The Quest for Enhanced Returns and Risk Management

50-min video
Mar 01 2022

Here you'll find the major highlights of our first webinar for 2Here you'll find the major highlights of our webinar featuring guest speaker, Wall Street veteran and former Yale professor David M. Darst, who shares his decades of experience in the topics of endowment model, asset allocation and risk management. 022 featuring guest speaker Tim Hayes, Global Chief Investment Strategist at Ned Davis Research (NDR) who shared his global market outlook for this year.

Watch the replay here, with summary notes on topics covered, including:

  • Alternative investments

  • Fixed income and cash de-emphasis

  • The endowment model

  • Rigorous analysis and manager selection

  • Risk hedging


David M. Darst, CFA is the Senior Advisor and Chief Strategist in Petiole Asset Management. He was the founding President of the Morgan Stanley Investment Group, and the founding Chairman of the Morgan Stanley Asset Allocation Committee. Since 2014, he has served as an independent Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He has authored several publications that have been recognized in various institutions and media within the financial industry.

During their early days of undergraduate teaching together at Yale College, David M. Darst has frequently collaborated with the late David F. Swensen, a great pioneer who played a preeminent role in the growth of Yale’s endowment.

The webinar was held on February 23, 2022 in collaboration with The Family Office Bsc (c) and was moderated by Naji Nehme, Chief Investment Officer at Petiole Asset Management.

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