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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.

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Jan 17, 2025 • 60min

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.