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.
SALT iConnections New York 2024: Venture GPs Held One Third Of Their Portfolio In Public Stocks
Jacob Wolinsky
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Subscribe and get an extra 20% off annual with code LETTERSJacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available.FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid
