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.

Trend

recordings per month · last 12 months

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

Appearances

newest first · ▶ plays the moment

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

We sort of say like under no circumstances, we structure the portfolio well, it will not fall below this threshold because that's a threshold where in dollar terms, it really compromises what the family is trying to do.

Under no circumstance do we want to risk that.

So this is where we kind of get into more of a barbell approach to sum it all up.

We really have this drawdown threshold.

We set the right amount of lower risk assets to make sure that that's solved.

And that sort of Charlie Mungerism, like inversion, like he has the sort of quip, like, show me where I'm going to go die so I never go there kind of thing.

So we're going to try to clip the downside.

And that sounds like a pessimistic or neurotic outlook, but really that it's kind of the opposite.

What we want then is to be able to just go for it with the rest.

And so it's not necessarily a liquid what we're doing with the rest, but it's growth exposure typically.

And I would say the only other parameter that we really use is specific to the illiquidity.

We have to make sure that because we're working, typically this is where we do stick with the endowment approach.

What we think are best-in-class investment managers, more often than not, that requires some unfunded commitment.

And so we have to make sure that we're managing those liabilities as well.

We need to make sure that sort of risk-on portion of the portfolio is set up well to make sure that we don't default there.

I just think it's easier to relate to, honestly.

I mean, I've been doing this for a long time.

I started my career at Cambridge Associates, did the CFA.

I think I'm qualified to say I understand kind of the modern portfolio theory, the math behind trying to make assumptions around correlations and sharp ratios and all that stuff.

I think it's just not kind of nonsense when you get in front of a family and you tell them that your portfolio has a standard deviation of 15% or whatever the number is.

Showing 121–140 of 493 · page 7 of 25