Shailesh Sachdeva

Connecting LPs* globally || *family offices, endowments, pension funds, and other institutional investors

[Shailesh Sachdeva @shaileshs_]

Sharing insights from Hyphah CIO Salons with global Chief Investment Officers across family offices, pensions, endowments, and sovereign wealth funds.

Follow for daily insight.

Comment ‘invite’ if you’re a CIO / MD / Principal and want to be part of the conversation.

[Shailesh Sachdeva @shaileshs_]

3/ So what?
There’s no sugar coating this - it continues to be a really tough fundraising environment for most emerging managers

🌐 CIOs / Senior MDs / Principals:
Your global peers are sharing playbooks like this every month in private Salons. DM / comment “invite” to join.

[Shailesh Sachdeva @shaileshs_]

CIOs say they love emerging managers…until you ask them to wire funds!

Insights from Hyphah Salons where CIOs swap real strategies.

Backing emerging managers is like eating kale - you know it’s good for you, but when it’s time to commit, most CIOs reach for blue-chip carbs🧶⤵️

[Shailesh Sachdeva @shaileshs_]

2/ How CIOs are navigating:
▶︎ Reducing re-ups (by as much as 70-80%!)
▶︎ Relying on trusted peers
▶︎ Relying on trusted groups / fund-of-funds
▶︎ Looking for reasons to say no

[Shailesh Sachdeva @shaileshs_]

@RayDalio Here's how global CIOs are responding to the tumult, while delivering 15% returns:

[Shailesh Sachdeva @shaileshs_]

(4) So what?

The CIOs on track to hit targets are designing flexible portfolios and comparing notes in trusted circles to stay ahead.

🌐 CIOs / Senior MDs / Principals:
Your global peers are sharing real-time strategies in private Salons. DM / comment “invite” to join.

[Shailesh Sachdeva @shaileshs_]

(3)
▶︎ Layering risk - barbell strategies that blend mega-cap funds, mid-market exposure, and targeted venture

▶︎ Deploying geographically - shifting to less efficient markets where alpha is still available

▶︎ Watching credit - positioning for upside as others pull back

[Shailesh Sachdeva @shaileshs_]

(2) What top-performing CIOs are doing differently:

▶︎ Concentrating - fewer managers, deeper relationships, and co-investing where they have conviction

▶︎ Going thematic - targeting secular growth areas and accepting volatility where they believe in the thesis

[Shailesh Sachdeva @shaileshs_]

(1) Key issues that Chief Investment Officers & investment teams are facing:

▶︎ Legacy allocations are too diluted to outperform, especially in crowded asset classes

▶︎ Board expectations remain high, but few understand what it takes to hit those targets

[Shailesh Sachdeva @shaileshs_]

📈 How are CIOs still delivering 15% IRRs?

Insights from Hyphah Salons where global CIOs across family offices, endowments, pensions, and sovereign wealth funds share real-time insights.

The 15% return target feels daunting, but some CIOs are rising to the challenge 🧶⤵️

[Shailesh Sachdeva @shaileshs_]

(4)💡So what?
The best CIOs are treating their portfolios like product design, i.e., continuously experimenting and rebalancing.

🌐 CIOs / Senior MDs / Principals:
Your global peers are sharing real-time strategies in private Salons every month. DM / comment “invite” to join.

[Shailesh Sachdeva @shaileshs_]

📊 How are CIOs designing their portfolios?

Insights from Hyphah Salons where CIOs across family offices, endowments, pensions, and sovereign wealth funds share candid insights.

The old 60/40 allocation model is proving to be too rigid in today’s market. 🧶▼

[Shailesh Sachdeva @shaileshs_]

(3)
▶︎“We're trying to be proactive and reorganizing our entire public equity book. And also exploring gold.”
- CIO, US Endowment (this comment was made in the January CIO Salon, 3 weeks before the S&P started to slide & gold began its ascent!)
▶︎ Comparing notes with peers

[Shailesh Sachdeva @shaileshs_]

@AmOptimistShow @JTLonsdale @elonmusk The challenge is that global institutional allocators (endowments, pensions, sovereign wealth funds, family offices, etc.) are citing "an end to US exceptionalism" and reallocating capital outside the US.

https://t.co/NT0g2vKQbl

[Shailesh Sachdeva @shaileshs_]

How are global CIOs reacting to the tariffs?

Hyphah has been hosting Salons with global CIOs of endowments, pension funds, foundations, UHNW family offices, and sovereign wealth funds.

Key takeaways from the CIO Salon in thread.

CIOs: join the next Hyphah CIO Salon, please DM

[Shailesh Sachdeva @shaileshs_]

🌐 CIOs / Senior MDs / Principals:
Your global peers are connecting in private Salons every month. DM / comment “invite” to receive an invite to the next CIO Salon.

[Shailesh Sachdeva @shaileshs_]

📋 How do CIOs actually diligence deals?

When everyone looks great on paper, who do you trust?

Insights from Hyphah Salons where global CIOs openly share ideas & discuss challenges.

#DueDiligence #ChiefInvestmentOfficer #FamilyOffice #Endowment #Pension #SWF #Hyphah

[Shailesh Sachdeva @shaileshs_]

💡So what?
The strongest CIOs are curating diverse perspectives to challenge their thinking. And they’re seeking trusted spaces for honest dialogue, not panels or polished stages.