David Swensen, every mention

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where David Swensen comes up

loading…

▶ 8:11 Ted Seides My training under Dave Swenson was always the optimal money manager is a boutique, single strategy, doesn't grow, optimizes on performance, doesn't optimize on business profits.

▶ 8:37 Ted Seides So in terms of that core strategy, if you circle back before the 10 years, so the 20, 25 years when Dave Swenson wrote his book,

▶ 1:05 Ted Seides Despite Yale's amazing success backing early stage funds under David Swenson, this program is a different animal.
▶ 3:01 Ted Seides David Swenson was extraordinarily successful in backing early stage investment talent. 4 times in the scene
▶ 5:24 Ted Seides Yale held this imprimatur under David Swenson.
▶ 8:00 Ted Seides David Swenson built a network of top performers and leaned into multi-decade relationships to source the next generation of talented founders. 2 times in the scene

▶ 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.
▶ 11:32 David Salem Swenson hadn't even yet arrived in Yale in May of 1985. 2 times in the scene
▶ 18:09 David Salem We decided then, with a lot of help from a lot of people, including particularly Swenson and Jack Meyer, we set up all the private programs at TIFF.
▶ 18:52 David Salem It was Swenson here and Jack Meyer there, and Mike McCaffrey from Stanford, Larry Landry from MacArthur. 2 times in the scene
▶ 24:57 David Salem He was for a long time the chair of the Yale Investment Committee when David was the CIO.
▶ 29:39 David Salem I couldn't really do that with David Swenson and Jack Meyer and say, no, sit there for 45 minutes.
▶ 1:06:07 David Salem I talk about Swenson all the time, and if you said three, he'd be on the short list. 4 times in the scene

▶ 12:26 Rob Small We were fortunate in this process to have David Swenson, the CIO of Yale, be a mentor as we were building this and his advice, which we definitely lived by, which was do what you think you might be good at.

▶ 5:01 Ted Seides Allocators that follow David Swenson's gospel love boutiques with closely aligned interests.

▶ 50:07 Cliff Asness If you go back to the David Swenson, I think a lot of the idea of private equity was illiquidity in all its effects, not being able to trade out, not knowing what the real prices are perfectly. 2 times in the scene

▶ 10:43 Letitia Johnson In the later part of my first year, I read an article in the Yale Alumni Magazine about David Swenson.

▶ 4:47 Ted Seides Ellen Schumann became Carnegie's first CIO in 1999 after working for David Swenson at Yale.

▶ 9:27 Ted Seides At the outset, you said you were reading Swenson and there are these characteristics of investment firm and one of his well-known characteristics was also a value bias. 2 times in the scene

Turn any episode into a week of clips.