growing Consumerism, Potential Market Pullback
2017-10-06T15:25:44.956884-04:00https://www.thetrustedinsight.com/investment-news/how-lps-are-positioning-for-chinas-growing-consumerism-potential-market-pullback-20171006245/
China's growing middle class, shifting demographics and the rise of technology-driven consumerism has made the country ripe for investment. At the same time, China's economy is slowing and could see a pullback. Here's how institutional investors are positioning themselves in this unique market.
Panelists include: Janet Devinney, investment director, Kamehameha Schools; Alan Chang, partner and managing director, Capricorn Investment Partners; Jon Nieman, head of private equity, Saudi Aramco; and Seungha Ku, head of offshore private equity, CreditEase. This panel was moderated by Melissa Guzy, managing partner at Arbor ventures and took place on June 14, 2017 at Trusted Insight’s inaugural Alpha Conference.
The Charm, Unknown Of Emerging Markets Private Equity
2017-09-26T16:20:24.233414-04:00https://www.thetrustedinsight.com/investment-news/the-charm-and-the-unknown-of-emerging-markets-20170926834/
Emerging markets take a sizable chunk of institutional capital from developed countries. But as domestic private equity has been providing steady returns, is the risk of going into emerging markets still worthwhile? While some warn that investors should be careful betting on emerging markets, others argue investors need a little patience and a “buy-and-build” approach.
In part three of Trusted Insight’s private equity panel, investors discuss their experience and observations on emerging market investing. The panelists also answered questions from the audience.
Reassessing 2-And-20 In Private Equity
2017-09-20T10:49:18.910039-04:00https://www.thetrustedinsight.com/investment-news/reassessing-2-and-20-in-private-equity-20170920364/
Private equity was the best performing asset class in 2016, while the standard 2-and-20 fee structure has come under fire. LPs are comfortable paying top dollar for long-term partnerships with top-quartile performers, but should the same structure be applied to every manager? If not, which fee models are taking its place? Investors from top-tier institutions share their thoughts on the matter. Panelists include Dale Hunt, managing director at Ascension Investment Management; John Heneghan, investor at Equity Group Investment, a single-family office; Tristram Perkins, managing director of Neuberger Berman; and Josh Stern, director at Robert Wood Johnson Foundation. The panel was taped during Trusted Insight’s Alpha Conference in San Francisco on Jun. 14, 2017.
Can U.S. Investors Compete In Competitive Chinese VC Markets?
2017-09-14T11:21:54.354802-04:00https://www.thetrustedinsight.com/investment-news/can-us-investors-compete-in-competitive-chinese-vc-markets-20170914854/
While Chinese investors have bought real estate and other hard assets in the United States, Europe and Australia at unprecedented rates, a small cohort of players dominate the Chinese venture capital markets. Is there room for other players in markets dominated by Alibaba, Baidu, Tencent and JD? An esteemed group of institutional investors offer their take.
Is The Private Equity ‘Golden Age’ Over?
2017-09-08T11:11:46.816219-04:00https://www.thetrustedinsight.com/investment-news/is-the-private-equity-golden-age-over-20170908367/
Private equity was the best performing asset class in 2016, which has led to and been fueled by massive inflows of institutional capital. As the industry bifurcates into mega funds and niche shops, will high returns become increasingly scarce? In this panel, top investors from a wide range of institutions discuss the reasons behind these inevitable trends and where to find a competitive edge.
Panelists include Dale Hunt, managing director at Ascension Investment Management; John Heneghan, investor at Equity Group Investment, a single-family office; Tristram Perkins, managing director of Neuberger Berman; and Josh Stern, director at Robert Wood Johnson Foundation.
The panel was taped during Trusted Insight's Alpha Conference in San Francisco on Jun. 14, 2017.
Saudi Aramco’s Global Private Equity Strategy: Jon Nieman, Head Of PE
2017-08-29T10:37:51.455410-04:00https://www.thetrustedinsight.com/investment-news/saudi-aramcos-global-private-equity-strategy-jon-nieman-head-of-pe-20170829572/
Jon Nieman is the head of private equity of the investment management division of Saudi Aramco, a Saudi Arabian national petroleum and natural gas company. A Michigan native expatriating in Saudi Arabia, Nieman talks about his cultural learning experience in the Middle East and, more importantly, how he rebuilt Saudi Aramco’s private equity strategy, replacing large chunk of buyout funds with opportunistic and venture programs. <br />
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Nieman spoke at Trusted Insight’s Alpha Conference in San Francisco on Jun. 14, 2017.
Structuring A Diversified Real Assets Portfolio
2017-08-15T11:08:54.869066-04:00https://www.thetrustedinsight.com/investment-news/structuring-a-diversified-real-assets-portfolio-20170815464/
Mark Canavan joined New Mexico Educational Retirement Board in Mark Canavan joined New Mexico Educational Retirement Board in December 2007 to lead the pension plan’s real estate portfolio. Seeing the onset of a financial crisis, Canavan instead made his first allocation in infrastructure, which saved the plan from deadly losses during the 2008 Financial Crisis. Since then, he has built out the real assets portfolio for NMERB with diversified exposure in various assets. In this presentation, Canavan discusses opportunities within these sub-categories — energy, timber and agriculture, and mitigation banking.<br />
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Canavan spoke at Trusted Insight’s Alpha Conference in San Francisco on Jun. 14, 2017. <a href="https://www.youtube.com/channel/UCcpTHXv2cwIJShtph__j-zQ">Click here</a> to see more videos of Trusted Insight.
Growth Factors In Major Emerging Markets | Investor Panel - Part I
2017-08-11T10:05:36.395367-04:00https://www.thetrustedinsight.com/investment-news/growth-factors-in-major-emerging-markets-investor-panel-part-i-youtube-20170811441/
Emerging markets bear high growth potential for institutional investors while having their country-specific restraints, such as poor infrastructure, regulatory barriers and so on. In this panel, two venture capitalists from India and Brazil, and a Middle East family office investor identify areas of growth in markets they specialize in and the parameters they use to evaluate these sectors.<br />
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The panel was taped during Trusted Insight Alpha Conference on Jun. 14, 2017 in San Francisco. <a href="https://www.youtube.com/channel/UCcpTHXv2cwIJShtph__j-zQ">Click here</a> to see more videos of Trusted Insight.
Simplistic Real Estate Investments Drive Simple Success
2017-08-03T11:26:50.938751-04:00https://www.thetrustedinsight.com/investment-news/simplistic-real-estate-investments-drive-simple-success-20170803337/
Tom Masthay is the director of real assets at Texas Municipal Retirement System. He led approximately $1 billion in real estate investment in 2016 for Texas MRS. In this presentation, Masthay navigated the real estate industry through charts and numbers, and explains why “cool investments don’t often get compensated.” He also identified a number of emerging real estate trends that are potentially profitable for institutional investors. The presentation was taped during Trusted Insight Alpha Conference on Jun. 14, 2017 in San Francisco.
Middle Market Oil & Gas Funds Present Unprecedented Opportunities: Juniper Capital CEO
2017-07-25T11:20:44.073869-04:00https://www.thetrustedinsight.com/investment-news/middle-market-oil-gas-funds-present-unprecedented-opportunities-20170725188/
The decline in oil price since 2015 has significantly drained cash flow in oil and gas industry. That’s where private equity investments come into play: keeping oil and gas companies running, while potentially earning handsome returns. Edward Geiser, the founder of Juniper Capital, a Houston, Texas-based private equity firm specializing in U.S. oil and gas investments, navigates the current landscape of the oil and gas industry in this presentation and explains why small- to medium-size funds will deliver more attractive returns for LPs.<br />
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The presentation was taped during Trusted Insight Alpha Conference on Jun. 14, 2017 in San Francisco.
Geopolitical Risks Haven't Destabilized The Market…Yet | CIO Panel Part III
2017-07-24T10:59:36.061597-04:00https://www.thetrustedinsight.com/investment-news/geopolitical-risks-havent-destabilized-the-marketyet-cio-panel-part-iii-20170724140/
How relevant are global geopolitical events such as Brexit, China’s financial policy and U.S. deregulation to institutional investors? In part three of Trusted Insight’s “Trumponomics 101” panel, chief investment officers from university endowments, healthcare systems and corporations share their thoughts on the matter. While some worry the next tech bubble is around the corner, others argue markets are not as fragile as many would think.<br />
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Panelists include Chris Li, CIO of Lockheed Martin, David Holmgren, CIO of Hartford HealthCare, Stuart Mason, CIO of the University of Minnesota, and Sam Gallo, CIO of the University System of Maryland Foundation. The panel was taped during Trusted Insight Alpha Conference on Jun. 14, 2017 in San Francisco.
Political Gridlock Can Be Good For Markets: CIO Panel Part II
2017-07-19T10:49:54.837293-04:00https://www.thetrustedinsight.com/investment-news/political-gridlock-can-be-good-for-markets-cio-panel-part-ii-20170719064/
In part two of Trusted Insight’s “Trumponomics 101” panel, chief investment officers from university endowments, healthcare systems and corporations discuss how health care reform, tax reform and other legislative actions will likely affect capital markets in the U.S. and internationally.<br />
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Panelists include Chris Li, CIO of Lockheed Martin, David Holmgren, CIO of Hartford HealthCare, Stuart Mason, CIO of the University of Minnesota, and Sam Gallo, CIO of the University System of Maryland Foundation. The panel was taped during Trusted Insight Alpha Conference on Jun. 14, 2017 in San Francisco.<br />
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Check out part one of CIO panel <a href="https://www.thetrustedinsight.com/investment-news/what-these-cios-did-before-the-election-cio-panel-part-i-20170711934/" target="_blank">here</a> and other Trusted Insight videos <a href="https://www.youtube.com/channel/UCcpTHXv2cwIJShtph__j-zQ" target="_blank">here</a>.
CIOs’ Tactical (Or Not) Preparation For President Trump | CIO Panel Part I
2017-07-11T10:23:50.894136-04:00https://www.thetrustedinsight.com/investment-news/what-these-cios-did-before-the-election-cio-panel-part-i-20170711934/
The election of Donald Trump to presidency was a significant political event in 2016 that profoundly shaped the expectations and strategies of institutional investors. In part one of the “Trumponomics 101” panel at Trusted Insight’s Alpha Conference, chief investment officers from university endowments, health care systems and corporations revisited the asset allocation decisions they made before and after the election and the thinking behind it.<br />
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Panelists include Chris Li, CIO of Lockheed Martin; David Holmgren, CIO of Hartford HealthCare; Stuart Mason, CIO of the University of Minnesota, and Sam Gallo, CIO of the University System of Maryland Foundation. The panel was taped during Trusted Insight Alpha Conference on Jun. 14, 2017 in San Francisco.
W.K. Kellogg Foundation: A Pioneer In Impact Investing
2017-07-06T12:26:26.048152-04:00https://www.thetrustedinsight.com/investment-news/wk-kellogg-foundation-a-pioneer-in-impact-investing-20170706866/
Investing a private foundation’s assets in perpetuity to maintain payout power is not easy, let alone aligning investment strategy with the organization’s charitable mission. W.K. Kellogg Foundation is one that strives to achieve both goals. Neal Graziano, director of investments at Kellogg, breaks down the foundation’s investment philosophy in detail at Trusted Insight’s Alpha Conference on June 14, 2017. He also explains why his team values cash flow over macroeconomic factors in making investment decisions.
The Unconventional Portfolio Strategy For A Low-Yield Environment
2017-06-29T10:52:58.697151-04:00https://www.thetrustedinsight.com/investment-news/the-unconventional-portfolio-strategy-for-a-low-yield-environment-20170629703/
Achieving low single-digit returns utilizing conventional portfolio strategies has become increasingly difficult since the 2008 Financial Crisis. Stuart Mason, chief investment officer of the University of Minnesota Foundation, completely rewrote the institutional investment playbook to generate desired returns in this new normal environment. Mason detailed his strategy in length at Trusted Insight’s inaugural Alpha Conference on June 14, 2017.
Why LPs Should Utilize Upstream Oil & Gas Assets | Edward Geiser, Managing Partner, Juniper Capital Advisors | Exclusive Q&A
2017-05-24T11:10:04.286973-04:00https://www.thetrustedinsight.com/investment-news/why-lps-should-utilize-upstream-oil-gas-assets-edward-geiser-managing-partner-juniper-capital-advisors-exclusive-qa-20170524816/
Edward Geiser is managing partner and head of investment committee at Juniper Capital Advisors, a private equity firm based in Houston, Texas. The firm focuses on control equity investments in middle market oil and gas companies that have assets in established basins all located onshore in the United States. Geiser will represent Juniper at the Trusted Insight Alpha Conference on June 14 in San Francisco. This interview is a sneak preview to his presentation. Geiser discusses the upstream oil and gas market, the impacts of the decline in oil prices and what makes an ideal institutional investor partner.
Building An Investment Office, Reputation From Scratch | Exclusive Q&A With Jonathan Hook, CIO Of Weinberg Foundation
2017-05-05T10:53:39.185638-04:00https://www.thetrustedinsight.com/investment-news/building-an-investment-office-reputation-from-scratch-exclusive-qa-with-jonathan-hook-cio-of-weinberg-foundation-20170505205/
Jonathan Hook joined The Harry and Jeanette Weinberg Foundation as its inaugural chief investment officer in May of 2014. He oversees the foundation's $2.2 billion of investments across various asset classes. Previously, Hook was the chief investment officer at The Ohio State University from 2008 to 2014 and the chief investment officer at Baylor University from 2001 to 2008. Mr. Hook was recently named on Trusted Insight 2017 Top 30 Foundation Chief Investment Officers. He graciously spoke with us on April 20.
20 Largest Private Foundations In America - Part I
2017-04-27T11:29:01.268800-04:00https://www.thetrustedinsight.com/investment-news/top-20-private-foundations-in-america-part-i-1-20170427931/
Private foundations, given their charitable orientation, are often overlooked in the competitive arena of investing. However, these firms control vast fortunes that are strategically deployed to enact social influence over a long duration -- often in perpetuity. In part one of Top 20 Private Foundations In America, Trusted Insight profiles 10 prominent multi-billion-dollar charitable organizations established by the founders of America’s largest and oldest companies of the modern age, such as Microsoft, Intel, Hewlett and Packard and Ford Motor Company. Here’s what they do and how they manage their money.
Celebrating The Top 30 Women Chief Investment Officers
2017-03-08T12:00:22.248118-05:00https://www.thetrustedinsight.com/investment-news/celebrating-the-top-30-women-chief-investment-officers-20170308247/
In honor of International Women’s Day, Trusted Insight is celebrating the women within institutional investment who have shown exceptional leadership and investment acumen as chief investment officers.
Wyoming Retirement System Chief Investment Officer Sam Masoudi To Discuss Emerging Investment Trends
2017-01-25T11:32:18.258536-05:00https://www.thetrustedinsight.com/investment-news/wyoming-retirement-system-chief-investment-officer-sam-masoudi-to-discuss-emerging-investment-trends-20170125795/
<p dir="ltr">Sam Masoudi, chief investment officer of the Wyoming Retirement System, has joined a prestigious cohort of chief investment officers and senior investors meeting in June to share his insights on private markets. Speaking to more than 200 institutional investors at Trusted Insight Alpha Conference in San Francisco on June 14, 2017, Masoudi will be a critical voice on a panel discussion of the emerging investment and fee structures in private markets.</p>
Advance In Institutional Investing With These 7 Tools In 2017
2017-01-20T12:25:31.021351-05:00https://www.thetrustedinsight.com/investment-news/2017-will-be-trusted-insights-best-year-yet-20170120617/
Here are some of the ways we want to help continue to grow your investment and career success in 2017:
New Mexico ERB Senior Portfolio Manager Mark Canavan Joins CIO-Led Forum To Discuss Real Assets
2017-01-20T10:41:40.856945-05:00https://www.thetrustedinsight.com/investment-news/new-mexico-erb-senior-portfolio-manager-mark-canavan-joins-cio-led-forum-to-discuss-real-assets-20170120618/
<p dir="ltr">Speaking to more than 200 institutional investors at <a href="https://www.thetrustedinsight.com/institutional-investor-event/alpha-conference-in-san-francisco-event-san-francisco-2017-06-13-14/">Trusted Insight Alpha Conference</a> in San Francisco on June 14, 2017, Canavan will discuss the emerging opportunities and looming pitfalls of investing in real assets in this low interest rate and uncertain market environment.</p>
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This Policy-Driven Market 'Really Scares Me' | Mark Canavan, New Mexico ERB | Exclusive Q&A Part 3
2017-01-13T10:10:04.014688-05:00https://www.thetrustedinsight.com/investment-news/this-policy-driven-market-really-scares-me-mark-canavan-new-mexico-erb-exclusive-qa-part-3-20170113391/
With his broader career in hindsight, we asked Mark Canavan about the current state of the markets and how he has positioned New Mexico Educational Retirement Board's real assets portfolio to mitigate risk while generate the best-possible returns over the near and long term.
Aflac CIO Eric Kirsch Joins CIO-Led Forum To Discuss Private Credit
2016-12-15T10:26:27.795889-05:00https://www.thetrustedinsight.com/investment-news/aflac-cio-eric-kirsch-joins-cio-led-forum-to-discuss-private-credit-20161215512/
Eric Kirsch, global chief investment officer at Aflac, has joined a prestigious cohort of chief investment officers meeting next year to share his insights on future investment trends in private credit.
Chief Investment Officers Gather In San Francisco To Discuss The Future Of Institutional Investing
2016-11-16T12:09:23.205930-05:00https://www.thetrustedinsight.com/investment-news/worlds-top-investors-unite-at-the-inaugural-trusted-insight-alpha-conference-the-conference-that-changed-institutional-investing-20161116356/
<p dir="ltr">A number of the US’ top chief investment officers are due to gather in San Francisco next year to discuss the future of institutional investment and private markets. </p>