Asia: The Multi-Asset Class Opportunity Set – With Partners Capital & Singapore Management University
Episode 10, Feb 06, 2023, 05:00 AM
In this episode, we welcome back Partners Capital, and in a three way conversation, we explore the Asian investment opportunity set.
The conversation brings together Arjun Raghavan, CEO of Partners Capital, Adam Watson, Partner and Co-Head of Asia Pacific, and to understand the perspective of a seasoned investor and allocator, Harvey Toor, CIO of Singapore Management University (SMU). SMU is a current client of Partners Capital and seed investor in one of its pooled investment portfolios.
Arjun refers back to his comments a year ago of “2 mega trends, which are clear, but this is going to be a bumpy rise, sustainable investing & flow of assets into Asia” and sets the case for the structural opportunities of investing in Asia, but also to reflect on current institutional (under) weights.
Harvey Toor describes the objective of the endowment he oversees, and explains how their investment approach has been constructed along the lines of the Yale Endowment Model. He highlights top-down considerations and why they invested with Partners Capital, given the need for resources, expertise, multi-assets and ‘boots on the ground’.
Adam Watson defines both the geographical spread and the pool of potential investments, which include not only equity and debt, but important allocations to alternatives and private markets. This allows for a discussion on how venture, real estate and hedge funds also offer access to the heterogeneous opportunities across the region (which encompasses 60% of the world’s population).
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn | Connect with Partners Capital here
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DISCLAIMER
All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here.
The conversation brings together Arjun Raghavan, CEO of Partners Capital, Adam Watson, Partner and Co-Head of Asia Pacific, and to understand the perspective of a seasoned investor and allocator, Harvey Toor, CIO of Singapore Management University (SMU). SMU is a current client of Partners Capital and seed investor in one of its pooled investment portfolios.
Arjun refers back to his comments a year ago of “2 mega trends, which are clear, but this is going to be a bumpy rise, sustainable investing & flow of assets into Asia” and sets the case for the structural opportunities of investing in Asia, but also to reflect on current institutional (under) weights.
Harvey Toor describes the objective of the endowment he oversees, and explains how their investment approach has been constructed along the lines of the Yale Endowment Model. He highlights top-down considerations and why they invested with Partners Capital, given the need for resources, expertise, multi-assets and ‘boots on the ground’.
Adam Watson defines both the geographical spread and the pool of potential investments, which include not only equity and debt, but important allocations to alternatives and private markets. This allows for a discussion on how venture, real estate and hedge funds also offer access to the heterogeneous opportunities across the region (which encompasses 60% of the world’s population).
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn | Connect with Partners Capital here
--
DISCLAIMER
All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here.