In this podcast, Alifia Doriwala, co-CIO of RockCreek—a $16 billion firm specializing in multi-asset and OCIO solutions—shares insights on their investment strategies. The discussion delves into opportunities in both private and public markets, along with macroeconomic factors that influence investment choices. Doriwala anticipates a rise in IPOs and mergers and acquisitions in 2025, driven by diminishing political uncertainty and easing interest rates. She underscores the value of active management in public equities and advocates for a well-rounded portfolio, recommending that endowments and foundations allocate 30-40% to alternative assets. A key takeaway is the necessity for CIOs to stay agile and responsive in today’s fast-paced market landscape.
