How to invest like an institution скачать в хорошем качестве

How to invest like an institution

Understanding the institutional investor framework can help individuals gain him important investment know-how. Structural pieces like the investment policy statement "the plan" and goal setting are tools that can be replicated by individuals. Troutwood LIVE: Speaker Series Host: Gene Natali Guest: Jonathan Brelsford, Senior Vice President of Finance and Investments Organization: Pittsburgh Foundation Title: The institutional investor model: Pittsburgh Foundation Troutwood CEO Gene Natali has a conversation with Jonathan Brelsford, SVP of Finance and Investments for the Pittsburgh Foundation. They unpack the complexity of the institutional investment model and discuss key take-aways for individuals. Jonathan talks about his role at the Pittsburgh Foundation, the path that ultimately led him there (at one point he had plans to be an astronaut), and gives an inside look at the Pittsburgh Foundation and the great work that the organization does. Learn more about The Pittsburgh Foundation at: https://pittsburghfoundation.org/ Questions: How do you balance earning a return on the foundation’s portfolio while also having enough short term funds to pursue the foundation’s activities? In a world where investing is becoming more and more and more accessible, are we going to reach a point where it is too accessible? Have we already reached that point? Are there any important long-term implications of this rise in retail trading/reddit stocks? How do institutions take away some of the emotions of investing that individuals face? What is, in your opinion, the most underrated piece of financial advice for young investors? What would you say are some of the biggest differences between working for a non-profit organization vs. a for profit business? Which do you prefer? In a world where you weren’t in this role, what was plan B? Please share with a friend and or a family member! Enjoy! SUBSCRIBE TO THE TROUTWOOD CHANNEL TODAY! ► YOUTUBE    / @troutwoodapp   JOIN OUR COMMUNITY TODAY! ►YOUTUBE    / @troutwoodapp   ►INSTAGRAM   / troutwoodapp   ►FACEBOOK https://www.facebook.com/troutwoodinv... VISIT OUR STORE TO GET YOUR TROUTWOOD GEAR TODAY! ►TROUTWOOD MERCHANDISE https://shop.spreadshirt.com/troutwood/ ⏰ Timestamps ⏰: 0:00 - Countdown 0:07 - Introduction & Welcome 0:50 - About Jonathan & The Pittsburgh Foundation 6:43 - Describing a typical work day 10:32 - How big is the Pittsburgh foundation team? 13:20 - What was the size of the Foundation’s investment portfolio when you first joined? 15:00 - What were your emotions during the 2008 financial crisis? 17:40 - The importance of sticking with your investment plan 18:07 - Spending policy 24:30 - Investing & inflation 27:10 - Non-Profit Investment Governance 34:38 - Portfolio Asset Allocation (How do you balance earning a return on the foundation’s portfolio while also having enough short term funds to pursue the foundation’s activities?) 39:55 - Portfolio allocation timeline 47:10 - What is a custodian? 50:15 - What does your investment consultant do? 53:38 - In a world where investing is becoming more and more and more accessible, are we going to reach a point where it is too accessible? Have we already reached that point? 55:30 - Are there any important long-term implications of this rise in retail trading/reddit stocks? 58:28 - How do institutions take away some of the emotions of investing that individuals face? 01:02:45 - What is, in your opinion, the most underrated piece of financial advice for young investors? 01:04:00 - Albert Einstein “compound interest” quote 01:05:05 - What would you say are some of the biggest differences between working for a non-profit organization vs a for profit business? Which do you prefer? 01:10:11 - In the world where you weren’t in this role, what was plan B? 01:15:53 - Thank you Jonathan! ABOUT Troutwood 👇 Troutwood provides investment and financial content that helps to remove the fear of finance and replace it with knowledge and confidence. Retirement in America is changing from employer directed to employee directed. Our objective is to help prepare individuals for this change. To help people learn to invest with understanding. This channel allows us to share our passion for personal finance, the stock market, financial literacy, education, investing, and financial planning. DISCLAIMER: The information presented on or through this video is made available solely for general information purposes. We do not warrant the accuracy, completeness, or usefulness of this information. Any reliance you place on such information is strictly at your own risk. We disclaim all liability and responsibility arising from any reliance placed on such materials by you or any other visitor to the video, or by anyone who may be informed of any of its contents.