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Month: February 2020

February 28, 2020
Capital Allocators Monthly - February 2020
Announcements and Gratitudes Capital Allocators LIVE tickets are available (June 18, 2020 in NYC) Founder's Class tickets are now closed, and there are just 5 tickets left at the Stage 1 (Early Bird) price. Visit HERE to purchase your tickets and join the fun! Reading (Ordered by reading time: tweets first, books last, and blog posts and articles […]
February 27, 2020
Charlie Munger on Fund Managers
At the annual meeting for the Daily Journal Corporation, Charlie Munger shared that there is too much money out there and it won't end well. And of course, what’s happening in America of course, is that software has grown enormously. If you take every big college in the engineering department, the most popular course is […]
February 26, 2020
David Swensen on Divestment at Yale
The Chief Investment Officer wrote a letter to the Yale community last week. In 2014, the Yale Investments Office developed a plan to address climate change risks in the Endowment portfolio. The plan has been implemented through Yale’s external managers, who collectively are responsible for managing nearly all of the University’s Endowment assets. Engagement with […]
February 20, 2020
Ivy League Endowments Return 6.7% in 2019
The combined average return of 6.7% failed to beat the traditional 60/40 portfolio return of 9.9% this past fiscal year. Turning in an impressive 12.4%, Brown, which restructured its investment leadership roles at the beginning of the fiscal year, moved to the head of the class in FY 2019 after finishing in second place behind Princeton […]
February 19, 2020
Former Harvard Endowment CEO on the Financial Crisis
In the fall of last year, the business school at Yale held a panel that included the former CEO of Harvard Management Company. On Monday, Jane Mendillo SOM ’84 and Sandra Urie SOM ’85 joined [Linda] Mason [SOM ’80] in a School of Management panel discussion titled, “The Pioneers: Celebrating Women Leaders of Yale SOM.” […]
February 16, 2020
Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (FM EP.15)
Brought to you by: Selective Search, Atom Finance, And Colmore| Dan Rasmussen is the Founder and portfolio manager at Verdad Advisers, which he launched in 2014 to replicate the historical success of private equity in the public markets.  He’s an outspoken critic of the market’s enthusiasm for private equity, resulting from research he conducted in […]
February 13, 2020
Research on AWS in Venture Capital
Twenty years ago, startups had to spend much of the funds they raised from venture capital firms to buy their own hardware. Thanks to cloud computing, those days are long gone. The introduction of cloud computing services by Amazon is seen by many practitioners as a defining moment that dramatically lowered the initial cost of […]
February 12, 2020
Endowments Return 5.3% in 2019
The National Association of College and University Business Officers published their data a couple of weeks ago. Data gathered from 774 U.S. colleges, universities, and affiliated foundations for the 2019 NACUBO-TIAA Study of Endowments® (NTSE) show that participating institutions’ endowments returned an average of 5.3 percent (net of fees) for the 2019 fiscal year (July […]
February 9, 2020
James Aitken – Tour Around the World from a Small Island (EP.122)
Brought to you by: Selective Search, Northern Trust Front Office Solutions, and Colmore|  James Aitken is the Founder and Managing Partner of Aitken Advisors, a one-man macroeconomic research boutique based in Wimbledon, England from where he pens his weekly “Notes from a Small Island” and consults approximately one hundred of the most influential pools […]
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