David Swensen, every mention
28 scenes (2021) · ← back to David Swensen
tap a year for its mentions
every year 2021 anyone Ted Seides 293Charlie Ellis 43Alan Forman 31Tim Sullivan 19Kimberly Sargent 19Kip McDaniel 17Ben Inker 15Cameron Passmore 13Anne Martin 12Patrick O'Shaughnessy 11
Verbatim, from the transcripts: the passages where David Swensen comes up
Paula Volent – Star Endowment Manager's Next Act at Rockefeller University (Capital Allocators, EP.219)
- ▶ 11:31 Paula Volent And I met with David, and I said, I want to work with you. 4 times in the scene
- ▶ 13:46 Ted Seides What were the formative lessons you took from what you learned from David into that seat at Bowdoin? 6 times in the scene
- ▶ 33:04 Paula Volent One of the things David taught me, and Charlie Ellis taught me this too, is good rebalancing.
- ▶ 40:11 Paula Volent David and Stan obviously have had huge impact.
Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)
- ▶ 17:53 Ted Seides To the old days of Swenson that you won't touch anything that's a public company GP or a fund run by a public company because of that conflict of interest or their separate interest from yours?
- ▶ 1:00:56 Casey Whalen Well, David Swenson, obviously, and what a super sad year, um, with everything else going on, both, and actually I didn't say professionally and personally, um, 3 times in the scene
Alex Rodriguez – Business after Baseball (Capital Allocators, EP.198)
- ▶ 18:00 Alex Rodriguez And if we went to the Yale endowment, if I met with you and, and your former boss who passed just a few weeks ago to be seriously.
Charley Ellis – The Magic of David Swensen (Capital Allocators, EP.197)
- ▶ 4:50 Ted Seides With the recent passing of David Swenson, we decided to sit down and reminisce about David in a conversational tribute to the investor, man, and leader we both so greatly admired. 3 times in the scene
- ▶ 5:31 Ted Seides I know David was near and dear to both of our hearts, and there are very few people that were in as close to his inner circle for as long as you, so I'm just excited to reminisce and talk about him. 8 times in the scene
- ▶ 7:43 Charlie Ellis Meetings go from nine in the morning to noon, and because you live in the New Haven area, you and I might get together once or twice, but he never gave me fair warning how demanding the work was and how hard it was. 6 times in the scene
- ▶ 12:16 Charlie Ellis With David leading the discussion and looking for holes and soft spots and weaknesses and imperfections. 11 times in the scene
- ▶ 16:17 Ted Seides So when you step back from the committee and look at that work, I know you knew well how David ran the office and the people on the team. 7 times in the scene
- ▶ 19:38 Ted Seides How would you describe his leadership style after you've canvassed the world with so many leaders in asset management? 6 times in the scene
- ▶ 24:41 Charlie Ellis So David Swenson's the most highly regarded investment professional in the world. 4 times in the scene
- ▶ 26:26 Charlie Ellis He's very demanding, and he gets the very best basketball players he can find and makes them stellar beyond imagination what they could have become with anybody else as their coach, and David did the same thing. 7 times in the scene
- ▶ 29:18 Ted Seides That have had both the duration and the success that David had at Yale. 4 times in the scene
- ▶ 33:05 Ted Seides How was David and the team able to manage through all of the challenges that everyone else faces in staying put with a manager? 7 times in the scene
- ▶ 35:56 Ted Seides One of the things I recall so well and learned so much from in my time working with David was that all the time he seemed to have a whole bunch of, call them small innovations or views of something subtle inside a manager or a market, or… 6 times in the scene
- ▶ 40:10 Ted Seides One of the things that I think about now and going forward that we no longer have David, anything you read over the last couple of weeks of what's been written about him, 10 times in the scene
- ▶ 51:53 Ted Seides So with all of this money and all of this competition, I have to ask this hypothetical question that we don't know the answer to, which is if David stepped into a new seat tomorrow, and we were so fortunate to have him back, that had,… 4 times in the scene
- ▶ 52:39 Ted Seides By reflecting a little on David's legacy. 7 times in the scene
Brian Bares – Qualitative Concentration at BCM (Capital Allocators, EP.191)
- ▶ 12:47 Brian Bares Reading every single book in the investing section of Barnes and Noble, I came across the David Swenson book, Pioneering Portfolio Management, which is very seminal in the background because it sort of was like a cookbook for me on what… 2 times in the scene
- ▶ 20:23 Brian Bares And that was where the Swenson book came in. 2 times in the scene
Ted with Jenny Heller – Compounding Knowledge and Relationships (Capital Allocators, EP.185)
- ▶ 34:55 Ted Seides Then there's a section of investment frameworks, which are my way of thinking about is what happens to the CIO seat after David Swenson. 2 times in the scene
Ted with Patrick O'Shaughnessy – Lessons from the World's Elite Money Managers (Capital Allocators, EP.184)
- ▶ 15:49 Ted Seides So that inevitably happens because that's sort of the nature of business conversations, but you do hear things like when Scott Malpass talked about bringing people to Notre Dame for football games, and that's certainly something Dave…
- ▶ 26:14 Patrick O'Shaughnessy It kind of goes against all the Swenson training, all the Buffett training, all the things that I think a lot of professional allocators came up on are being violated in front of us. 4 times in the scene
- ▶ 54:50 Ted Seides The second would be Dave Swenson, my first boss and mentor in the business. 3 times in the scene
Collette Chilton – Humility and Loyalty at Williams College (Capital Allocators, EP.174)
- ▶ 48:08 Colette Chilton They read David Swenson's book.