SALT iConnections New York 2024: Venture GPs Held One Third Of Their Portfolio In Public Stocks

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Jacob Wolinsky
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Innovations in Institutional Investing

Below are notes from the SALT iConnections New York 2024, which took place on May 20. The panel was titled "Innovations in Institutional Investing: The Evolution of Asset Allocation Models," featuring Steve Moseley, Managing Director at Wafra, and Sarah Samuels, CFA, CAIA, Partner at NEPC.  Wafra has $32 billion under management and is owned by the Public Institution for Social Security of Kuwait (PIFSS). NEPC is one of the industry’s largest independent investment consulting firms, serving more than 400 clients with assets in excess of $1.4 trillion.

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Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.