It has been an eventful week, and it's easy to fall behind. Here are the 10 most important reads of the week.
Stanley Druckenmiller's Big Bet On The Chinese Consumer. Stanley Druckenmiller's Duquesne Capital bought Chinese consumer and tech stocks in the second quarter, according to a filing Monday.
Inside Boys Town’s ‘Tenured’ Investment Team | Exclusive Q&A With A Rising Star. Arnaldo Ovalles is an investment analyst at Boys Town, an institution that assists at-risk children and families to succeed in life. In this interview, he discussed the tenure and culture of the investment team at Boys Town; his involvement in the University of Nebraska's MBA Program; and why he follows a value investing approach.
The Impact Of Pensions Favoring Alts Over Equities: Research. The Center for Retirement Research at Boston College has put out a white paper about public pensions and alternative investments. It asks two questions: which plans have made the largest shift into alternatives? And, how has that shift mattered to their returns and risk?
The $500M Family Office Investing 100% In Impact Investing | Podcast. The Blue Haven Initiative was one of the earliest family offices to commit itself to 100% mission-aligned investing. At more than $500 million, it’s one of the biggest to make that commitment. And it’s one of the first to share its challenges publicly.
The VC Financing Parkinson’s Treatments (For Himself, The World) | Video (1:59). Jonathan Silverstein, health care venture capitalist, who was diagnosed with Parkinson's disease, is working to find a treatment or cure for the disease. This is how he's tackling this venture.
Structuring A Diversified Real Assets Portfolio | Video (22:58). 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.
This Investor Thinks Cryptocurrency Fulfills PayPals 'Original Vision'. One of Silicon Valley's most prominent investors and a former PayPal COO, discusses the promise of cryptocurrency such as bitcoin and ethereum.
Why You Should Care When Hedge Funds Invest In Bitcoin. The market for cryptocurrency is booming in a way the world has never seen before. Bitcoin and ether tokens have turned early buyers into millionaires. Now hedge funds are getting in on the blockchain game.
Ontario Teachers' CIO: U.S. Lags Race For Infrastructure Capital. The United States is lagging behind Canada in the race to attract capital for infrastructure projects despite launching a charm offensive to global investors and reaching out to officials north-of-the-border for advice, a top Canadian investor said.
Investors Want A Slice Of RE Tech's Multi-Trillion-Dollar Pie. Venture capitalists are flocking to real estate tech companies across the globe in search of the next WeWork or Airbnb, but it is not just the startups that are winning.