We're excited to share a new episode of our "CIO Corner" webcast series hosted by Hedgeye Capital Allocation sector head David Salem who is joined by Founder of "Capital Allocators" Ted Seides. In this episode, Salem shares his four decades of experience, offering valuable insights for investment professionals and decision-makers in our industry.
About David Salem:
David Salem has been a pioneer, practitioner, and student of institutional investing for the last forty years. His illustrious career includes:
- Founding president and CIO of The Investment Fund for Foundations (TIFF) for nearly 20 years
- Manager of a multi-family office
- Collaborator with Ben Hunt at Epsilon Theory
- Current role:
- Managing Director of Capital Allocation at Hedgeye Risk Management
- Leader of Hedgeye's Capital Allocation vertical, which provides institutional investors with actionable investment ideas across all asset classes and geographies, leveraging Hedgeye's research to identify asymmetric risk/reward opportunities
Key Discussion Points:
- Journey to Investing: Salem's path, including his time alongside Jeremy Grantham during GMO's early growth
- Manager Selection: Strategies for identifying top talent
- Decision-Making: Approaches to making sound investment choices
- Investment Committees: Navigating group dynamics and governance
- Risk Management: Techniques for mitigating and managing risk
Market Insights:
Salem shares his perspectives on:
- China's economic landscape
- Japan's investment potential
- The evolving private equity sector
- The role of digital assets in modern portfolios
Industry Connections:
Throughout his career, Salem has worked closely with and learned from industry luminaries such as:
- David Swensen
- Jack Meyer (Harvard Management Company)
- Charley Ellis
- Chuck Feeney (Atlantic Philanthropies)
This podcast offers a unique opportunity to gain insights from Salem's extensive experience and his interactions with other leading CIOs and managers in the institutional investment space.
For investment professionals seeking to refine their strategies and leadership in complex financial environments, this discussion provides valuable principles and practical wisdom. The "Capital Allocators" podcast continues to be an invaluable resource for those looking to learn from and implement the processes of premier investors.
