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How I Invest with David Weisburd
E101: Lessons from University of Texas ($70B) and Stanford Endowment ($40B)
Oct 8, 2024
Mark Shoberg, CIO & Partner at Capital Creek Partners and a veteran of top endowments like University of Texas and Stanford, shares insights on institutional investing. He discusses the optimal size for endowments and strategies for crafting the perfect investment platform. Mark emphasizes the significance of strong partnerships and team dynamics in managing investments. He also explores market timing, portfolio construction, and the challenges presented by national debt, offering wisdom on adapting strategies for both large endowments and family offices.
35:24
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Quick takeaways
- Assessing organizational dynamics and team cohesiveness is crucial for mitigating risks and achieving long-term investment success.
- Investors should consider flexible asset allocation strategies, including real estate and hedging, to navigate rising national debt and inflation risks.
Deep dives
The Importance of Organizational Cohesion in Investments
The podcast highlights the critical role of organizational stability in successful investment outcomes. Relationships built over long periods, often spanning a decade or more, tend to yield better returns even when faced with challenges. In contrast, investments that suffer capital losses frequently stem from organizational breakups, likened to a divorce in a long-term partnership. This underscores the need for investors to closely assess the organizational dynamics and cohesiveness of the teams managing their funds to mitigate risks.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode