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
Yeah.
And so if you're going back and looking at the tax efficiency of certain investment, how do you, that's just another complexity.
And like, how do you adjust to the after tax return of this investment that actually experienced the change in law?
There's some things about the endowment approach that I like.
I'm not as well versed, maybe I should be on like all the specific hallmarks, but just think about it in terms of like long-term exposure, really capturing the illiquidity premium, diversifying.
working with best-in-class managers, like those things we really embrace.
I think the biggest thing I would say that I associate with the endowment model that we've totally gotten away from is detailed strategic asset allocation targets that we basically rebalance to.
There's a lot of rabbit holes to go down in here, but one simple thing is we really, the way we refer to asset classes is very simplified.
It's just growth, diversifiers, and deflation hedging.
Everything falls into one of those three categories.
The other thing is that in terms of specific targets, what we've decided is that arbitrary rebalancing to like a 70-30 or something is, there's not a ton of science behind those numbers.
It's pretty arbitrary.
And so we've thought through, we sort of like a strategic framework.
We're not just winging it.
And we do agree to some way, we have a way of quantifying kind of the risk tolerance and agreeing with the family entities what it should be.
But
We've also created a way to sort of dynamically adjust the percentages we work with
based on the actual asset value of the portfolio we're talking about.
What we do is we really think hard about what the liabilities are of this.
I'm gonna use the word entity because it's not just one family or one person.
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