David Swensen, every mention
13 scenes (2022) · ← back to David Swensen
tap a year for its mentions
every year 2022 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
Charley Ellis - Figuring Out Investing and Vanguard (Capital Allocators, EP.286)
- ▶ 58:20 Charlie Ellis That's David Swenson. 11 times in the scene
Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
- ▶ 56:28 Ted Seides Before we wrap, last time we did this, we were talking about Dave Swenson when he had passed away.
Ted Seides – Insights on investing and podcasting (Capital Allocators, EP.269)
- ▶ 8:11 Hayden Brain Um, I did some research before the call and I read that you began your career in 1992 under the tutelage of David Swenson at the Yale University Investments Office. 6 times in the scene
- ▶ 10:44 Ted Seides And at the time, David had written his seminal work pioneering portfolio management in 2000. 6 times in the scene
- ▶ 22:34 Ted Seides David Swenson first articulated, particularly for institutions, this idea that, that successful investing for institutions demands non-institutional behavior.
- ▶ 45:02 Ted Seides David Swenson was a guy who literally came into the office every day wearing the hat of someone who's investing for a hundred years.
- ▶ 57:44 Ted Seides Um, there are a few, uh, I guess, I guess I'd go back to the earliest one that I remember, which was the, the, the celebration that David gave me when I was leaving the investment office. 2 times in the scene
Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)
- ▶ 43:20 Sarah Samuels When you think about the David Swenson model, people think it's this recipe that you can replicate by just throwing ingredients into a bucket and throwing them into an asset allocation model, and you're going to get the same results. 2 times in the scene
Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260)
- ▶ 38:45 Ashvin Chhabra I think that what doesn't work is, I'm not clear that the entire ecosystem of the Swenson model that had become so super institutionalized really works any longer. 2 times in the scene
- ▶ 46:03 Ashvin Chhabra Now, so I went back and I said, let me understand Swenson's framework through the lens of the wealth allocation framework. 4 times in the scene
Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
- ▶ 19:15 Paula Volent Before we leave the macro side, I want to talk to, in 2016, I invited you to an endowment conference, and you did a presentation on Portfolio Management four point O for endowments, where three point O is David Swenson's, the Yale model,… 3 times in the scene
Joelle Kayden – Canvassing the Landscape at Accolade Partners, Venture is Eating the Investment World 7 (Capital Allocators, EP.235)
- ▶ 48:30 Joelle Kayden Boy, the only person I remember doing that was David Swenson.
Chris Douvos – The LP's Perspective from Ahoy Capital, Venture is Eating the Investment World 2 (Capital Allocators, EP.230)
- ▶ 46:17 Chris Douvos So I've got a pair of Davids, and one was close, the other was, you know, sometimes people say just one thing that changes your life, and that one's David Swenson. 5 times in the scene