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
We don't do a lot of like private direct investing ourselves.
So we want to work with great managers, great partnerships, long-term relationships.
We want to make commitments to them, but we also want to like control our destiny a little bit more in those situations.
We don't want to have too big of a outsource so much of our portfolio allocation to them.
where they may or may not be able to actually put it to work when the time comes.
And some of that's just like what strategies you're trying to invest in.
I mean, obviously there were specific things that were more or less dislocated in that time period.
So it's not an acute problem, but it's just something we've thought a lot about.
I think there are ways to, you know, we've probably been doing a little bit more co-investing, maybe making our blind pool commitment a little bit more modest, leaving some kind of room for
when and if the time comes, if our capacity is there, we have the dry powder to lean into a specific co-investment.
And I don't necessarily mean like specific in the sense that I'm going to re-underwrite the whole thing and judge the manager's work and make our own decision.
But it's really more about where are we in terms of liquidity at the moment that those things come up.
And if we think highly of the manager in general, we could use that as a way to size up the exposure.
Unfunded management is, like I said, I think that's one of the areas where
If you tell me you're a single family office that doesn't have an operating business, you don't have any money coming in.
I think this discipline is just huge.
If you want to do private investing with really high quality managers.
Yeah, absolutely.
And we think a lot about, like I mentioned, the deflation hedging allocation that we have.
I mean, it's really obviously, I think the title is meant to be very explicit about what it's meant to do, but it provides something that you could use as an offensive tool in the right timeframe.
Showing 261–280 of 493 · page 14 of 25
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