Accessibility Statement Skip Navigation
  • Resources
  • Blog
  • Journalists
  • +44 (0)20 7454 5110
  • Client Login
  • Send a Release
Return to PR Newswire homepage
  • News
  • Products
  • Contact
When typing in this field, a list of search results will appear and be automatically updated as you type.

Searching for your content...

No results found. Please change your search terms and try again.
  • News in Focus
      • Browse News Releases

      • All Public Company News
      • All Multimedia News
      • View All News Releases

      • Regulatory News

      • D/A/CH Regulatory News
      • UK Regulatory News
      • View All Regulatory News

  • Business & Money
      • Auto & Transportation

      • Aerospace & Defense
      • Air Freight
      • Airlines & Aviation
      • Automotive
      • Maritime & Shipbuilding
      • Railroads & Intermodal Transportation
      • Supply Chain/Logistics
      • Transportation, Trucking & Railroad
      • Travel
      • Trucking & Road Transportation
      • View All Auto & Transportation

      • Business Technology

      • Blockchain
      • Broadcast Tech
      • Computer & Electronics
      • Computer Hardware
      • Computer Software
      • Data Analytics
      • Electronic Commerce
      • Electronic Components
      • Electronic Design Automation
      • Financial Technology
      • High Tech Security
      • Internet Technology
      • Nanotechnology
      • Networks
      • Peripherals
      • Semiconductors
      • View All Business Technology

      • Entertain­ment & Media

      • Advertising
      • Art
      • Books
      • Entertainment
      • Film & Motion Picture
      • Magazines
      • Music
      • Publishing & Information Services
      • Radio & Podcast
      • Television
      • View All Entertain­ment & Media

      • Financial Services & Investing

      • Accounting News & Issues
      • Acquisitions, Mergers & Takeovers
      • Banking & Financial Services
      • Bankruptcy
      • Bond & Stock Ratings
      • Conference Call Announcements
      • Contracts
      • Cryptocurrency
      • Dividends
      • Earnings
      • Earnings Forecasts & Projections
      • Financing Agreements
      • Insurance
      • Investments Opinions
      • Joint Ventures
      • Mutual Funds
      • Private Placement
      • Real Estate
      • Restructuring & Recapitalisation
      • Sales Reports
      • Shareholder Activism
      • Shareholder Meetings
      • Stock Offering
      • Stock Split
      • Venture Capital
      • View All Financial Services & Investing

      • General Business

      • Awards
      • Commercial Real Estate
      • Corporate Expansion
      • Earnings
      • Environmental, Social and Governance (ESG)
      • Human Resource & Workforce Management
      • Licensing
      • New Products & Services
      • Obituaries
      • Outsourcing Businesses
      • Overseas Real Estate (non-US)
      • Personnel Announcements
      • Real Estate Transactions
      • Residential Real Estate
      • Small Business Services
      • Socially Responsible Investing
      • Surveys, Polls & Research
      • Trade Show News
      • View All General Business

  • Science & Tech
      • Consumer Technology

      • Artificial Intelligence
      • Blockchain
      • Cloud Computing/Internet of Things
      • Computer Electronics
      • Computer Hardware
      • Computer Software
      • Consumer Electronics
      • Cryptocurrency
      • Data Analytics
      • Electronic Commerce
      • Electronic Gaming
      • Financial Technology
      • Mobile Entertainment
      • Multimedia & Internet
      • Peripherals
      • Social Media
      • STEM (Science, Tech, Engineering, Math)
      • Supply Chain/Logistics
      • Wireless Communications
      • View All Consumer Technology

      • Energy & Natural Resources

      • Alternative Energies
      • Chemical
      • Electrical Utilities
      • Gas
      • General Manufacturing
      • Mining
      • Mining & Metals
      • Oil & Energy
      • Oil & Gas Discoveries
      • Utilities
      • Water Utilities
      • View All Energy & Natural Resources

      • Environ­ment

      • Conservation & Recycling
      • Environmental Issues
      • Environmental Policy
      • Environmental Products & Services
      • Green Technology
      • Natural Disasters
      • View All Environ­ment

      • Heavy Industry & Manufacturing

      • Aerospace & Defence
      • Agriculture
      • Chemical
      • Construction & Building
      • General Manufacturing
      • HVAC (Heating, Ventilation & Air-Conditioning)
      • Machinery
      • Machine Tools, Metalworking & Metallurgy
      • Mining
      • Mining & Metals
      • Paper, Forest Products & Containers
      • Precious Metals
      • Textiles
      • Tobacco
      • View All Heavy Industry & Manufacturing

      • Telecomm­unications

      • Carriers & Services
      • Mobile Entertainment
      • Networks
      • Peripherals
      • Telecommunications Equipment
      • Telecommunications Industry
      • VoIP (Voice over Internet Protocol)
      • Wireless Communications
      • View All Telecomm­unications

  • Lifestyle & Health
      • Consumer Products & Retail

      • Animals & Pets
      • Beers, Wines & Spirits
      • Beverages
      • Bridal Services
      • Cannabis
      • Cosmetics & Personal Care
      • Fashion
      • Food & Beverages
      • Furniture & Furnishings
      • Home Improvement
      • Household, Consumer & Cosmetics
      • Household Products
      • Jewellery
      • Non-Alcoholic Beverages
      • Office Products
      • Organic Food
      • Product Recalls
      • Restaurants
      • Retail
      • Supermarkets
      • Toys
      • View All Consumer Products & Retail

      • Entertain­ment & Media

      • Advertising
      • Art
      • Books
      • Entertainment
      • Film & Motion Picture
      • Magazines
      • Music
      • Publishing & Information Services
      • Radio & Podcast
      • Television
      • View All Entertain­ment & Media

      • Health

      • Biometrics
      • Biotechnology
      • Clinical Trials & Medical Discoveries
      • Dentistry
      • FDA Approval
      • Fitness/Wellness
      • Health Care & Hospitals
      • Health Insurance
      • Infection Control
      • International Medical Approval
      • Medical Equipment
      • Medical Pharmaceuticals
      • Mental Health
      • Pharmaceuticals
      • Supplementary Medicine
      • View All Health

      • Sports

      • General Sports
      • Outdoors, Camping & Hiking
      • Sporting Events
      • Sports Equipment & Accessories
      • View All Sports

      • Travel

      • Amusement Parks & Tourist Attractions
      • Gambling & Casinos
      • Hotels & Resorts
      • Leisure & Tourism
      • Outdoors, Camping & Hiking
      • Passenger Aviation
      • Travel Industry
      • View All Travel

  • Policy & Public Interest
      • Policy & Public Interest

      • Animal Welfare
      • Corporate Social Responsibility
      • Economic News, Trends & Analysis
      • Education
      • Environmental
      • European Government
      • Labour & Union
      • Natural Disasters
      • Not For Profit
      • Public Safety
      • View All Policy & Public Interest

  • People & Culture
      • People & Culture

      • Aboriginal, First Nations & Native American
      • African American
      • Asian American
      • Children
      • Diversity, Equity & Inclusion
      • Hispanic
      • Lesbian, Gay & Bisexual
      • Men's Interest
      • People with Disabilities
      • Religion
      • Senior Citizens
      • Veterans
      • Women
      • View All People & Culture

  • Overview
  • Distribution
  • Paid Placement
  • Multimedia
  • Disclosure Services
  • SocialBoost
  • Rooms
    • MediaRoom
    • ESG Rooms
  • AI Tools
  • General Enquiries
  • Media Enquiries
  • Partnerships
  • Hamburger menu
  • Cision PR Newswire UK provides press release distribution, targeting, monitoring, and marketing services
  • Send a Release
    • Phone

    • +44 (0)20 7454 5110 from 8 AM - 5:30 PM GMT

    • ALL CONTACT INFO
    • Contact Us

      +44 (0)20 7454 5110
      from 8 AM - 5:30 PM GMT

  • Client Login
  • Send a Release
  • Resources
  • Blog
  • Journalists
  • News in Focus
    • Browse News Releases
    • Regulatory News
  • Business & Money
    • Auto & Transportation
    • Business Technology
    • Entertain­ment & Media
    • Financial Services & Investing
    • General Business
  • Science & Tech
    • Consumer Technology
    • Energy & Natural Resources
    • Environ­ment
    • Heavy Industry & Manufacturing
    • Telecomm­unications
  • Lifestyle & Health
    • Consumer Products & Retail
    • Entertain­ment & Media
    • Health
    • Sports
    • Travel
  • Policy & Public Interest
    • Policy & Public Interest
  • People & Culture
    • People & Culture
  • Client Login
  • Send a Release
  • Resources
  • Blog
  • Journalists
  • Overview
  • Distribution
  • Paid Placement
  • Multimedia
  • Disclosure Services
  • Cision Communications Cloud®
  • AI Tools
  • Client Login
  • Send a Release
  • Resources
  • Blog
  • Journalists
  • General Enquiries
  • Media Enquiries
  • Partnerships
  • Client Login
  • Send a Release
  • Resources
  • Blog
  • Journalists

Partners Capital Covers "a Lifetime of Investment Learning in a Single Afternoon" at Their Third Annual Investor Workshop


News provided by

Partners Capital

17 Oct, 2018, 07:00 GMT

Share this article

Share toX

Share this article

Share toX

LONDON, October 17, 2018 /PRNewswire/ --

Partners Capital Investment Group, the Outsourced Investment Office serving sophisticated institutions and senior investment professionals in Europe, North America and Asia, held its Annual Investor Workshop on Wednesday 10th October 2018. The afternoon focused on the golden rules of investing in each asset class, summarised as a "lifetime of investment learning in a single afternoon". Held at the St. Pancras Renaissance Hotel, it was the largest event to date, with 170 of the firm's clients in attendance, including investment committee members from Eton College, Guy's and St. Thomas' Charity, The Royal Academy Trust, INSEAD Business School, The Metropolitan Opera, the Los Angeles Museum of Contemporary Art, and the Hong Kong Cancer Fund.  

Stan Miranda, Chief Executive Officer of Partners Capital, kicked off the event saying it will be "a firehose of information... with presentations from 14 different speakers, including 10 senior investment professionals from Partners Capital and four external speakers". "We find that our clients, some of the most sophisticated investors in the world, truly appreciate going deep with our evolving science on finding and exploiting exceptional sources of return. As a continuous learning culture, we always have new insights and analysis to share at our annual investor workshops. This year the inventory of fresh ideas is particularly full."

As context for the afternoon's event, Kamran Moghadam, Partners Capital's Deputy CIO, started by summarising the firm's macroeconomic view, reminding the audience that expansions do not die of old age and this one is far from over. Mr. Moghadam addressed the likely outcome of the upcoming US midterm elections which should see the Democrats taking over the House of Representatives but asserted that they were unlikely to reverse any significant Trump policies including those supportive of the economy (regulation and spending) and those more threatening (immigration and trade policy). Mr. Moghadam was joined by Professor Keyu Jin from the London School of Economics for her insider's view of the trade war with China. She shared her view that the trade war is likely to be a permanent feature reflecting the beginning of a long-term effort by the US to contain China's expansion as a major global economic and political power.

Arjun Raghavan, Partner and Head of Portfolio Construction, provided an update on Partners Capital's approach to institutional investing, christened the 'Endowment Model Redefined.' Arjun summarised the changes in the global investment landscape since David Swensen first published his Pioneering Portfolio Management in 2002, and how Partners Capital has adapted the Endowment Model to these changes. The three key learnings in the last 10 years underscore that asset classes tend to conceal true risk characteristics and that it is always better to measure portfolio risk in terms of aggregated market exposures, or betas, across equities, credit, inflation and interest rate risk. Similarly, asset manager performance is best measured relative to a passive replication of normative market exposures. These learnings have driven enhancements to the original Endowment Model and has evolved into what the firm calls the Partners Capital Risk Managed Endowment Approach ("PRMEA").

The afternoon then moved to the 'dynamic duos' of each asset class who ran through the golden rules of investing for their investment area:

  • Stan Miranda (CEO, London) and Suzanne Streeter (Managing Director, Boston) - Private Equity
  • Colin Pan (Partner and CIO, London) and Euan Finlay (Partner, London) - Private Debt and Alternative Alternatives
  • John Collis (Partner, London) and Alex Band (Managing Director, Boston) - Public Equities
  • Will Fox (Partner, Boston) and Rich Scarinci (Partner, Boston) - Absolute Return and Liquid Credit

Three additional external speakers provided insights on their specialist topics:

  • Ric Lewis, Co-CEO and Chairman of Tristan Capital Partners, walked the audience through the opportunities in European real estate investing highlighting that the spreads between low quality and high-quality property were still very attractive to investors equipped to buy the former and turn them into the latter
  • Andrew Saker, Managing Director and CEO of IMF Bentham, was interviewed by Partners Capital CIO, Colin Pan, on litigation finance, an uncorrelated 'alternative alternative', which Partners Capital has been investing in since 2015
  • Omar Selim, Founder and CEO of Arabesque Asset Management, discussed one of the key topics on investors' minds - Responsible Investing, and specifically the measurement of the impact of Environmental Social and Governance (ESG) factors on returns

The meeting closed with Colin Pan addressing the question - is Partners Capital "too big?". He concludes that with $24.5 billion assets under management, Partners Capital remains in the AUM sweet spot, sitting between the Yale and Princeton endowments, squarely in the middle of the AUM range of some of the leading endowments and foundations in the world: "With our scale we are able to become strategic partners with our managers, enabling us to provide guidance on governance and fund structure, access co-investments and negotiate better fees to drive enhanced returns and investment opportunities for our clients."

About Partners Capital 

Founded in 2001, Partners Capital is a wholly independent Outsourced Investment Office (OCIO) primarily serving sophisticated institutions and senior investment professionals in Europe, North America and Asia. With offices in Boston, New York, London, Singapore and Hong Kong, the firm is one of the few truly global OCIOs, employing 150 people worldwide and covering all major asset classes. The firm oversees assets of $24.5 billion. Its institutional clients include 9 Oxford and Cambridge Colleges, Eton College, the Metropolitan Opera Company, the Research Foundation for the State of New York's University System, the Royal Academy of Arts, Milton Academy, the Hong Kong Cancer Fund and the Cancer Research Institute. Additional information on Partners Capital may be found at http://www.partners-cap.com.  

Modal title

Contact PR Newswire

  • +44 (0)20 7454 5110
    from 8 AM - 5:30 PM GMT
  • General Enquiries
  • Media Enquiries
  • Partnerships

Products

  • Content Distribution
  • Multimedia Services
  • Disclosure Services
  • Cision Communications Cloud®

About

  • About PR Newswire
  • About Cision
  • Partnering Opportunities
  • Careers
  • APAC
  • APAC - Simplified Chinese
  • APAC - Traditional Chinese
  • Brazil
  • Canada
  • Czech
  • Denmark
  • Finland
  • France
  • Germany
  • India
  • Indonesia
  • Israel
  • Japan
  • Korea
  • Mexico
  • Middle East
  • Middle East - Arabic
  • Netherlands
  • Norway
  • Poland
  • Portugal
  • Russia
  • Slovakia
  • Spain
  • Sweden
  • United States
  • Vietnam

My Services

  • All News Releases
  • Customer Portal
  • Resources
  • Blog
  • Journalists
  • Data Privacy

Do not sell or share my personal information:

  • Submit via Privacy@cision.com 
  • Call Privacy toll-free: 877-297-8921

Contact PR Newswire

Products

About

My Services
  • All News Releases
  • Customer Portal
  • Resources
  • Blog
  • Journalists
+44 (0)20 7454 5110
from 8 AM - 5:30 PM GMT
  • Terms of Use
  • Privacy Policy
  • Information Security Policy
  • Site Map
  • RSS
  • Cookie Settings
Copyright © 2025 PR Newswire Europe Limited. All Rights Reserved. A Cision company.