Jeff Blazek
speaker
496 appearances
1 recordings
1 series
first heard Feb 2026
last heard 13 Feb
Jeff Blazek’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.
Appearances
If you're a very large $100 billion plus plan, you have to be more targeted and more quantified.
The thing I'll say about Britt is he had a knack for taking complex investment concepts and distilling them in a way that you could understand and process and to simplify the role in portfolio.
And it allowed us to evaluate asset classes and managers in a way to say, does this add value to the portfolio, the competition of capital?
And again, the simplification does not mean that we didn't understand the nuances.
There's a lot of complexity when you do due diligence and bring a strategy into the fold.
But Britt had this very good way of marrying the role in the portfolio with the overall return risk objective and diversification.
His whiteboarding sessions
where he would take hundreds of investments and boil them down and just help me cluster them together.
This is, they serve role A, B, and C. How much do we want to weight them?
What do they do for each other?
He just had this very good way of simplifying things and then being able to deliver that messaging to the governance to get it approved.
To put it in first principles, I think to give a shout out to Total Portfolio Approach, TPA, what I love about TPA is that it defines very simplistically two different roles in the portfolio, growth and defensiveness.
And that is the overarching goal.
barometer of when you have a 70-30 portfolio, 70% equities, 30% bonds, or you have a 90-10 portfolio, 90% equities, 10% bonds.
Those are different risk profiles, but those are building blocks that you can understand.
And by the way, if you don't have any edge, you don't have any ability to select managers or sub-strategies, and you need to have a passive vanguard approach to investments, that is on the table for you to define and benchmark the success.
So as a first principle, what I would say is it is important to just determine your risk profile, appetite, measure it basically in passive equity bond blends, size it appropriately, look at history.
Say if I had been invested in this way during the GFC, would I be able to tolerate a 40% drawdown?
And if the answer is no, then you know you have to go back to the drawing board and resize them and be more conservative.
I think it's just the more that you can simplify the objectives before you get into the nuances of how you invest, the better it will be.
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