Aug 1, 2025
At CFA Institute LIVE 2025, guest host Chris Wiese, CFA,
managing director of \education at CFA Institute, sat down with
Mark Anson, CFA, CEO of Commonfund, for a wide-ranging conversation
on how institutional investors can adapt to today’s shifting global
landscape. Drawing on leadership experience at CalPERS, British
Telecom Pension Scheme, and Nuveen, Anson reflects on regulatory
complexity, the evolution of global equity markets, and why a
30/30/40 allocation model remains relevant.
The episode explores emerging market opportunities, accessing the
illiquidity premium in private capital, and how rising
uncertainty—from geopolitical shifts to potential changes in
endowment taxation—is shaping portfolio strategy. Anson also shares
thoughtful advice for early-career professionals on developing
global perspective and getting the most out of the CFA®
charter.
Tune in for a timely conversation on building resilient portfolios
in an increasingly interconnected—and unpredictable—world.