Alaska Permanent Fund Corporation, every mention
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tap a year for its mentions
every year anyone Steve Moseley 19Ted Seides 9Daniel Adamson 8Ashby Monk 2Sulaiman Alderbas 1Jon Glidden 1
Verbatim, from the transcripts: the passages where Alaska Permanent Fund Corporation comes up
Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)
- ▶ 32:43 Ashby Monk They will soon be the biggest sovereign fund in America, passing Alaska.
Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417)
- ▶ 37:24 Jon Glidden So Jeff spent some time at Dow and he was the CIO out at Alaska Permanent once upon a time.
Innovation in Private Markets 3: Sulaiman Alderbas – A Massive Restart at PIFSS (Capital Allocators, EP.194)
- ▶ 35:11 Sulaiman Alderbas So through Constellation, we did it through a JV, initially with Alaska and RELPEN, and with other mature stakes, we invited our friends over at the KIA Kuwait Fund, and now working with other institutional international investors.
Innovation in Private Markets 1: Steve Moseley – The Space in Between GPs and LPs at Alaska Permanent Fund (Capital Allocators, EP.192)
- ▶ 2:31 Ted Seides My guest on today's show is Steve Mosley, the head of alternative investments at Alaska Permanent Fund, a seventy billion dollar sovereign endowment that supports the citizens of Alaska. 3 times in the scene
- ▶ 9:48 Ted Seides So before we dive into that, how did you end up going to Alaska Permanent? 6 times in the scene
- ▶ 16:19 Steve Moseley When the fund was formed, they invested first and only in government bonds. 6 times in the scene
- ▶ 20:59 Steve Moseley Returns, not just because it's compounding at a faster rate, but because it's a natural match with the overall duration of the fund. 2 times in the scene
- ▶ 28:24 Steve Moseley We, as investors here at the permanent fund, have no special incentive to invest directly in an operating company versus through an overpriced fund of funds, except to the extent that the expected returns are different, or it fits into our… 2 times in the scene
- ▶ 43:43 Steve Moseley I think that is not unique to the permanent fund, but it's turned out to be really powerful, to really compel everybody to come up with an answer, not just to contribute to the thought process, but to answer the question, would you put…
- ▶ 56:43 Steve Moseley That have been at the permanent fund roughly in about eight years has gone from about 19 to, I don't know, 32, 33, something like that now, and that can't be a long-term positive for returns. 6 times in the scene
- ▶ 1:08:48 Steve Moseley And it's important to say this because it's one of the great merits, the great things about working at the permanent fund is that we don't have any political influence in our investment decision making. 2 times in the scene
Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)
- ▶ 13:47 Daniel Adamson I didn't come in with an idea of Constellation, nor was Constellation my idea alone, and I want to talk about the collective effort that went into putting it together both with the Wafra team that had already for a decade been doing GP…
- ▶ 16:40 Daniel Adamson And I was talking to Angela Rodell, the CEO of the Alaska Permanent Fund, and later met Paul Bishop, the head of alternatives at Railpen.
- ▶ 20:47 Daniel Adamson The other piece is I mentioned that trip to New Zealand, which was really memorable because I, I sat next to Angela Rodell, the CEO of the Alaska Permanent Fund, and I asked her, you know, what's your five-year strategic plan for Alaska? 2 times in the scene
- ▶ 24:56 Daniel Adamson Alaska doesn't have that capability.
- ▶ 28:50 Daniel Adamson So when we set up Constellation, our first challenge was to set it up in a way that had those benefits as a new GP Constellation should be owned in equal parts by Alaska, Railpen, and PIFIS in Kuwait.
- ▶ 32:37 Daniel Adamson So we have a board of the three founding asset owners, Paul Bishop, who's the head of private markets at Railpen, Steve Mosley, who's now the deputy CIO of Alaska, and Russell Valdez, who's the CIO of WAFRA, are the three founding board… 2 times in the scene
Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29)
- ▶ 55:00 Ashby Monk You know, I helped Wafra, Railpen, and Alaska Permanent, like, launch a new private equity seeding platform called Constellation.