Month: January 2020

January 30, 2020
#OpenLP for New Funds in Venture Capital
In tech, quite a number of venture capitalists have shared through blogs and podcasts how they invest in startups. An even larger number of founders for years have shared how they build their companies. But it was not until recently that LPs begun sharing how they invest in venture, especially in fund managers. We try […]
January 29, 2020
Private Equity Allocation at Princeton Endowment
The school published their financials earlier this month. In the report you will find that allocating to an illiquid asset class is not easy to manage. Within Private Equity and Real Assets, deviations from Policy Portfolio targets can occur without deliberate intent, due to funding and market dynamics. When the Policy Portfolio targets for Private […]
January 26, 2020
Ted Seides – A Rational Reminder (EP.121)
Brought to you by: Selective Search, Northern Trust Front Office Solutions, and Colmore |  Last year, I appeared on the Rational Reminder podcast, a show hosted by Cameron Passmore and Ben Felix of PWL Capital, a terrific Ottawa, Canada-based wealth manager that focuses on low cost, passive investing. We discussed the depth of the […]
January 23, 2020
Investment Process at Oxford Endowment
The school's endowment describes how they invest on page twelve of their latest report. Our team has the freedom to make investments today that may not come to fruition during their lifetime. We pursue long term themes across asset groups, where we believe tensions, changes or inefficiencies in economies and markets provide investment opportunities. We […]
January 22, 2020
Bill Gurley on Venture Capital at Texas McCombs
A few years ago, McCombs Magazine published a profile on Bill Gurley of Benchmark Capital. In it he shares how the venture firm was formed. We have this partnership model where all the partners share equally in the profits. Things don’t scale well inside of that because we don’t have a CEO. We experimented with […]
January 19, 2020
Beezer Clarkson – Sapphire Gem of Early Stage Venture (EP.120)
Brought to you by: Northern Trust Front Office Solutions | Beezer Clarkson is Managing Director at Sapphire Ventures where she is responsible for the management of Sapphire’s fund investments in early stage venture funds globally.  Her career through direct and fund investing has left her with unusually deep knowledge and insights in the space. Our […]
January 16, 2020
Northwestern Endowment Performance 2019
The school announced their endowment figures last week. Northwestern’s endowment decreased from $11.08 billion to $10.8 billion in the 2019 fiscal year, after its long-term balance pool underperformed relative to expectations and a withdrawal to offset the University’s budget deficit. The reduction marks only the second time in 10 years that the school’s endowment has […]
January 15, 2020
Manager Selection at Denison Endowment
A few years ago David Barcus, Director of Investments at Denison University, was asked about his strategy in finding the best fund managers. In terms of what we are looking for in fund managers, I always look for managers who can demonstrate their edge in the strategy. For some, this can be driven by their […]
January 9, 2020
Research on Fossil-Fuel Divestment at Endowments
What motivates college students to urge divestment of fossil-fuels from their school's endowment? The vast majority of American universities maintain their operations by at least some reliance on fossil fuels, and thus, financial divestment from the fossil-fuel industry is a more viable path of eliminating support for fossil-fuel producers than ceasing consumption of fossil fuels […]
January 8, 2020
Due Diligence in the Art World
How many philanthropic dollars are spent by art museums on fake art? The quality of these paintings – their faithful duplicity – jolted the market. The sums of money at stake in art, never paltry to begin with, have grown monstrous. Thirty years ago, the highest auction price for a painting was $10.4m, paid by […]
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