Seasoned Commodore
With:
Bill Spitz
Episode: 37
January 22, 2018
Capital Allocators
Bill Spitz was the longtime head of Vanderbilt University’s endowment before retiring, for the first time, in 2007. He has...
Bill Spitz
-
Seasoned Commodore
Episode: 37
January 22, 2018
Capital Allocators
Loading Audio Player...
Episode Description:
Bill Spitz was the longtime head of Vanderbilt University’s endowment before retiring, for the first time, in 2007. He has received numerous lifetime achievement awards for his work and is one of the legends in the business. After failing in his retirement, he joined Diversified Trust Company, a wealth manager with $6.5 billion of assets under management that he co-founded back in 1994.
Our conversation discusses managing an endowment in the early years, implementing unconventional investments, creating an edge as an allocator, selecting managers and conducting due diligence, exiting managers, challenging current landscape, and working with families.
Most Recent Episodes:
The content and use of these transcripts is intended for the use of premium members only. Unless expressly granted permission by Ted, each corporate subscriber can share transcripts within their organization (if less < 50 employees) and both corporate and individuals subscribers can share two (2) transcripts with two (2) non-paying members, after which any non-paying members should consider a membership.
All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of the firms they represent. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of the firms they represent. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.