Discussion Topics

 

  • What are our investment goals?

  • What is our investment horizon?

  • What is our risk tolerance?

  • With whom should we invest our money?

  • When should we invest?

  • What investment vehicles should we use?

  • How much capital should we allocate to each investment?

  • Where can we improve our portfolios?

  • What can we learn to better our investing?

  • Should we move to cash?

  • Should we stay fully invested?

  • What investment opportunities are available?

How We Invest

 

  • Set high level investment goals

    • Identify the Big Picture Theme

    • Then identify best in class ways to play those themes

  • Set investment timeline (with eyes on the future)

  • Select strategic partners

  • Develop our risk matrix and assess our risk tolerance

  • Agree on a strategic allocation

  • Benchmark allocation with Members

  • Use leverage and MFN to negotiate fees

  • Monitor investments to keep on track to our goals

  • Periodically relocate assets to be consistent with strategic allocation

  • Maintain a sufficient amount of "dry powder" to take advantage of "trading" opportunities