How I Invest Podcast – Strategies Institutions Need

Brendon Parry, Head of Private Markets, Deputy CIO, and Managing Director at TIFF Investment Management is featured on How I Invest with David Weisburd.

The conversation explores:

  • TIFF’s Mission: How TIFF Investment Management supports nonprofits with specialized investment solutions.
  • Private Markets Expertise: Insights into early-stage venture capital, lower middle market buyout, and growth equity investments.
  • Partnership Approach: How TIFF collaborates with nonprofits of various sizes to customize portfolios and deliver long-term returns.
  • Legacy of Leadership: The influence of David Swensen, former Yale CIO, on TIFF’s investment philosophy.
  • Hidden Gem of Lower Middle Market PE: Learn how we believe the lower middle market’s less competitive landscape, coupled with operational improvement potential, makes it an attractive space especially when investing alongside independent sponsors.
  • Career Insights: Lessons from Brendon’s journey in private equity and investment management.

Listen on Apple -> https://apple.co/4hxDARA

Watch on YouTube -> https://youtube.com/watch?v=eVMgmzF0n9g

Disclaimer: Brendon Parry, CFA, is the Head of Private Markets, Deputy CIO at TIFF Investment Management. All views expressed by him on this podcast are solely his opinions and do not reflect the opinions of TIFF. You should not treat any opinions expressed by Brendon as a specific endorsement to make a particular investment. References to any securities are for informational purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Any past performance discussed is not indicative of future results. Please keep in mind that investment in a fund entails a high degree of risk, including the risk of loss. Please note that the ads featured in this podcast are not endorsed by TIFF, and TIFF is not a sponsor of these ads.

How I Invest is hosted by David Weisburd, a Venture Capitalist who has raised over $2B+ in institutional capital and is passionate about connecting Limited Partners (Endowments, Pension Funds, and Family Offices) with General Partners. The podcast, by their definition, interviews the world’s leading institutional investors.

Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance. There is no guarantee that any particular asset allocation or mix of strategies will meet your investment objectives.

The materials are being provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. These materials also do not constitute investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.

These materials may contain forward-looking statements relating to future events. In some cases, you can identify forward-looking statements by terminology such as “may,” “will,” “should,” “expect,” “plan,” “intend,” “anticipate,” “believe,” “estimate,” “predict,” “potential,” or “continue,” the negative of such terms or other comparable terminology. Although TIFF believes the expectations reflected in the forward-looking statements are reasonable, future results cannot be guaranteed.

TIFF’s Outlook for Private Markets Investing

TIFF Investment Management’s Head of Private Market Client Solutions, Carolyn Patton, CFA, sat down with EisnerAmper podcast to share valuable insights on the outlook of private markets investing. Join host Alana Margulis Snyderman as they discuss opportunities, challenges, and the integration of DEI in the ever-evolving landscape of private markets.

Watch the podcast here: TIFF’s Outlook for Private Market Investing

The materials are being provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. These materials also do not constitute investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.

Navigating the Evolving Outsourced CIO Landscape

In the recent episode of the Global Investment Leaders podcast, Kane Brenan, CEO of TIFF, engages in conversation with Chas Burkhart, CEO of Rosemont. The conversation centers around TIFF’s unique standing in the OCIO space, Kane’s leadership approach, the company’s evolving investment strategies, and the shift towards becoming an employee-owned public benefit limited liability company. To listen to the full podcast, click the play button in the box below.

This podcast episode is available on Apple PodcastsSpotify, and Google Podcasts.

The materials are being provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. These materials also do not constitute investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.

TIFF’s Investment Strategies and Market Outlook

In an interview with Dakota Live!, Chief Client Officer, Jessica Portis, CFA, discusses TIFF’s approach to sourcing investment ideas and evaluation process, advantages of pooled vehicles in the OCIO business, strategic utilization of alternative investments, and more!

Insights from Dakota Live! Watch the Interview: TIFF’s Investment Strategies, Vehicle Preferences, and Market Outlook 

The materials are being provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. These materials also do not constitute investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.

Engaging OCIOs through Private Market Solutions

TIFF Investment Management’s Head of Private Market Client Solutions, Carolyn Patton, CFA, sat down with Dakota Live! podcast to discuss how TIFF approaches private market solutions. Carolyn discusses TIFF’s approach to manager sourcing, due diligence and selection. Throughout the conversation, Carolyn expands on TIFF’s broader initiatives around diversity, equity, inclusion, and sustainability.

Watch Carolyn in this informative and interactive discussion: https://youtu.be/taNPjoJRsvc