Liwa Capital Advisors Fireside Chats
Stagione 1
di Liwa Capital Advisors
Hashim Kudsi and Dave Burke give their insights on the best approach to investing in VC and PE
Beyond Relaxation: Discovering Transcendental Meditation’s Impact on Life and Creativity.
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.
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