

#1666
Mentioned in 18 episodes
Pioneering portfolio management
An Unconventional Approach to Institutional Investment, Fully Revised and Updated
Book • 2000
This book provides a comprehensive guide for actively managed investment portfolios, drawing from David F. Swensen's experience as Yale's Chief Investment Officer.
It outlines an unconventional approach to institutional investment, focusing on non-traditional assets such as private equity and venture capital.
Swensen offers insights into asset allocation, risk management, selecting investment advisers, and navigating market pitfalls.
The book is filled with real-world examples and strategies that have contributed to Yale's endowment's remarkable annualized returns of 16.
2 percent.
It outlines an unconventional approach to institutional investment, focusing on non-traditional assets such as private equity and venture capital.
Swensen offers insights into asset allocation, risk management, selecting investment advisers, and navigating market pitfalls.
The book is filled with real-world examples and strategies that have contributed to Yale's endowment's remarkable annualized returns of 16.
2 percent.
Mentioned by





















Mentioned in 18 episodes
Mentioned by 

, referring to David Swenson, who was considered the smartest portfolio manager for liquid portfolios, and his guidance on evaluating venture investments.


Marc Andreessen

549 snips
Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley
Mentioned by Dave Swenson in his book, Pioneering Portfolio Management, highlighting the importance of independent investment decisions.

178 snips
Behind The Memo: On Bubble Watch
Mentioned by 

as inspiration for building Partners Capital, referring to it as a cookbook.


Stan Miranda

129 snips
CIO Greatest Hits: Multi-Family Offices – Stan Miranda (Partners Capital)
Mentioned by 

when discussing the importance of understanding market demand before launching a new fund.


James Clarke

96 snips
James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
Mentioned by Barton Biggs in a book report, introducing 

to David Swenson's work.


Amy Falls

58 snips
Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)
Mentioned by ![undefined]()

regarding how people misinterpreted his advice, thinking all you need to do is allocate to private equity and venture capital and hedge funds, and you're going to get yell-like returns.

Mark Higgins

33 snips
The Parallels of Past and Present in Finance - Mark Higgins | #594
Mentioned by Michael Mauboussin and linked in the episode description as a resource on portfolio management.

26 snips
Kristin Gilbertson - Risk, Resilience, and Returns
Mentioned by 

when discussing his experience and insights from his conversations with various investors.


Ted Seides

23 snips
Ted Seides – Insights on investing and podcasting (Capital Allocators, EP.269)
Mentioned by 

as a book offering insights into investment strategies that differ from common interpretations of the Yale Model.


Ted Seides

16 snips
WTT: The Real Yale Model
Mentioned by 

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in the discussion of endowment strategies.


William Green

Adam Shapiro

15 snips
RWH048: Betting Billions On Outlier Talent w/ Adam Shapiro
Mentioned by ![undefined]()

as a book outlining his successful alternative investing strategies.

Mark Higgins

14 snips
Financial History’s Biggest Lessons and How Past Crashes Can Guide Your Investing with Mark Higgins (EP.204)
Mentioned by 

while discussing the history of the endowment model and its origins.


John Bowman

S2 | Episode 5: The Evolving Asset Owner - New Tools for a New Regime with Molly Murphy and Scott Chan
Mentioned by 

, referencing his use of the phrase "uncomfortably idiosyncratic positions."


Howard Marks

Think smarter, not harder with Howard Marks
Mentioned by 

as a guide for institutional investment.


Stan Miranda

Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
Mentioned by 

as the seminal work by David Swenson that influenced his career.


Ted Seides

Ted Seides - How the World’s Elite Money Managers Invest, a Bet With Buffett, & Interviewing Sam Zell
Mentioned by ![undefined]()

in relation to David Swenson helping Yale build one of the most successful endowments with heavy use of alternatives.

Tyler Gardner

The Only Asset Allocation Guide You’ll Ever Need
Mentioned as a must-read book for anyone entering endowment foundation management.

Uncompensated Risks in VC | Wendy Li | Superclusters | S5E12
Mentioned by 

, as a book he was reading to try and get money from Yale Endowment.


Stan Miranda

Stan Miranda - Bain Meets the Yale Model at Partners Capital
Mentioned by 

as the author of a seminal book on portfolio management.


Jason Calacanis

E1126: Capital Allocators Host Ted Seides goes deep on endowments, LP turnover, public/private market insights, ESG investing & more
Mentioned by 

as his mentor during his time at the Yale Endowment.


Ted Seides

TIP343: How to Invest like the Best w/ Ted Seides