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2018 ANGELES FOUNDATION SYMPOSIU...2018 ANGELES FOUNDATION SYMPOSIUM
- 回到yabo亚博网站登录首页事件即将来临的事件 & 历史 2024 WEBINAR - THE MYSTERIOUS HORIZON 2023 WEBINAR - A BOX OF CHOCOLATES 2022 WEBINAR - FAT BEAR TIME 2022 WEBINAR - PANDEMIC, INFLATION, WAR - 投资 AMIDST UNCERTAINTY 2021 WEBINAR - A 解决方案-ORIENTED FRAMEWORK TO STRATEGIC ASSET ALLOCATION 2020年网络研讨会-当世界崩溃时,市场如何处于历史高位 2019 PRECISION MEDICINE: THE FUTURE OF HEALTH CARE 2019 IS THERE A BEAR ON THE PROWL? 2018 INVESTMENT SYMPOSIUM: THE INTERSECTION OF POLITICS AND 投资 2018 IMPACT 投资 WEBINAR 2018 ANGELES FOUNDATION SYMPOSIUM 2017 ANGELES FOUNDATION SYMPOSIUM: MULTIPOLARITY 2016 ANGELES INDEPENDENT SCHOOL ENDOWMENT SYMPOSIUM 2015 ANGELES INDEPENDENT SCHOOL ENDOWMENT SYMPOSIUM
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2018 ANGELES FOUNDATION SYMPOSIUM
感谢您在2018年yabo亚博网站登录首页基金会研讨会上参与yabo亚博网站登录首页私募市场投资的讨论. For anyone who missed it, we hope you will be able to join us next year.
FOUNDATION SYMPOSIUM OVERVIEW
The symposium begins with Angeles' Chief Investment Officer, 迈克尔罗森, reviewing the history of bull and bear markets in the US, noting important distinctions among bear markets, and identifying three categories with similar characteristics. 他(还)没有看到目前熊市的条件,并提供了一些值得关注的迹象. 迈克尔随后说明了错过牛市尾部的巨大机会成本, and the impossibility of timing markets. 他的结论是,我们正处于结构性牛市之中, 随着时间的流逝.
Following Michael’s presentation, 尊敬的投资者, 詹姆斯•威廉姆斯, Chief Investment Officer of the Getty Trust, 和何塞·费利西亚诺, co-founder of the private equity firm, 机构Clearlake资本, 讨论私募股权在机构投资组合中的作用和当前的投资环境. 威廉姆斯(Jim Williams)断言,如果不对私募股权进行有意义的配置,盖蒂美术馆8%的回报率目标是无法实现的. 对他来说,在评估投资机会时,最重要的是普通合伙人和有限合伙人之间的利益一致性, and demonstrable operational improvements to generate strong results. 在过去的16年里,吉姆领导着70亿美元的捐赠基金,支持新的团队和新兴战略对盖蒂信托来说非常成功.
机构Clearlake资本最近完成了其第五只超额认购基金的交割,该基金通过专注于中端市场的特殊情况,历来是私募股权领域回报率最高的基金之一. Jose acknowledges that valuations in the market are high, 但他仍在寻找竞争有限、价格合理的机会.
We invite you to watch a video from our 2018 Angeles Foundation Symposium. The first video is a two-minute highlight clip of the symposium, and the second video is the full presentation.PRESENTATION HIGHLIGHTS - 2:17
FULL PRESENTATION - 1:21:37
您可以通过访问我们的 yabo亚博网站登录首页 页面.
To download a copy of 迈克尔罗森's presentation, please 下载.
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