S5E1: Transforming Capital Allocation for Long-Term Gains
Unlock capital allocator hacks and discover the secrets to optimizing long-term oriented pools of capital with our special guest - Sami Mesrour, CFA - partner at Jasper Ridge and Board President of CFA Society San Francisco. In this episode, Sami shares key tips and innovative strategies that promise to revolutionize how we approach long-term capital allocation. He delves into several critical areas of portfolio management, including strategic factor allocation, using derivatives prudently, and the integration of illiquid assets.
Sami shares tactical strategies for maintaining equity exposure, ensuring your portfolio remains robust and aligned with your benchmarks. The episode also dives deep into the complexities of managing hedge funds, private equity, and real estate. Sami highlights the importance of measuring illiquidity exposure accurately, considering factors like unfunded commitments and spending needs.
Whether you're managing an endowment, foundation, or family office, this episode is packed with valuable tips from a seasoned expert on optimizing your investments for long-term success.
Podcast Guest
Sami Mesrour, CFA
2024 - 2025 CFA Society San Francisco Board President; Immediate Past President
Sami Mesrour is a Partner of Jasper Ridge Partners where he focuses on top-down asset allocation, portfolio structuring and risk positioning. Additionally, Sami has responsibility for a range of public market investments. Prior to joining Jasper Ridge Partners in 2018, Sami was Chief Investment Officer of BlackRock’s multi-strategy hedge fund, and previously spent time within fixed income as a global macro portfolio manager and the Head of Asset Allocation for the firm’s quantitative hedge fund, as well as in securitized asset trading, cash management and credit analysis.
He holds the Chartered Financial Analyst designation and serves on the board of CFA Society San Francisco. Sami earned a BA in History from Columbia University and an MSc in Global Economic History from the London School of Economics.
