Liwa Capital Advisors Fireside Chats : Recent Episodes
Liwa Capital Advisors
Liwa Capital Advisors was founded in 2017 and follows the same diversification and manager selection principles that preserved and grew sovereign wealth funds' capital over the last 30 years. As early investors to the world's premier funds, we bring unique understanding and access to a wide variety of investment strategies.
Nothing contained in the Podcasts should be construed as a solicitation of an offer to buy or offer, or recommendation, to acquire or dispose of any security, commodity, investment, product, or to engage in any other transaction. Nor do these Podcasts constitute an offering or recommendation by Liwa Capital Advisors of any management service or advisory service. The information or opinions contained in the Podcasts should not be construed as an offer to sell or the solicitation of an offer to buy any security nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. To the extent that Podcasts contain statements about the future, such statements are forward looking and subject to a number of risks and uncertainties. Investment entails risks including a possible loss of principal.
Beyond Relaxation: Discovering Transcendental Meditation’s Impact on Life and Creativity.
Hashim Kudsi and Dave Burke give their insights on the best approach to investing in VC and PE
John Hensel, Co-Founder and COO of Securrency, and Jorge Garcia-Garcia, Managing Director of Liwa Capital Advisors, met recently to share their thoughts on the use of blockchain technology and tokenization in the trading of securities and investment funds.
Liwa Co-Founder & Managing Partner, Hashim Kudsi, sat with Ray Dalio, Founder of Bridgewater Associates, to hear his thoughts on where countries like the UAE, Saudi Arabia, Singapore, and Switzerland are in their arc cycle.
In a recent conversation, Jorge Garcia-Garcia, Liwa's Managing Director and Sarah Mavrinac, Founder & CEO of Azoki discuss how we can empower women to gain financial independence.
Hashim Kudsi, Co-founder of Liwa, and Dave Burke, Founder and CEO of Selby Lane Capital, have a discussion about the requirements of endowment investing.
Hashim Kudsi, co-founder of Liwa Capital Advisors, sat down with Dave Burke, founder and CEO of Selby Lane Capital, to discuss the state of venture and private equity fund investing in today's market.
Dave Burke has been allocating capital to venture and private equity funds for over two decades, from managing Stanford Endowment's venture and private equity portfolio, to Makena Capital and now, Selby Lane.
Hashim Kudsi, co-founder of Liwa Capital Advisors sat down with Ray Dalio, founder and co-CIO of Bridgewater Associates, to discuss his principles on creating a culture of openness in the workplace. During this conversation, they discussed how to build meaningful relationships, the impact of real-time feedback, and how PrinciplesYou and the Dot Collector help facilitate an open work culture.
Liwa's co-founder, Hashim Kudsi, sat down with his ex-colleague from Abu Dhabi Investment Council (ADIC), Mark Cutis, to discuss why investors are rushing to do direct deals and what pitfalls that they should avoid in doing that.
A Conversation with Bob Roth, CEO of David Lynch Foundation
- 2:00 Why people are increasingly interested in meditation
- 3:12 he science of meditation's effect on the brain
- 6:31 The practice and benefits of transcendental meditation
- 8:45 Meditation's impact on stress and creativity
- 10:23 Meditation's effect on emotions
- 12:12 Accessing a deeper sense of calm and clearing a path to creativity and physical healing
- 15:37 Meditation as a tool to maintenance the brain
- 18:41 Different types of meditation
- 19:26 Why each meditation can have different effects
- 21:05 Meditation's changing role in medicine
- 23:05 The origin and purpose of a meditative mantra
- 25:15 The universality of accessing a deeper calm
A Conversation with Dan Bernstein, Alumnus and Advisor to Bridgewater Associates.
- Chapter 1: ILBs in a historical context - 2:22
- Chapter 2: What are ILBs, how they work, why they are issued - 4:17
- Chapter 3: ILBs and their performance drivers - 18:00
- Chapter 4: ILBs and their role in portfolios - 21:43
- Chapter 5: Why invest in ILBs in today’s environment of negative real rates - 41:40
Liwa Capital Advisors' co-founder, Hashim Kudsi, discusses managing savings in a world of zero interest rates with Bridgewater Associates' co-CIO, Bob Prince. Below is a breakdown of topics & a glossary of key terms covered in this podcast:
- 0:00 Chapter 1 – The New Paradigm and How We Got Here
- 26:38 Chapter 2 – Strategic Asset Allocation in the New Paradigm
- 44:56 Chapter 3 – Alpha in the New Paradigm
- 50:07 Chapter 4 – Combining Beta and Alpha
Glossary of Key Terms:
- T-Bill or Treasury Bill is a short-term loan to the U.S. government with a maturity of one year or less, so similar to a cash deposit.
- Real Returns are the returns earned on an investment after accounting for inflation.
- Purchasing Power is the amount of goods or services that can be purchased with your cash or investments.
- Risk Premium can be thought of as additional return an investor receives for holding risky assets instead of the safety of cash.
- Risk Neutral Position is the asset or set of assets an investor could hold to counteract the risks of achieving their goal e.g., if an investor’s goal was to protect against inflation, this would be holding inflation-linked bonds (which pay out inflation).
- Beta is the return from holding assets e.g., buying and holding an index.
- Alpha is the return from taking tactical views on assets e.g., picking individual stock