Scott Aboukir
speaker
493 appearances
1 recordings
1 series
first heard Jul 2026
last heard 17 Jul
Scott Aboukir’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 Jul 2026 with 1.
Appearances
cybernetics and in this any kind of tightly coupled system, which our portfolio kind of is, you've got distributions coming and capital calls coming and you've got the market influence on the value overall NAV and you've got all this stuff going on.
You can just like control a few specific things.
You can have like a very, you can, it's like he uses example of a thermostat that actually has no idea what it's doing.
It just knows that like when the temperature goes below a certain amount, it like adds, goes above a certain amount, it takes away.
So we've kind of tried to fight, like that's sort of a philosophical way.
We've got these two kind of like thermostat like things going on, dry down threshold and the sort of illiquid or liquid asset relative to our unfunded.
And we think if we just make sure that we don't mess those up, that our portfolio actually looks pretty good.
And that metric is not like directly tied to like NAV of private assets at all.
But those are our controls.
And he just keeps it simple.
It's huge.
I mean, I sort of saw that from the endowment world and stuff in peers.
Yeah, I've seen it play out.
And I just think that even what I'm referring to, if you actually were to sit down and kind of do the math on it, it's pretty conservative ultimately on like what we're, how much unfunded we take.
It depends.
Everyone has a different lens to look at.
I mean, I'm coming from a private equity family who was 100% private equity not too long ago.
We're still like, I guess I said conservative, but we have in a lot of portfolios like 40, 50% in privates.
But this is how we manage it.
It's challenging.
Showing 221–240 of 493 · page 12 of 25
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