#1643

Mentioned in 19 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

Marc Andreessen

Mentioned in 19 episodes

Mentioned by

Marc Andreessen

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

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.

Behind The Memo: On Bubble Watch

Mentioned as a book written by David Swenson that shared his strategy of allocating to alternatives.

Episode 378: Learning from Market History

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

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

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 Michael Mauboussin and linked in the episode description as a resource on portfolio management.

Kristin Gilbertson - Risk, Resilience, and Returns

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

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 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

Ted Seides

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

Ted Seides - How the World’s Elite Money Managers Invest, a Bet With Buffett, & Interviewing Sam Zell

Mentioned by

Tyler Gardner

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

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

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

Mentioned by

Cliff Asness

, noting the book discusses the premium paid for owning illiquid private assets.

Cliff Asness on Factor Investing and the History of Financial Economics | Hoover Institution

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