Navigating the Evolving Outsourced CIO Landscape with Kane Brenan
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In the latest episode of the Global Investment Leaders podcast, Chas Burkhart, CEO of Rosemont, sits down for a conversation with Kane Brenan, CEO of TIFF Investment Management. TIFF offers outsourced CIO (OCIO) and private equity investment solutions primarily to endowments, foundations, and other charitable organizations, and manages or advises on $8 billion in assets*. The conversation between Chas and Kane revolves around TIFF's structure, investment philosophy and the challenges and opportunities in the industry.
Throughout this episode, Kane and Chas discuss:
- Differentiators in the Competitive OCIO Space: The three main differentiators that set TIFF apart in this field
- Leadership Approach: His approach to his role as CEO and how he divides his time between strategy and direction, team development and mentoring, client engagement and investment activities
- Long-Term and Short-Term Strategy: TIFF's evolving short-term and long-term strategies and how they meet the needs of their diverse client base
- Transition to Employee Ownership: TIFF's conversion to an employee-owned public benefit limited liability company, the benefits from the conversion and how it cultivates a more forward-looking company culture to attract talent
- Equity, Active Returns, and Illiquidity: The importance of equity as a cornerstone of portfolios, the value of active returns and the role of illiquidity in investments, particularly in private equity and venture capital markets
- Sales, Marketing and Client Service: The often-overlooked role of sales, marketing, and client-facing positions within the OCIO industry
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*As of June 30, 2023, TIFF managed approximately $8 billion, including committed capital, on behalf of its members.
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