Nov 26, 2018
Mark Baumgartner is the CIO of the Institute for Advanced Study,
where he oversees a $1 billion portfolio that seeks to achieve just
median returns but with significantly less risk. Prior to
joining IAS, Mark had stints at the Ford Foundation overseeing
risk, at Morgan Stanley’s Alternative Investment Partners, at both
quantitative and qualitative hedge funds, and as a management
consultant. Oh, and he studied to be a rocket scientist
before that.
Our conversation covers Mark’s path to IAS and the principles of
luck, risk, and uncertainty on that path. We discuss the IAS
portfolio, one catered to achieve a low risk profile, and how he
has stayed the course when that structure hasn’t been rewarded by
markets. We talk about identifying managers that fit into his
approach and different metrics of defining risk at both the manager
and portfolio levels.
Learn More
Discuss show and Read the Transcript
Join Ted's mailing list at CapitalAllocatorsPodcast.com
Join the Capital Allocators Forum
Write a review on iTunes
Follow Ted on twitter at @tseides
For more episodes go to CapitalAllocatorsPodcast.com/Podcast