S2 | Episode 5: The Evolving Asset Owner - New Tools for a New Regime with Molly Murphy and Scott Chan

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Capital Decanted

John Bowman and Aaron Filbeck

40 episodes

2 days ago

Say goodbye to tired market takes and superficial sound bites. Because here, instead of skimming the surface, we dive into the heart of capital allocation — striking the perfect balance and exposing the subtleties that reveal the topic’s true essence. Prepare to have your perspectives challenged as we open up the issues that resonate with the hearts and minds of those shaping asset management.

Investing

Business

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All content for Capital Decanted is the property of John Bowman and Aaron Filbeck and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business

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S2 | Episode 5: The Evolving Asset Owner - New Tools for a New Regime with Molly Murphy and Scott Chan

Capital Decanted

2 hours 1 minute 57 seconds

9 months ago

S2 | Episode 5: The Evolving Asset Owner - New Tools for a New Regime with Molly Murphy and Scott Chan

What do co-investments, secondaries, joint ventures, and NAV lending have in common? To some, they sound like complex investment vehicles - to us, they represent the cutting-edge tools reshaping how asset owners build portfolios. Gone are the days of relying solely on the binary choice between insourcing or outsourcing investment capabilities. Today’s institutional investors have a dynamic, customizable toolkit at their fingertips, empowering them to craft strategies that truly serve their stakeholders. Join industry leaders Scott Chan and Molly Murphy as they dive into this exciting evolution, unpack the innovative investment vehicles driving change, and discuss the challenges and opportunities in implementation.

Introduction: (0:48)

Halftime: (59:28)

Guests: (1:05:57)

Guests:

Molly Murphy, Chief Investment Officer, OCERS

Scott Chan, CFA, Chief Investment Officer, CalSTRS

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