Cambridge Associates

Thank you to everyone who joined us for our recent Networking Reception in New York City, hosted by the Cambridge Associates' Pension Practice. We were happy to have guests from all across our CA network join us for drinks, bites, and informative discussions about the role private investments can play in portfolios. You can read more about our private investment philosophy here: https://ow.ly/OLrn50UfnXI

Becca Davis will be speaking at the upcoming Women in Private Markets Summit in London. Becca and her fellow panelists will explore how managers are creating value through ESG-compliant private debt strategies. Does ESG-compliant private debt strategies result in an increased credit quality within the portfolio? Should all investments be structured as sustainability linked loans or is it not always suitable for the borrower? We hope you can join us as we navigate the evolving landscape of private credit and uncover the opportunities that sustainability present. If you're attending and would like to meet with Becca, contact us here: https://ow.ly/hNh950UfVTm

We recently had the pleasure of sponsoring the SuperReturn North America and Private Credit conferences in New York, where we were able to meet and chat with many of you. At the event, Managing Director Richard Grimm also spoke on a panel with other industry specialists, discussing the future of distressed debt investments. To learn more about our private investment strategies, read our insights here: https://ow.ly/uRq750UeU6Q

The trajectory of US debt-to-GDP has sharply increased, driven by fiscal stimulus from the Global Financial Crisis (GFC) and COVID-19. While we believe a US debt crisis is not imminent, the rapid growth of debt and expectations for increased fiscal spending require close monitoring. Read more from our latest VantagePoint here: https://ow.ly/lsqB50UeTgf

As a result of prioritizing endowment performance, Saint Ignatius has been able to maximize financial aid. Contributing to this success is an emerging manager policy that broadened their asset allocation to private investments with an emphasis on performance and inclusivity. While implementing this policy, they learned five key lessons: ✔️ Gain Support ✔️ Agree on Strategy ✔️ Don't Just "Check the Box" ✔️ Evaluate and Adjust ✔️ Think Big Discover the full insights here: https://ow.ly/ueon50Uahv1 #CAClientSpotlight

Senior Investment Director, Chavon Sutton, recently spoke at the New Private Markets Impact & Transition Investor Summit in New York. Panelists explored investable solutions for transitioning to an environmentally sustainable and socially equitable world. During the discussion, Chavon highlighted how investing in an equitable and more inclusive economy can lead to increased productivity and expanded opportunities with potential to create significant economic value. With increasingly attractive and impactful investment opportunities in areas such as health, climate adaption, and resource efficiency, intentionality when conducting due diligence on these strategies is key. To learn more about the framework Cambridge Associates uses when investing for social and environmental equity, visit: https://ow.ly/ec8t50U7rx5 #ImpactNA #ImpactNA24

How are evolving digital technologies transforming healthcare? Together with industry pioneers and venture capitalists, we're exploring the innovative solutions that are working to advance health equity, revolutionize efficiencies, and improve patient outcomes. Special thanks to Lynne Chou O'Keefe from Define Ventures, Siva Namasivayam from Cohere Health, and our own Chavon Sutton for joining this #UnseenUpside podcast conversation 🎧 Listen here: https://ow.ly/vcka50U9s9y

Join us for a webinar on Thursday, December 5 from 11am-12pm EST/4pm-5pm GMT as we discuss our 2025 investment outlook. We will share our views on how economic growth, inflation, and interest rates will evolve, and discuss how these perspectives will impact the performance of various asset classes, both public and private. Given the complex challenges currently facing investors, you won't want to miss this opportunity! To register, click here: https://ow.ly/HyME50U9k9Z

The last episode in the current season of our German podcast, Perspektiven in Private Markets, takes a deep-dive into the world of Insurance Linked Securities (ILS). Join us as host Alex Koriath and his guest, Michael Knecht, share their insights on the recent developments and challenges in this space and how institutional investors can benefit from the attractive risk-return profile of this fascinating asset class. Click here to listen: https://ow.ly/rUt350TZqzl Thank you to all of our listeners so far, and be on the lookout for new episodes in 2025!

Cambridge Associates is proud to be a signatory of the CFA Institute's Singapore Diversity, Equity, and Inclusion Code. Aaron Costello, Head of Asia, who was a signatory at the launch of the Code, highlighted that as a global investment firm, we strongly believe that #DEI is material to becoming a highly impactful organization that seeks to deliver excellent returns and partnerships for our clients. Read more: https://ow.ly/ZnHj50U4IMM