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

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Jacob Wolinsky
Published on
Innovations in Institutional Investing
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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 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 covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.