Clade

Strategic Opportunities in Global Markets: Insights from Preet Chawla, CFA In part two of an exclusive interview series by NAV Fund Services in collaboration with Clade, Preet Chawla, CFA, Senior Director at Carnegie Corporation of New York, shares how smaller foundations can leverage their size to explore niche markets like asset-based lending and reinsurance. Preet also discusses the promise of India, the risks of overexposure, and lessons learned from global investments—providing invaluable insights for asset allocators navigating today's complex financial landscape. Watch now to gain expert perspectives on building a resilient, diversified portfolio in global markets. #NAVFundServices #Clade #InvestmentStrategy #GlobalMarkets #AssetAllocation #NAVInsights Ambuj Garg | Sumit Sharma | Rea Sarah Caldeira | Jan Oliver Koelble | Jonathan Lipton

2️⃣0️⃣2️⃣5️⃣ 🎯Get ready for #Miami or Q1 investor meetings! We are kicking off 2025 with a 'Manager Masterclass' hosted by Jane Abitanta in the FundWomen community powered by Clade! Thanks to Jeremy J. Heer, CFA, CAIA everyone's favourite LP for sharing your expertise and our all-star #fundwomen volunteer spotlight committee led by Marianne O and Rebecca Kerner Reiss. We welcome allocators (female and male) in our community. DM me for more information or if you’d like to support and host a virtual session in 2025. Looking forward to seeing everyone virtually in January and wishing all and one a very Happy Holidays!

We are super proud of our partnerships with 100 Women In Finance and NAV Fund Services, two amazing organizations at the forefront of supporting emerging managers and new investment voices. Congrats to Sarah Finley and Katie Hebert on a great event! #hedgefunds #PE #VC #realestate #LP #GP #alts

A special thank you to our partners at NAV Fund Services and Institutional Investor for making this conversation with Preet Chawla, CFA possible. Dive in to discover how integrating next-gen technology—from ChatGPT-driven memos to AI-powered financial modeling—is shaping the future of asset management. Ambuj Garg Sumit Sharma Rea Sarah Caldeira Katarina Storfer Racek David B. Jonathan Lipton Jan Oliver Koelble Jessica Obeng Angela Ng

Strategic Opportunities for a $4.5 Billion Foundation in a Global Market “Being a $4.5B foundation gives us the edge to explore niche markets like asset-based lending and reinsurance—opportunistic, nimble, and never too big to stumble.” – Preet Chawla, CFA 👉 Watch the full interview https://lnkd.in/eb_ZQtTs - Short-Term and Long-Term Investment Strategies - Navigating Global Volatility - Building a Diversified Portfolio - Impact of AI on Investment Strategies 👉 Learn more about Clade https://clade.co/ #institutionalinvestors #allocators #AlternativeInvestments Institutional Investor NAV Fund Services Carnegie Corporation of New York Rip Reeves David B. Katarina Storfer Racek Jonathan Lipton Jan Oliver Koelble Melanie Gretchen Rea Sarah Caldeira Sumit Sharma Ambuj Garg Arch Kapur

Innovative Investment Strategies: Stay Ahead of the Game 🚀 Hear from a top Carnegie investor Preet Chawla, CFA, how innovation means staying ahead of the curve. 👉 Watch the full interview: https://lnkd.in/eb_ZQtTs - Short-term and long-term investment strategies - Navigating global volatility - Building a diversified portfolio - Impact of AI on investment strategies 👉 Learn more about Clade https://clade.co/ #institutionalinvestors #allocators #AlternativeInvestments #ai #foundation Institutional Investor NAV Fund Services Carnegie Corporation of New York Rip Reeves David B. Katarina Storfer Racek Melanie Gretchen Jonathan Lipton Jan Oliver Koelble Bryan Fox Rea Sarah Caldeira Sumit Sharma Ambuj Garg

𝗜𝘀 𝗔𝗜 𝘁𝗵𝗲 𝗡𝗲𝘅𝘁 $𝟲𝟬𝟬 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 𝗚𝗮𝗺𝗲 𝗖𝗵𝗮𝗻𝗴𝗲𝗿? Hear from a top Carnegie investor Preet Chawla, CFA how AI is transforming finance and what it means for the future. 👉 Watch the full interview https://lnkd.in/eb_ZQtTs - Short-Term and Long-Term Investment Strategies - Navigating Global Volatility - Building a Diversified Portfolio - Impact of AI on Investment Strategies 👉 Learn more about Clade https://clade.co/ #institutionalinvestors #allocators #AlternativeInvestments #ai #foundation Institutional Investor NAV Fund Services Carnegie Corporation of New York Rip Reeves David B. Katarina Storfer Racek Melanie Gretchen Jonathan Lipton Jan Oliver Koelble Bryan Fox Rea Sarah Caldeira Sumit Sharma Ambuj Garg

Tomorrow: If you haven’t joined us already, don’t miss the exciting opportunity to hear from Erik Fransson, Executive Director at the Swedish Fund Selection Agency FTN Fondtorgsnämnden on how his team will navigate the vast universe of managers and narrow down the chosen few. To join us, register via the links below on our fintech platform partner Clade: LP Registration: https://lnkd.in/e2HCQeDT GP Registration: https://lnkd.in/eiA9B8mn Institutional Investor

We’re excited to host this event on behalf of Institutional Investor featuring Erik Fransson from the Swedish Fund Selection Agency (FTN)! Join us for valuable insights on navigating the €100bn fund selection process and learn how to make your organization stand out. Katarina Storfer Racek Jessica Obeng Amal Mohamed Andrew Stallabrass Alex Beveridge Jonathan Lipton Jan Oliver Koelble

We're big fans of East Rock Capital, LLC and 100 Women In Finance, so of course we're excited to host this discussion and support emerging managers. #emergingmanagers #hedgefunds #privateequity