Feb 12, 2021
Ep. 01 - Institutional and Niche Investing with Marcus Frampton
What do Endowment Investing, Real Estate, Hedge Funds, Alternatives, Over-the-Counter (OTC) Stock Investing, Stock Newsletters, Peter Kamin, SunLink Health, Libsyn and Shareholder Board Meetings all have in common you may ask? In this episode of Riches in the Niches, our guest is Marcus Frampton, CIO of Alaska Permanent Fund Corporation, who manages the $71B in assets for the state of Alaska. Outside of his role as CIO, Marcus pursues niche investment opportunities.
To learn more about Marcus you can reach him on Twitter @MarcusFrampton. To learn more about Richard please visit www.thinkaen.com.
To subscribe to Marcus's newsletter please visit www.microcapletter.com.
Show Notes:
(01:18) About Marcus, Alaska Permanent Fund Corporation, Prudhoe Bay Oil Discovery, Oil Royalties, Private Equity
(04:16) Endowment Model at APFC, being CIO, January 2019, Retail Real Estate Ownership, Exposures over the last few years, Fund Rebalance
(09:58) Real Estate versus Private Equity versus He…