#2025

Mentioned in 13 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 13 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

Stan Miranda

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

CIO Greatest Hits: Multi-Family Offices – Stan Miranda (Partners Capital)

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

Mark Higgins

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.

The Parallels of Past and Present in Finance - Mark Higgins | #594

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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