In an interview with Chief Investment Officer Magazine, our Co-Managing Partner Brian Rodde shared his insights on the venture capital investment landscape and takes the long-term view on the industry’s potential.
Makena Capital Management’s Jonathan Van Gorp recently spoke with Pensions & Investments on the industrial real estate sector and how new competitive dynamics are impacting asset owners and real estate managers.
Following an extraordinary year for the endowment model, Makena’s Larry Kochard pointed to the model’s long-term vision, ability to take on liquidity risk by allocating to alternatives and superior manager selection as keys to its success.
Makena’s Chief Investment Officer Larry Kochard shared his insights in MarketWatch on the trends driving markets ahead of Thanksgiving, and following President Biden’s re-nomination of Jerome Powell as Fed Chief and nomination of Lael Brainard to serve as Fed vice chairwoman.
In a recent Pensions & Investments article, Makena Chief Investment Officer, Larry Kochard shares his thoughts on how when it comes to asset owners’ private equity portfolios, there is “no silver bullet” to benchmarking private equity investments.
Makena’s Larry Kochard spoke with Barron’s about the factors contributing to this fiscal year’s high returns for university endowments. He shared, “The endowment model has taken a lot of pushback in the past decade, but this reinforces that you are going to see bigger returns if you are long-term-oriented.”
In a conversation with @Fundfire, Makena’s @Luke Proskine offered insight on the key drivers of high returns for the OCIO and endowment industries over the last fiscal year, noting that “the endowments and foundations that do not see themselves getting the windfall of returns of their peers might re-think their investment programs.”
Co-investing is certainly on a hot streak – and is on pace to reach $187 billion in capital deployed this year – well above the five-year average. Makena’s Brian Rodde spoke to Fundfire on the drivers for the surge and the right way to quickly diligence and invest behind these opportunities.
In the latest edition of Fundfire Alts, Makena’s Brian Rodde offers insight on the benefits of allocating to long-dated private equity funds – “You can reduce the performance leakage in fees, carry and taxes by holding the same asset in the same structure and being able to leave your money invested for longer.”
Spurred on by geopolitical changes including Brexit and rising tensions between the U.S. and China, asset managers and others argue that there’s a strong case now for investors to move away from simple index funds and adopt a more active securities-selection approach to emerging markets. Larry Kochard, Makena’s CIO, discusses how we capitalize on market inefficiencies in countries like Brazil, China, India, and Russia using active management.