Lessons in Asset Allocation and Manager Selection Enterprising Investor

Lessons in Asset Allocation and Manager Selection
In episode #431, Mark W. Yusko, founder, CEO, and CIO of Morgan Creek Capital Management, shares his views on a range of topics, including the US economic recovery, asset allocation, manager selection, and really good versus great investors.
Episode transcript: http://static.3playmedia.com/p/files/5205271/threeplay_transcripts/15531158?format_id=46&project_id=18442&format=pdf   
Topics discussed:
• 1:40 – Mark’s road trip experience from North Carolina to California
• 7:30 – How are you thinking about asset allocation today?
• 13:38 – Bitcoin: what changed your mind? How are you allocating in this area, and how should other investors be thinking of in terms of percentagewise for a hedge like Bitcoin? 
• 18:39 – Innovations that are getting you excited today?
• 22:58 – Mark’s process for evaluating managers and the characteristics he looks for
• 31:37 – What was your biggest mistake?
• 34:54 – What was your greatest learning moment?
• 37:34 – Wrap up question 
Related articles and links:
CFA Institute members and charterholders Professional Learning Tracker https://cpd.cfainstitute.org/ 
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Find Lauren here:
LinkedIn: https://www.linkedin.com/in/lauren-foster/ 
 
Twitter: https://twitter.com/laurenfosternyc
 
Find Mark here:
 
Twitter: https://twitter.com/MarkYusko?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor