Capital Allocators – Inside the Institutional Investment Industry [REPLAY] - Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29)
May 24, 2021
Ashby Monk, Executive Director at Stanford's Global Projects Center and co-founder of Long Game, shares his insights on innovative capital allocation. He discusses transformative low-cost approaches for large asset owners, comparing global retirement systems and emphasizing the importance of personal savings through unique prize-based strategies. Monk highlights opportunities in venture capital and the need for transparency in financial fees, aiming to create impactful solutions for both institutions and individuals. His passion and creativity could reshape the future of finance.
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Active Management and Ecosystem
- Large asset owners like AustralianSuper manage money internally, focusing on active management where they have an edge.
- The University of California leverages its ecosystem for privileged access to investment opportunities.
UC Investment Strategy
- The University of California leverages its resources, such as energy labs and medical science communities, to assess investments and gain access to deal flow.
- They partnered with Bow Capital to leverage the deal flow within the UC ecosystem.
Fee Transparency
- Transparency around fees can incentivize better resource allocation.
- Comparing external management fees with internal budgets reveals opportunities to bring management in-house.