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 over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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How I Invest with David Weisburd · E404: Why This Billionaire Family Office Doesn't Rebalance Its Portfolio | Pincus Family CIO · 17 Jul 2026 podcast

I think just the specific on like managing unfunded, you go through times when it's like frustrating to be in these drawdown vehicles.

I mean, I've sort of, I would say doing less blind pool drawdown vehicles, even though I feel like I have a good handle on it.

I think go back to like 2022, we went through 2021 and it was awesome for everybody.

And then 2022 rates rose and the market kind of tanked.

Private valuations were really squishy.

We had a decent amount of unfunded going into that.

I would say we were under impressed by the amount of capital that was actually called.

Yeah.

And I can actually, I should, I can say the same about COVID actually, but, but so you know, these that, you know, we do stress test.

22, I think you just saw like an actual valuation reset.

And I think one of the challenges for us as somebody, we were sitting on a good amount of unfunded commitments.

Sort of great because our managers that we had committed to, and this is why you work with like top class managers, they weren't, some of this was like commitments we made that they could have been shoving into the market in 21, right?

As valuations were getting crazy.

There was some discipline.

A lot of it was prudence.

I'd say the challenge though, it's kind of a double-edged sword.

Then comes 22 when in theory, everything's on sale.

you realize there ended up being this like it's sort of why kind of talked about a lot now this sort of bid-ask spread in the private markets that make it's just hard for them to put money to work but for us you know we're looking at this unfunded and we're saying well public markets are kind of attractive right now we probably want to put something to work and we did but like you're still always thinking about this unfunded commitment like you got to be careful if especially as you're going down let's say you're wrong and you catch a falling knife you've now put money in and you sort of make your ability to ultimately

If you have a big unfunded commitment, you just make it that much harder to meet those commitments if they do end up calling it.

So you're always, I don't know, one of the things that we've worked on the last few years is finding ways to, again, like being really, really self-aware about our core competency.

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