#2393

Mentioned in 11 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.

Mentioned by

Jason Calacanis

Mentioned in 11 episodes

Mentioned by Dave Swenson in his book, Pioneering Portfolio Management, highlighting the importance of independent investment decisions.

Behind The Memo: On Bubble Watch

Mentioned by

James Clarke

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

James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)

Mentioned by Barton Biggs in a book report, introducing

Amy Falls

to David Swenson's work.

Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)

Mentioned by

Ted Seides

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

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

Mentioned by

Ted Seides

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

WTT: The Real Yale Model

Mentioned by

William Green

and

Adam Shapiro

in the discussion of endowment strategies.

RWH048: Betting Billions On Outlier Talent w/ Adam Shapiro

Mentioned by

Mark Higgins

as a book outlining his successful alternative investing strategies.

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

Mentioned by

Howard Marks

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

Think smarter, not harder with Howard Marks

Mentioned by

Stan Miranda

as a guide for institutional investment.

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

Mentioned by

John Bowman

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

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

Mentioned as a must-read book for anyone entering endowment foundation management.

Uncompensated Risks in VC | Wendy Li | Superclusters | S5E12

Mentioned by

Stan Miranda

as a guide for institutional investing.

2023 Top Episode #4: Stan Miranda – Modern Endowment Model at Partners Capital, EP.334

Mentioned by

Ted Seides

as a seminal work on portfolio management, inspired by

Charles Ellis

.

[REPLAY] Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)

Mentioned by

Ted Seides

as his mentor during his time at the Yale Endowment.

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

Mentioned by

Jason Calacanis

as the author of a seminal book on portfolio management.

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

Mentioned by

Stan Miranda

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

Stan Miranda - Bain Meets the Yale Model at Partners Capital

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