Month: January 2019

January 31, 2019
Ivy League Endowments 2018 Performance Analysis
"Fiscal year 2018 was a stronger year for Ivy endowment performance than fiscal year 2017. Traditional outperformers continued to outperform, taking advantage of a strong year in private equity and venture capital. Looking back at the past 10 years, however, none of the Ivies were able to beat a domestic 60-40 portfolio, a traditional measure […]
January 30, 2019
Harvard Vineyards Thirst for Water in California
"The county supervisors issued an emergency moratorium on new agricultural wells starting Aug. 27, 2013—not just wells in the affected areas but also in areas such as Harvard’s holdings where groundwater hadn’t fallen as much. The day before the moratorium took effect, Harvard’s Brodiaea filed for permits to drill seven wells deeper than anything else […]
January 29, 2019
Amherst CIO Mauricia Geissler on Fund Managers
"Moving to a broader asset allocation structure/model is probably one of the most significant shifts over the last 15 years. The other shift is in our mindset and focus on making sure we are allocating capital to our highest conviction managers and eliminating marginal portfolios. One of the things we like about the managers that […]
January 28, 2019
Stanford CIO Rob Wallace on Endowment Purpose
"The endowment is actually a collection of more than 7,000 individual gifts from donors. These generous gifts are meant to support in perpetuity a wide range of university programs, including teaching and research, financial aid, facilities maintenance, athletics and many more. These programs enable the students and faculty of Stanford to weave a rich tapestry […]
January 27, 2019
Donna Snider – Inside the Investment Process at the Kresge Foundation (EP.84)
 Donna Snider is a Managing Director at the $4 billion Kresge Foundation, where she has worked for ten years as one of three senior team members under Chief Investment Officer Rob Manilla.  Last summer, Institutional Investor named Donna the number one ranked Most Wanted CIO of the future. Our conversation starts with Donna sharing […]
January 24, 2019
Pittsburgh Foundation on PE Funds
"We look for consistency of fund size, the experience of the team and consistency regarding how they approach their investment process. Additionally, there is a significant demographic change in the industry. There are some managers who have handled leadership transitions in their organizations very poorly. We always review how they have managed that process. Obviously, […]
January 23, 2019
Founding a University
"When railroad magnate and former California Gov. Leland Stanford and his wife, Jane Lathrop Stanford, lost their only child, Leland, Jr., to typhoid in 1884, they decided to build a university as the most fitting memorial, and deeded to it a large fortune that included the 8,180-acre Palo Alto stock farm that became the campus. […]
January 22, 2019
Princeton CIO Andy Golden on Investment Returns
“Princeton aims for a 10 percent annualized return, which is close to the long-term return for the S&P 500, not adjusted for inflation. To get that result, Princeton’s endowment is heavily weighted toward equities, albeit in the context of alternative strategies. It has just 5 percent in fixed income and cash. Such an equity-heavy allocation […]
January 21, 2019
Higher Ed Hustle
"Another source of strength was that this disparate collection of largely undistinguished colleges and universities had succeeded in surviving a Darwinian process of natural selection in a fiercely competitive environment. As market-based institutions that had never enjoyed the luxury of guaranteed appropriations (this was true for public as well as private colleges), colleges survived by […]
January 20, 2019
Ron Biscardi - Putting Hedge Funds in Context (EP.83)
Ron Biscardi, the Co-Founder and CEO of Context Capital Partners and a Partner and Board Member of Context Summits.  Ron sits at the intersection of buyers and sellers for small funds, and actively invests as a provider of acceleration capital.   Our conversation covers Ron’s path from an engineer to an asset management entrepreneur, the challenges and opportunities of investing […]
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