Wednesday, September 13, 2017

Listen to the Regents Investments Subcommittee of 9-12-2017

The Regents are currently meeting and yours truly, as always, will dutifully archive the audio - since the Regents won't preserve their recordings beyond one year. (But it takes time to capture the audio so there won't be instant posting.)

The Investments Subcommittee met yesterday and had a lengthy discussion. Apart from the usual review of the portfolio returns, the session was devoted in part to a world review, especially of India and Asia, via two outside guests.

You can hear the audio at:

Perhaps of note was the brief remark by one of the guests, Larry Fink (CEO of Blackrock) that in Asia, the North Korean crisis as seen from the U.S. is a non-issue as seen from Asia:

No comments: