View From The Top — Investing Through Cycles & India’s Growth Story with Kevin Edwards, CMU

Описание: In this episode of View From The Top, Ganesh Nayak speaks with Kevin Edwards, Managing Director of Investments at Carnegie Mellon University, whose multi-billion-dollar endowment invests across global private and public markets.

Kevin shares insights from decades of managing institutional portfolios, reflecting on lessons from the Great Financial Crisis, how liquidity truly works, and what allocators look for in long-term partnerships.

Together, they explore:

How India became one of the world’s most investable growth stories

The evolution of its digital infrastructure and capital markets

Why entrepreneurial energy and regulatory reform make India unique among emerging economies

What global allocators want from Indian GPs raising capital abroad

How universities and endowments balance preservation with growth

Why discipline, risk-awareness, and humility are timeless investor traits

Kevin also offers a rare inside look into how large institutional investors evaluate conviction, liquidity, alignment and what “boots-on-the-ground” investing really means in markets like India.

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