Ashby Monk @sovereignfund
Research Director @StanfordLTI, Head of Research @Addepar My latest book: https://t.co/wp6hDoty9m… linkedin.com/in/ashby-monk-… Los Gatos, CA Joined April 2009-
Tweets13K
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New research on tech disruption of investment portfolios (and what long-term investors are doing about it): linkedin.com/feed/update/ur…
We wrote a research paper on the use of investment memos and memo best practices! info.addepar.com/addepar-invest…
New Research Alert --> The Keys to Sovereign Development Fund Success: Innovation, Collaboration & Commercial Focus... ssrn.com/abstract=44974…
New Don't Get Fired Podcast just landed! --> SJC's Prabhu Palani: Reinventing VC from The Capital of Silicon Valley... longterminvesting.stanford.edu/dont-get-fired…
The Don't Get Fired Podcast is ALIVE! podcasts.apple.com/us/podcast/the… Learn about it here: longterminvesting.stanford.edu/dont-get-fired…
"ESG ratings are like Big Macs. They're easy to get, cheap, and taste pretty good, but it's not clear they make you healthier and you definitely don't know everything that's inside." capitalallocators.com/podcast/invest…
Investor identity and portfolio resilience. My interview with @sovereignfund, AKA Ashby Monk. capitalallocators.com/podcast/invest… With thanks to @numerai and @NorthernTrust.
I'm thrilled to announce the launch of Addepar Research, a new team that's on a mission to bring forward our unique data-driven insights to improve investors' performance. You can learn more about this great team and our amazing data / research here: lnkd.in/gaNQsiP2.
Listen in on this real “behind the curtain” conversation between @CAIA_BillKelly & Ashby Monk (@sovereignfund) as they discuss the role of institutional investors, how to make better investments, and more: bit.ly/40sGZZ7
Hello! Pleased to intro you to my good friend, Chinese Redbud. Clearly wants you to know it is spring time here in Cali. I hope it’s right!
History repeats itself. Pete Carril is smiling upstairs - Congrats @M_Henderson98
TIGERS ADVANCE! We're going to the second round of the NCAA Tournament after taking down No. 2 seed Arizona 59-55! #MakeShots 🐯🏀 | #MarchMadness
When holding periods drop, so do the number of risks investors pay attention to... tker.co/p/average-equi…
Drawdowns and recoveries are often analyzed separately. Yet doing so can leave investors with a distorted view of risk. We propose the term ‘submergence’ for such events, and present a new risk metric to help investors analyze them: submergence density... papers.ssrn.com/sol3/papers.cf…
The biggest driver of inv returns? Allocation / Implementation? It’s actually an investor’s org capabilities, its "Model", that determine what asset classes are investable and how it can access assets. We argue "investor identity" underpins all returns... papers.ssrn.com/sol3/papers.cf…
For 2023, I commit to using more onomatopoeia in my writing.
“They actually presented to the board wearing lab coats and safety goggles. But the point was, they’ve tested everything from global macro to microfinance, and literally everything in between..." A pension fund with an actual R&D function... top1000funds.com/2022/11/calstr…
CalSTRS saves $1.2 billion on fees via collaboration (i.e., innovation)... truly awesome. The only risk free return on earth is to get the same exposure at a lower cost! ai-cio.com/news/calstrs-r…
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Monocle Man @MonocleMan1
8K Followers 6K Following Endowment investor, father, husband to @sarahheer1. Passionate about liberty, investing, CFA/CAIA, sports. Amateur musician. All opinions my own
Corey Hoffstein 🏴�.. @choffstein
66K Followers 1K Following CEO & CIO (Newfound Research) | 🥞 Return Stacking | 🌊 Liquidity Cascades | 📆 Rebalance Timing Luck | ⚡️ Risk cannot be destroyed, only transformed.
Jason Zweig @jasonzweigwsj
229K Followers 2K Following Investing columnist for @WSJ. Editor, Benjamin Graham's *The Intelligent Investor.* Author, *Your Money and Your Brain* and *The Devil's Financial Dictionary.*
Meb Faber @MebFaber
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Ben Carlson @awealthofcs
256K Followers 715 Following Trying to bring some common sense to the world of finance. Book: https://t.co/c53AckMaZF Podcast: https://t.co/GrhZZzIjLv
Benn Eifert 🥷🏴�.. @bennpeifert
80K Followers 1K Following CIO @ QVR. Derivatives and volatility. Tweets may relate to undisclosed investment holdings. No investment advice. Anti-fascist.
Robin Wigglesworth @RobinWigg
75K Followers 2K Following Editor of @FTAlphaville. Norwegian despite the Harry Potter-esque name. Author of TRILLIONS. Views mine bla bla.
Wes Gray 🇺🇸 @alphaarchitect
47K Followers 4K Following Marine. Ph.D. Dad x3. Blog/Education/Indexes/Tools: https://t.co/uYiYwqvK7J ETFs: https://t.co/D8FDBnV76Z White Label ETFs: https://t.co/gGlhaJsd2B Grateful: #USMC #MFTF
Josh Wolfe @wolfejosh
150K Followers 7K Following Co-Founder @Lux_Capital | Trustee @SfiScience Santa Fe Inst | Chair @CiPrep Coney Island Prep (Brooklyn) | Co-Founder of Carson, Quinn & Bodhi w/ @ltwolfe
Brian Portnoy @brianportnoy
18K Followers 1K Following I help people understand and achieve funded contentment. Check out @shapingwealth and The Geometry of Wealth https://t.co/isZiO9kaRC. Not Dave's cousin.
Kris @KrisAbdelmessih
31K Followers 3K Following Stay groovy 🤙DMs open σ https://t.co/p0ss9OuitP 💡Twitter list curator 🎲Boardgames 👽Vol trading 🎸Guitars
baufinanciaphaster �.. @bauhiniacapital
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T-Val🧃 @valueterminal
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Apoorv Bhargava @apoorv_bh89
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dnkihhy855ltx2 @hav4qsd3e05zu
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Luis Sante 🇸🇻�.. @LuisSante6
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168 Followers 6K Following wife : 👸🏻 @syuraaziz81 👨👩👧👦 : #yumra&zulfakhriy 👮🏻♂️ : #PDRMsia. teruskan bekerja, tuai hasil di akhir kehidupan.
jit @jitsinha
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David Hurwitz @davidWonderland
402 Followers 3K Following Inventor of patented solution to existential problem that traditional debates are ineffective. Seeking partners to create world-event re-imagined debates.
Robert Mowry @robertmowry
3K Followers 3K Following Teaching & Investing in LA Tech, Digital Health & B2B SaaS. Work: @LosAngeles_org Teaching Blockchain: @UCLAExtension
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Alexander Ross Cohen @terminalarc
2K Followers 9 Following Building @urvinfinance & @wetheinvestors_; US Chamber Best Corporate Steward(‘20); SXSW Pitch 🏆(‘19), ex-Skadden; https://t.co/KRlvom1vW5
Captain Ahab @LaughingCaptain
71 Followers 506 Following I know not all that may be coming, but be it what it will, I'll go to it laughing
Nicxole @Nicxoledotcom
139 Followers 387 Following 🌟 Transforming Beauty Inside & Out | 💎 Exclusive Trends & Luxe Products | 🚀 Elevating Your Beauty Game | ✨ Discover Your Sparkle at https://t.co/S5FKE0AeQE | Follow us
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Miles Green @milesjgreen
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Liam Killingstad @LiamKillingstad
6K Followers 989 Following Finiam Investments | SHEPHERD | Former @GoldmanSachs | LP, GP, Angel Investor, Son, Aristocrat, Polymath, Empath, Sociopath, Potentially Pathological Liar…
Sigvards Krongorns @SigvardsK
281 Followers 716 Following Associate @ Verge Healthtech Fund | Co-founder @ CastPrint
McSmyste @SmysteMc7326
240 Followers 2K Following
Morgan Housel @morganhousel
520K Followers 701 Following @collabfund The Psychology of Money: https://t.co/Q2XICE6VhE Same As Ever: https://t.co/1HOKjvZAcU Director at Markel Group
Ben Hunt @EpsilonTheory
167K Followers 2K Following Hope has two beautiful daughters - Anger and Courage. Anger at the way things are, and Courage to see that they do not remain as they are. - St. Augustine
Jason Zweig @jasonzweigwsj
229K Followers 2K Following Investing columnist for @WSJ. Editor, Benjamin Graham's *The Intelligent Investor.* Author, *Your Money and Your Brain* and *The Devil's Financial Dictionary.*
Meb Faber @MebFaber
122K Followers 2K Following Founder @cambriafunds @theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/rRz68ARyqV
Ben Carlson @awealthofcs
256K Followers 715 Following Trying to bring some common sense to the world of finance. Book: https://t.co/c53AckMaZF Podcast: https://t.co/GrhZZzIjLv
Grant Williams @ttmygh
136K Followers 926 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTO
Adam Dixon @DrAdam_Dixon
2K Followers 776 Following Professor and Adam Smith Chair in Sustainable Capitalism @AdamSmithHouse, @EBS_Global, @HeriotWattUni
Carter B. Casady @CarterCasady
178 Followers 101 Following Research Engineer @StanfordLTI @StanfordEng @Stanford
Dimitry Gershenson �.. @d_gershenson
5K Followers 4K Following Funding climate entrepreneurs @enduring_planet // Dir at @eco_safi
Stanford Long-Term In.. @StanfordLTI
136 Followers 1 Following We study pensions, SWFs, endowments, and other LTIs to help them achieve their goals, while also unlocking resources for for society's critical projects.
Courtney Monk @CourtMonk
67 Followers 282 Following Co-Founder of @schoolytics, school board member, former data scientist, edtech enthusiast
Michael A. Horowitz @michaelh992
132K Followers 4K Following Geopolitical and security analyst, Head of Intel @LeBeckInt. Commentator on international affairs. Columnist for @AlMajallaEN. Views are my own.
Schoolytics @schoolytics
2K Followers 3K Following Empowering educators with data that's ready for action, not busy work.
KP @feather_flyer
3K Followers 685 Following co-founder/CEO @powderfi, most recently @RealCapInnov (acquired by @Addepar), Avid Startup Investor
99rises Inc. @99rises
20 Followers 106 Following Empowering everyone to invest, engage, and shape the future.
Alicia McElhaney @AliciaMcElhaney
3K Followers 3K Following senior reporter writing the Essential Allocator newsletter & asset owner news @iimag | she/her | tips pls: [email protected]
OpenLP @Open_LP
4K Followers 336 Following #OpenLP aggregates and amplifies insights across the entrepreneur ➡ GP ➡ LP venture ecosystem. Powered by @SapphirePrtnrs, the LP arm of @SapphireVC.
Free Money Podcast @FreeMoney42069
97 Followers 184 Following Radicalizing institutional investors for fun and profit since 2019. Hosted by @sloaneortel and @sovereignfund.
Manish Dutta @dutta_manish
112 Followers 58 Following Co-founder & CEO, Alphaledger @alpha_ledger. Tokenized securities infrastructure. #blockchain | ex PIMCO | ex Capital Group
Fabric @FabricRisk
496 Followers 1K Following Risk aware portfolio design to safeguard your client's future. Customized to meet each client's personal goals. Powered by MSCI's industry-leading technology.
Allahpundit @allahpundit
106K Followers 494 Following Staff writer, @thedispatch. Formerly @hotairblog.
Jason Apollo Voss, CF.. @deceptruth
10K Followers 309 Following CEO, Deception And Truth Analysis (D.A.T.A.), Inc. Retired 5-star and Lipper #1 portfolio manager. Author. Scientist. Conscious capitalist. Meditate & agitate.
Himanshu Gupta @guptah21
394 Followers 150 Following CEO @ClimateAi | Ex-Office of Al Gore |@Forbesunder30 @StanfordGSB @StanfordEarth @IITkharagpur| @Nitiayog History, Science and Cricket nerd
The Dispatch @thedispatch
122K Followers 29 Following A digital media company providing fact-based reporting and commentary on politics, policy and culture.
John Bowman, CFA @BowmanJohnL
5K Followers 1K Following President @CAIAAssociation. Capital Decanted pod host. Tweet about LT investor outcomes, geopolitics, leadership, Boston/UVA sports, the 80s. Husband, Dad 6x
Sheridan Porter @porter_sheridan
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Ruchit G Garg @ruchitgarg
14K Followers 485 Following Leave No Farmer Behind #HFN - Founder CEO @harvestingfn, @hfoundationin , Chairman @ShobhitUniv Alumni Network, ex- @Microsoft, President Awardee
Jean Tirole @JeanTirole
16K Followers 0 Following Economiste français. @Nobelprize laureate 2014. Chairman / Président Toulouse School of Economics (@TSEInfo). Inactive account, use #jeantirole to reach my team
Angela Arte @arte_angela
32K Followers 30K Following Lo más importante: - La fe ✝ - Los hijos 😍 - La naturaleza 🌻 , el arte 🎨 , el bien común 🌎 ... - No DM ❌
Nate Cohn @Nate_Cohn
472K Followers 1K Following chief political analyst, @nytimes. writing about elections, public opinion and demographics for @UpshotNYT. polling and needling. PNW expat.
Drew McFadzean @Asset_Ownership
54 Followers 214 Following VP @HOOPPnow Alum: Bulldog Capital Partners @OPTrust @LTSE @bmiresearch
Sapna Maheshwari @sapna
41K Followers 1K Following whatsupna? @nytimes business reporter covering TikTok and emerging media. pun lover, Tar Heel, from CT. tips to [email protected], DM for Signal, WhatsApp.
Phil Huber @bpsandpieces
14K Followers 881 Following Head of Portfolio Solutions at Cliffwater |🏆 RIA Intel's 2023 CIO of the Year | 📗 The Allocator's Edge | 👨🏻💻 Bps & Pieces | 🤼 Pro Wrestling Aficionado
Jennifer Truth Over P.. @JRubinBlogger
705K Followers 803 Following NeverTrump, pro-democracy opinion writer at @WashingtonPost, MSNBC contributor. And: https://t.co/T5NHa1F0gB and JenRubin9 at Threads
Eric Poirier @epoirier7
93 Followers 71 Following
Addepar @Addepar
3K Followers 252 Following Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients.
Bill Kristol @BillKristol
1.0M Followers 9K Following Director, https://t.co/JPcpCzAVjV. Editor at large & Morning Shots co-author, https://t.co/IFsNJFzEig. Host, https://t.co/wbwBfexLRN
Katina Stefanova @katinastefanova
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Global SWF @GlobalSWF
2K Followers 266 Following 🌏 Global Experts in #SovereignWealthFunds 👔 Consulting Services @WorldBank @UN 🖥️ Latest intel about #SWFs activities 🎓 SWF Academy in partnership with @LBS
The Lincoln Project @ProjectLincoln
2.9M Followers 1K Following "You cannot escape the responsibility of tomorrow by evading it today.” – Abraham Lincoln 🏴☠️ | Home of #TheBreakdown
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David Atkin @davidatkin22
1K Followers 426 Following CEO of Principles for Responsible Investment @PRI_News, the world's leading proponent of responsible investment supported by @UN. Views expressed are my own.
Alicia Seiger @aaseiger
2K Followers 894 Following Lecturer, innovator & catalyst @Stanford. Working to accelerate the transition to an equitable, decarbonized and climate resilient world. Mama bear.
Long-Term Stock Excha.. @ltse
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HIRO MIZUNO @hiromichimizuno
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David John 🇺🇦 @dcjretiresecure
2K Followers 692 Following Retirement & emergency savings and pension policy for AARP & the Retirement Security Project at Brookings. Views are my own, following or RT not endorsement.![Investment Innovation Institute [i3] is committed to better investment outcomes through education in pension, superannuation, investment, sovereign wealth funds](https://pbs.twimg.com/profile_images/897338367846645760/C4eXCHK2.jpg)
[i3] @i3invest
718 Followers 367 Following Investment Innovation Institute [i3] is committed to better investment outcomes through education in pension, superannuation, investment, sovereign wealth fundsI have just finished reviewing Ashby Monk's (@sovereignfund) paper on a framework for long-term-investor performance, and I was pleasantly surprised by the paper's practicality: myaccount.caia.org/iweb/upload/As… He directs @StanfordLTI, which seeks to bolster understanding of sovereign…
Let me explain one reason why this is a potentially serious problem. First, you should know that when I search google from an incognito window it gives me the right answer: just shy of 14 billion years, the current scientific consensus among cosmologists and astronomers.
Our esteemed faculty director, Prof Mike Lepech, is helping to lead #VCUnlocked: Silicon Valley with @500GlobalVC. In partnership with @StanfordCPD, this is the 10th cohort of emerging VCs! It's awesome. More details --> 500.co/venture-educat…
@sovereignfund and team are on another fascinating case...the efficacy and potential modernization opportunity of the investment memo. Excited to read this. institutionalinvestor.com/article/2bwoy3…
“What I would like to do is rekindle the spirit of the Scottish Enlightenment. We want to be critical and sceptical, rather than be another sustainability institute going around saying the world’s on fire. That’s not what Adam Smith would have done.” @DrAdam_Dixon, Chair in…
Happy that @FreeMoney42069 podcast is back and hearing about ways @InvestVegan and @sovereignfund are working hard to find solutions to big challenges. Looking forward to more episodes!🎧
Spoke to a large multifamily firm active in Florida today. Their insurance is expiring on a 300-unit, 90s built deal in St. Petersburg. They told me they can't get a single company to offer them a renewal. Can this be real?
It seems the primary use case for public equities has shifted from a core portfolio holding to a benchmark used to complain about private marks.
SEEKING A REPORTER! Come work with me and cover finance, investing and some of the biggest #investors in the world! This is an opportunity to develop your expertise! Apply now! #journalismjobs #journalism #hiring #jobs #news #investing #opportunity U…lnkd.in/gKKXrY2S
The latest Fortnightly: AI über alles (@CFAResearchFndn and many others) gaping holes in corporate governance (@StanfordGSB) what's the right valuation? (@Deloitte) investment education initiatives (@sovereignfund and @YaleSOM) investmentecosystem.com/2023/05/08/ai-…
Millions of people being bombarded with videos of a horribly mangled dead children when trying to get basic information on this site is going to give people a kind of PTSD we don’t have a name for yet.
Bummer that all of the 17-42% return opportunities are only available via Instagram ads ...
"Swimming in shark-infested big waves is safer than talking about ESG." - @sovereignfund Ashby Monk (EP.311) With thanks to @numerai & @NorthernTrust.
“ESG ratings are kind of like a Big Mac. It tastes pretty good, it’s cheap, it’s easy to find but…it’s not clear it will make you healthier and you don’t certainly don’t know what’s in it.” Sound byte savant @sovereignfund with some truth. @tseides podcasts.apple.com/us/podcast/cap…
@tseides @sovereignfund @numerai @NorthernTrust 🔥🔥🔥 "the way you get promoted is you buy more private equity" - @CalPERS
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