institutional funds

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jan 29, 2024 by Raphael Arndt · across every show →

Everything said about institutional funds, oldest first

Jan 29, 2024 neutral
Insight
Arndt: Institutional Macro Inaction Stems From Governance, Not Investment Talent
“Most of the things we think about the world are not secrets. Plenty of people are debating the same issues. It really boils down to, are you willing to act on that? And how far are you willing to move off the back of that? And mostly that's not the capability …”
Raphael Arndt Jan 29, 2024 ▶ 46:35 Raphael Arndt – The Death of Traditional Portfolio Construction? (EP.365)
Jul 14, 2025 negative
Disclosure
Sullivan: Yale walked away from top buyout manager after 7.5x fund expansion
“We had a firm that we worked with. We were in their first two institutional funds in the early 2000 period. They were both spectacularly successful. When they raised their third institutional fund, they set out to raise a fund that was seven and a half times t…”
Tim Sullivan Jul 14, 2025 ▶ 38:49 Tim Sullivan – Yale's Private Portfolio (EP.456)
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