Mark Baumgartner
8 statements across 2 episodes · 6 bullish · 0 bearish · 1 people on the record · first statement Nov 26, 2018 by Mark Baumgartner · across every show →
On the record as a speaker too: Mark Baumgartner's record, appearances and statements → this page counts the times other people say the name.
Everything said about Mark Baumgartner, oldest first
Nov 26, 2018
Nov 26, 2018 positive
Baumgartner: Ford Foundation shifted $8B of $10B into new strategies post-2008
“And then what we did over the next five years was to shift that portfolio more toward an endowment like portfolio. We built out the investment team there. We shifted probably eight of the ten billion at that point into different strategies or different manager…”
Apr 2, 2020 neutral
Baumgartner: Form independent views before consulting outside experts in a crisis
“If you get started too soon on talking with others without thinking yourself, I think it's hard to utilize that information, so put the stake in the ground, spend the time to really get a sense of what's going on, and by the way, you can be useful to folks if …”
Apr 2, 2020 positive
Baumgartner: Military OODA Loop Framework Applies to Crisis Allocation
“A way of approaching that is with an OODA loop, and that's an acronym for Observe, Orient, Decide, and Act. It's from the Air Force, Colonel John Boyd. He designed it as a framework for pilots who were facing dogfights, and so you can use both of those as anal…”
Apr 2, 2020 bullish
Baumgartner: Stress in private credit and high yield creates liquidity-provider opportunities
“Obviously with spreads blowing out the way they have opportunities in private credit, distressed, high yield are interesting. And there's enough stress that looks like it's been created in that market to make it attractive for liquidity providers. Wouldn't say…”
Apr 2, 2020 positive
Apr 2, 2020 bullish
Baumgartner: Travel and airline strategies offer double their pre-crisis expected return
“There are opportunities, especially in travel and leisure sector. It's been very, very affected. And in airlines, I There are some interesting strategies that probably have double the expected return that they had back in February, possibly double the expected…”