The Story of UC investments - Mastering Long Term Success through Strategic Asset Allocation

Join Rajesh Sehgal, Chairperson of CFA Society India, as he interviews Satish Swami, Senior Managing Director at the University of California Investments, in this insightful discussion on investment strategies and market trends. With over 26 years of experience managing $180 billion in assets, Satish shares his journey from India to the U.S., the significance of the CFA Charter, and the evolution of the UC investment portfolio. He delves into key topics such as asset allocation, risk management, and the impact of recent market events, offering valuable insights for both seasoned investors and those new to the field.

Don't miss this opportunity to learn from a leader in the investment community!

0:00 - Introduction
4:45 - Personal Journey
10:50 - The Impact of the UC Ecosystem
16:04 - Overview of UC Investments and Performance
34:25 - Asset Allocation Strategies at UC Investments
36:00 - Investment Products Offered by UC
48:00 - The Shift from Active to Passive Management
54:43 - Case Study: Identifying Market Trends
55:23 - Long Duration Fixed Income Strategies
1:01:38 - Active Management of Working Capital
1:06:41 - What Defines the UC Experience?
1:10:58 - Strategies for Managing Inflation
1:13:50 - The 10 Pillars of Investment Philosophy
1:14:28 - Q&A Session
1:33:00 - Closing Remarks

________________________________________________________________________________

The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals.

As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.