EP3: Investing Through Cycles & India’s Growth Story with Kevin Edwards of CMU

In this episode of View From The Top, Ganesh Nayak, Head of Global Capital and Fundraising at Avataar Ventures, speaks with Kevin Edwards, Managing Director of Investments at Carnegie Mellon University. CMU's 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 storiesThe evolution of its digital infrastructure and capital marketsWhy entrepreneurial energy and regulatory reform make India unique among emerging economiesWhat global allocators want from Indian GPs raising capital abroadHow universities and endowments balance preservation with growthWhy discipline, risk-awareness, and humility are timeless investor traitsKevin 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.🎧 Watch or listen on YouTube, Spotify, and Apple Podcasts.Subscribe for new episodes every two weeks.