#SicEm 💚💛

Video killed the radio star…what will AI’s invasion mean for the investment profession? ⁦@ROIChristie⁩ and I examine the real industry implications with ⁦@CIO_Baylor⁩ of ⁦@Baylor⁩ and ⁦@EscobariMartin⁩ of ⁦@generalatlantic⁩

Pro Ecclesia. Pro Texana. Pro Mundo. #SicEm

Following on from the last two posts…here’s how we think about this job and what are some predictors of success in this field… Capability with numbers Facility with puzzles Innate curiosity Willingness to pick up the phone Putting the pieces together Thinking about what

These views never get old. #SicEm 🐻🌈 [📸: lindseyjohnson263 on IG]

The best hour of the week returns! 🐻🍨 This is Dr Pepper Hour -- free DP floats from 3-4 p.m. every Tuesday!

Summer skies. 🌤️💚💛

Following on from the last two posts…here’s how we think about this job and what are some predictors of success in this field… Capability with numbers Facility with puzzles Innate curiosity Willingness to pick up the phone Putting the pieces together Thinking about what

So, then students ask, “what do you do in a given day?” It’s a relevant question as college students are used to “doing” things within a structured schedule. But ours is a “thinking” job with broad reach…as the general manager, we’re not sitting around and watching “baseball

Again for Baylor (or other) students…it occurred to me that some of you might not fully understand how the industry breaks down. Let’s use a baseball analogy… University - owns the baseball club, but only as a means to create excess revenue which is then used to fund a

I like this Peter Thiel quote… “This is why I think competition is always this very two edged thing.  When you compete ferociously, you will get better at that which you’re competing on but you will always narrow your focus to beating the people around you.  And it often comes

 Institutional Investor Allocator’s Choice Awards   Congratulations to you and your team on being nominated in the Allocator with the Best Hedge Fund Portfolio category at the 2024 Allocators’ Choice Awards taking place September 12th at theMandarin Oriental in New York, NY.

One of the tenets of portfolio management is diversification, not just in returns, but factors, markets, cash flow, etc.  Many of the coastal schools got out of energy markets 4-8 years ago, for political, non-investment reasons.  But right now, while private equity is not

Transparency within the workplace comes in many colors. It could be related to career progress, potential, compensation, and advancement. Or, it could reference knowledge, inclusion in strategy, go forward planning, and institutional goals. It could also relate to

It seems clear that AI has captured the attention of investors (us too, by the way). But that also provides opportunity…if you look where others are not. Experientially, we’re finding LOTS of things to do outside of tech…energy, real estate, other hard assets,

With the close of June, the "endowment olympics" officially begins. Clearly, with the extraordinary performance of the market weighted equity indicies, the smaller endowments will take the podium this year (which is fantastic given it is these schools who are most at risk from

Two first-round picks tonight. Five first-rounders in the last four years. This is @BaylorMBB. 🐻🏀 #SicEm || #CultureofJOY

Here’s some other classwork, subject matter, that’s relevant to investing… Business Law - incorporation, bankruptcy, contracts, liens, torts; particularly necessary in credit/distressed Economics - this is easily the most important subject, outside of finance, for those

For BU students/grads…sometimes I’m asked what math is required in investing. Here’s a brief summary… Accounting - not really math, but the language of finance, so really helps to know it (doesn’t mean you need a CPA…you don’t) Algebra - regular way, not trig; understanding

The Allocator Prizes annually recognize the best of the best when it comes to institutional investing. 🏆 Baylor's Office of Investments -- made up of all BU graduates -- has been named one of three finalists for Allocator's Team of the Year: https://t.co/XTZPawCQY0