Endowment Wealth Management
Prateek Mehrotra, MBA, CFA, CAIA, has more than 20 years of experience with alternative investment strategies for institutional and individual investors.
He serves as the chief investment officer of Endowment Wealth Management in Appleton, Wisconsin. Previously he was CIO of Sumnicht & Associates.
By Prateek Mehrotra |
July 31, 2014
There’s a reason endowment funds underperformed in the current bull market but outperform over market cycles. Here’s how Yale does it.
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