TIFF

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4 statements about TIFF, every show

Salem: Stepping down from TIFF was the biggest mistake of my life
“I think I did it very, very well, almost as well as one could do it, and I think it was the biggest mistake of my life.”
David Salem Sep 30, 2024 ▶ 30:14 David Salem - Investment Wisdom from the Owner's Box (EP.409)
Salem: Managers must establish client boundary conditions before announcing strategy shifts
“So answer your question is you have to set up the boundary conditions way before the conversation unfolds where you're going to impart to a trusted and valued client some significant, noteworthy, uncomfortable change in what you're doing.”
David Salem Sep 30, 2024 ▶ 24:38 David Salem - Investment Wisdom from the Owner's Box (EP.409)
Salem: TIFF required managers to provide ex-ante written decision write-ups
“So the emphasis that I placed from day one at TIFF, and I probably led us to miss and pass on managers that might have otherwise cleared the bar and made us even more money, Was I would basically insist on ex-ante written write-ups of decisions that produced t…”
David Salem Sep 30, 2024 ▶ 20:59 David Salem - Investment Wisdom from the Owner's Box (EP.409)
Salem: Effective manager selection screens from disqualifying to essential attributes
“The four-part framework is very simply, you screen first and foremost for disqualifying attributes, then unfavorable attributes, then favorable attributes, and finally, essential attributes.”
David Salem Sep 30, 2024 ▶ 19:46 David Salem - Investment Wisdom from the Owner's Box (EP.409)

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