Charles D. Ellis, every mention

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every year anyone Ted Seides 30David Salem 5Michael Mauboussin 3Cameron Passmore 3Richard Lawrence 2Matt Bank 2Tom Joy 1Paula Volent 1Paul Black 1

Verbatim, from the transcripts: the passages where Charles D. Ellis comes up

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Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419) Nov 25, 2024 · 2 mentions

David Salem - Investment Wisdom from the Owner's Box (EP.409) Sep 30, 2024 · 6 mentions

  • ▶ 5:01 Ted Seides David Swenson, Jack Meyer in his time at Harvard Management Company, Charlie Ellis, Chuck Feeney from Atlantic Philanthropies, and many other leading CIOs and managers.
  • ▶ 24:53 David Salem And I'm going to give a shout out to somebody you and I both know quite well, Charlie Ellis. 3 times in the scene
  • ▶ 29:46 David Salem But Charlie would tell me he would set aside not just a weekend, but a long weekend, meaning three days, just to get through the binder before the Yale Investment Committee's.
  • ▶ 57:17 David Salem Well, I would say first and foremost is crafting, this is where Charlie was great, Charlie Ellis, craft the mandate of the committee in a manner that doesn't cause it or compel it to function like most committees.

WTT: The Investment Manager Playbook - What Allocators Don't See May 31, 2024 · 2 mentions

  • ▶ 3:45 Ted Seides Andre Perald, founder of High Vista Strategies and professor emeritus at Harvard Business School, and Charlie Ellis, founder of Greenwich Associates and renowned author, 2 times in the scene

Tom Joy – Divine Diversification and Responsibility at Church Commissioners (Capital Allocators, EP.306) Apr 3, 2023 · 1 mention

  • ▶ 7:24 Tom Joy It really sort of grounds you, makes you sort of really understand the sort of Charlie Ellis winning by not losing

Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227) Dec 20, 2021 · 1 mention

  • ▶ 1:01:11 Paul Black In fact, I'm reading one right now called Capital, written by Charlie Ellis about the Capital Group.

Paula Volent – Star Endowment Manager's Next Act at Rockefeller University (Capital Allocators, EP.219) Oct 25, 2021 · 1 mention

  • ▶ 33:04 Paula Volent One of the things David taught me, and Charlie Ellis taught me this too, is good rebalancing.

Charley Ellis – The Magic of David Swensen (Capital Allocators, EP.197) May 31, 2021 · 7 mentions

  • ▶ 4:06 Ted Seides My guest on today's show is Charlie Ellis, the founder of Greenwich Associates, author of 16 investment books, and now a three-time guest on the show. 6 times in the scene
  • ▶ 5:24 Ted Seides Charlie, it is wonderful to see you.

Ted Seides – A Rational Reminder (Capital Allocators, EP.121) Jan 27, 2020 · 7 mentions

  • ▶ 15:27 Cameron Passmore I'm really curious how, you know, like Charlie Ellis was on the investment committee at Yale. 3 times in the scene
  • ▶ 28:33 Ted Seides There've, you know, I've had this conversation with Charlie Ellis and a bunch of other people. 2 times in the scene
  • ▶ 33:04 Ted Seides And there's a line that Charlie Ellis, as we mentioned earlier, taught me a long time ago. 2 times in the scene

Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36) Jan 8, 2018 · 3 mentions

Scott Malpass – The Fighting Irish's Twelfth Man (Capital Allocators, EP.25) Sep 18, 2017 · 1 mention

  • ▶ 29:12 Ted Seides Do you have, there's this debate, Charlie Ellis says, oh, we can get to 90%.

Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21) Aug 14, 2017 · 2 mentions

  • ▶ 39:39 Richard Lawrence And so a common friend, Charlie Ellis, winning the loser's war, talking about rebalancing. 2 times in the scene

Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08) May 22, 2017 · 15 mentions

  • ▶ 4:30 Ted Seides My guest on today's show is investment business luminary, Charlie Ellis. 14 times in the scene
  • ▶ 51:50 Ted Seides You know, Charlie, I want to throw one more characteristic on that, which you have been intimately involved with, which is the governance structure.
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