Kimberly Sargent – Passion and Mission at the Packard Foundation (EP.333) | Capital Allocators – Inside the Institutional Investment Industry

This podcast episode offers valuable insights from Kim Sargent, CIO at Packard Foundation, who oversees $10 billion. Sargent emphasizes maintaining an equity orientation, diversifying into alternative asset classes, sourcing experienced managers, and conducting thorough diligence. She discusses challenges in managing a foundation's portfolio, the importance of ESG and diversity, and finding inefficiencies in emerging markets and small buyouts. The episode also introduces the Endowment Management Investment Fellowship, a program for talented undergraduates to gain exposure to nonprofit investing. Finally, it presents life lessons and experiences from successful investor and philanthropist Kim Lew, highlighting the role of education, mission-driven work, and strong mentors in shaping her career.

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Kimberly Sargent – Passion and Mission at the Packard Foundation (EP.333)

Capital Allocators – Inside the Institutional Investment Industry

Kim Sargent: From Yale to Packard Foundation

Kim Sargent's Journey from Law to Finance and Her Experience at Yale

The Yale Model: Asset Allocation, Manager Selection, and Contrarianism

Navigating the Challenges of Foundation Portfolio Management: Insights from a Former Yale Endowment Manager

Building a Diversified Investment Portfolio: Strategies and Considerations

Finding Alpha in Inefficient Markets: Emerging Markets and Small Buyouts

Navigating Emerging Markets and Small Buyouts: Opportunities and Challenges

Navigating Uncertainties in China's Market: Strategies and Perspectives

Collaborative Investment Research and Decision-Making

Navigating Investment Decisions: Balancing Excitement and Team Consensus

Navigating Investment Strategies in Challenging Markets

Navigating Investment Strategies in a Changing Market Landscape

Navigating Portfolio Management: Balancing Concentration, Long-Term Relationships, and Portfolio Freshness

ESG, Diversity, and Inclusion: A Foundation's Perspective

The Journey of Endowment Management Investment Fellowship: Exposing Talented Undergraduates to Nonprofit Investing

The Value of Education, Mission, and Excellence: Insights from Kim Lew

Kimberly Sargent – Passion and Mission at the Packard Foundation (EP.333)

Capital Allocators – Inside the Institutional Investment Industry

00:01Kim Sargent: From Yale to Packard Foundation

Kim Sargent: From Yale to Packard Foundation

05:06Kim Sargent's Journey from Law to Finance and Her Experience at Yale

Kim Sargent's Journey from Law to Finance and Her Experience at Yale

08:36The Yale Model: Asset Allocation, Manager Selection, and Contrarianism

The Yale Model: Asset Allocation, Manager Selection, and Contrarianism

11:52Navigating the Challenges of Foundation Portfolio Management: Insights from a Former Yale Endowment Manager

Navigating the Challenges of Foundation Portfolio Management: Insights from a Former Yale Endowment Manager

15:42Building a Diversified Investment Portfolio: Strategies and Considerations

Building a Diversified Investment Portfolio: Strategies and Considerations

19:56Finding Alpha in Inefficient Markets: Emerging Markets and Small Buyouts

Finding Alpha in Inefficient Markets: Emerging Markets and Small Buyouts

22:43Navigating Emerging Markets and Small Buyouts: Opportunities and Challenges

Navigating Emerging Markets and Small Buyouts: Opportunities and Challenges

26:39Navigating Uncertainties in China's Market: Strategies and Perspectives

Navigating Uncertainties in China's Market: Strategies and Perspectives

30:18Collaborative Investment Research and Decision-Making

Collaborative Investment Research and Decision-Making

32:58Navigating Investment Decisions: Balancing Excitement and Team Consensus

Navigating Investment Decisions: Balancing Excitement and Team Consensus

35:36Navigating Investment Strategies in Challenging Markets

Navigating Investment Strategies in Challenging Markets

39:03Navigating Investment Strategies in a Changing Market Landscape

Navigating Investment Strategies in a Changing Market Landscape

42:34Navigating Portfolio Management: Balancing Concentration, Long-Term Relationships, and Portfolio Freshness

Navigating Portfolio Management: Balancing Concentration, Long-Term Relationships, and Portfolio Freshness

45:39ESG, Diversity, and Inclusion: A Foundation's Perspective

ESG, Diversity, and Inclusion: A Foundation's Perspective

49:11The Journey of Endowment Management Investment Fellowship: Exposing Talented Undergraduates to Nonprofit Investing

The Journey of Endowment Management Investment Fellowship: Exposing Talented Undergraduates to Nonprofit Investing

53:00The Value of Education, Mission, and Excellence: Insights from Kim Lew

The Value of Education, Mission, and Excellence: Insights from Kim Lew