Comparing Family Capital and Endowment Investment Strategies

Mark was a managing director with Stanford Management Company and UTIMCO before joining Capital Creek. Mark’s extensive pre-investment experience provided him with broad operating exposure to several industries, including technology, oil & gas, real estate, and consulting. Mark has served as a guest lecturer for Stanford University and the University of Notre Dame. Mark holds an MBA from the Stanford Graduate School of Business and a Bachelor of Engineering from Vanderbilt University.

Links:

Capital Creek Partners - https://www.capitalcreek.com/

Mark on LinkedIn - https://www.linkedin.com/in/mark-shoberg/

Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/

Juniper Square - https://www.junipersquare.com/

Topics:

(00:00:00) - Intro

(00:02:12) - Mark’s background and career

(00:18:04) - What’s often misunderstood about allocators?

(00:19:33) - Building out a real estate program at UTIMCO

(00:24:39) - Mark’s time at Stanford Management Company

(00:29:02) - Capital Creek Partners

(00:35:09) - The role of alternatives today & client trends

(00:41:25) - How do you approach manager selection?

(00:48:46) - What are the opportunities in 2025?