Wendy Li
Founder and CIO of Ivy Invest, offering an endowment-style fund with traditional and alternative assets. She has managed billions of dollars for major New York endowments and foundations.
Best podcasts with Wendy Li
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16 snips
Jan 17, 2025 • 59min
Wendy Li on How To Invest Like Elite Endowments | #566
Wendy Li, founder and CIO of Ivy Invest, shares her extensive experience managing billions for New York endowments. She discusses the intricate strategies elite institutions use, balancing risks with evolving alternative investments. Wendy reveals her innovative approach to democratizing endowment-style investing, allowing individual investors access without accreditation. Learn about her 'Windy portfolio' blending public equities and alternatives and insights on liquidity management in today's market, highlighting the growing trend of companies remaining private longer.
Jul 21, 2025 • 1h 1min
Uncompensated Risks in VC | Wendy Li | Superclusters | S5E12
Wendy Li, Co-founder and Chief Investment Officer at Ivy Invest, shares her journey from building a $4 billion portfolio at the Mother Cabrini Health Foundation to creating an accessible investment platform for everyday investors. She discusses the critical distinction between probability and consequence in venture capital, cautioning against common mistakes made by LPs. Wendy also highlights the innovative ‘endowment in a box’ concept, which democratizes investing, and reflects on the importance of mentorship and emotional control in investment decision-making.
