TBPN · Le Chonk, Buffett Discovers YouTube, The Case Against AI Job Doom | Greg Fleming, TJ Parker, Joowon Kim, Rick Dungey, Dylan Field, Hardik Kabaria
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Allocate only a limited portion of each family's capital to speculative private-AI investments and keep the rest diversified across alternatives, public equity and fixed income
“Our portfolio analysis since 2023 suggests a diversified APEC fixed income portfolio could target a 7.5% return with a vol of roughly 4%, depending on allocation constraint.”
“Ultra-high net worth families… have nearly 46% of their assets in alternative investments… more than half, 52%, was invested in private equity.”
“When yields continued down to almost zero… expected return for fixed income is low… we reduced fixed income exposure.”
“External materials. Supporting publications or alternative views from external parties, competitor information are very helpful for the board members.”
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