Type: Webinar & Events

In June 2023, the second stop of TIFF Investment Management’s Investment Navigator series was held in New York City, offering industry peers an intimate setting to network and connect with TIFF’s Investments team for meaningful conversations. The format provided ample time for questions and most importantly, an opportunity for participants to exchange valuable insights.

CIO Jay Willoughby and Managing Director of Equity-Oriented Strategies Trevor Graham addressed various attendee interests including the direction of markets, intriguing trends in technology and venture capital, as well as insights into private equity, real estate, and ESG considerations. Jay also shared his economic outlook, sparking engaging conversations as investors seek new ideas in an increasingly volatile environment. Attendees actively participated with questions and comments, exploring topics such as the interplay between rising interest rates and valuation multiples, the complexities of inflation, the attractiveness of private credit, and the examination of China as an investable market.

The next and final stop on TIFF’s Investment Navigator series is coming to Boston, MA.

For information on other future events, please visit tiff.org/events.

Investors have weathered a sustained challenging market environment with continuing effects of the pandemic compounded by war and macroeconomic factors.

In periods where returns and liquidity are under pressure, even the most sophisticated investors can be tempted to reduce – or even eliminate – commitments to Private Markets.

We espouse to our clients the importance of not trying to “time” Private Markets – and instead to commit consistently at a steady level year in and year out.

Download our new white paper: Screw Your Courage to the Sticking Place: Continuing to Invest in Private Markets through 2023

Connect with peers and TIFF’s Investments team in person to share key investment insights. These events are tailored to address our members’ most pressing concerns and focus on providing perspective around today’s complex investment landscape.

In March 2023, TIFF Investment Management launched our Investment Navigator series. This series aims to bring together industry peers in different cities to discuss important investment topics and how investors are accounting for them through portfolio management. Each event will provide an intimate setting for members to network and ask questions of TIFF’s Investments team. Whether you are an endowment, foundation, or other institutional investor, the Investment Navigator series is an excellent opportunity to connect with peers, share your point of view, and learn from the TIFF team.

The first stop in our series was Chicago, IL. CIO Jay Willoughby, and Managing Director – Equity-Oriented Strategies Trevor Graham addressed such market considerations as inflation, cash management, and the role of private equity today. Attendees raised concerns about preserving cash and ensuring the safety of cash on hand, particularly for smaller endowments and foundations. They also asked about TIFF’s strategic asset allocation and whether we were making tactical moves in response to inflation. Private equity was also discussed, with questions about valuations and whether TIFF was still generating positive returns in light of the current market environment.

Get ready, the next stop on TIFF’s Investment Navigator series is coming to New York, NY.

For information on other future events, please visit tiff.org/events.

TIFF Investment Management’s Co-Head of Custom Asset Allocation, Matt Hoehn, joined the panel, “Perspectives and Insights from the Endowment World” at The Montgomery Summit in March 2023. In the context of OCIO, panelists discussed the current investing climate, asset allocation, portfolio construction, valuation, liquidity, and the implications for their manager selection process.

Watch: Perspectives & Insights from the Endowment World

TIFF Investment Management’s CEO, Kane Brenan, was a panelist for EisnerAmper’s Alternative Investment Summit “Investment Spotlight: Where Investors Are Looking for Future Performance” to share perspectives on the many alternative investment opportunities. This virtual discussion covers:

• Which strategies are top of mind for investors going into 2023?
• What are the key differentiators when comparing funds?
• How an emerging strategy becomes a viable investment opportunity?

View the recording: Investment Spotlight: Where Investors Are Looking for Future Performance

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 link to the recording is being provided for informational purposes only and the recording constitutes neither an offer to sell nor a solicitation of an offer to buy securities. It also does not constitute investment, legal or tax advice. Opinions expressed therein are those of TIFF and are not a recommendation to buy or sell any securities.

The recording 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.