David Swensen, every mention
29 scenes (2025) · ← back to David Swensen
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every year 2025 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
Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
- ▶ 12:37 Mike Kelly And of course, as you were very familiar with David Swenson, then in the mid eighties adopted the endowment model and began to say, I want to invest the way these sophisticated pools of capital are investing.
Jay Ripley – Emerging Manager Selection at GEM (EP.470)
- ▶ 49:15 Jay Ripley When I was doing my original LP study, I was reading all the seminal texts from Swenson and Klarman and all these folks, and was learning a ton about investing and what's worked for institutions and endowments over time.
Ted on Alt Goes Mainstream (EP.458)
- ▶ 0:41 Ted Seides Our conversation covers David Swenson's Last Thing Legacy, perspectives on private market interests from the Wealth Channel, parallels of private equity and the hedge fund industry, behavioral biases in manager selection, and the power of…
- ▶ 6:33 Ted Seides My first job out of college was working for David Swenson at the Yale Endowment long before he wrote his book. 7 times in the scene
- ▶ 8:43 Ted Seides So David wrote a second book that didn't get nearly the traction of the first book, and it was geared towards individuals. 3 times in the scene
- ▶ 10:49 Ted Seides Just like David would say, you have to go back to first principles, and that starts with
- ▶ 28:19 Ted Seides It starts, I would say, going back to my time with David with first principles.
Tim Sullivan – Yale's Private Portfolio (EP.456)
- ▶ 4:40 Ted Seides He joined the Yale Investments Office upon graduation from Yale College in 1986, just one year after David Swenson took the helm. 3 times in the scene
- ▶ 7:01 Tim Sullivan When David Swenson got the job in 1985, there were no articles in the Wall Street Journal about him getting a job at Yale Endowment.
- ▶ 10:41 Tim Sullivan One insight David had early on particularly was financial engineering as a commodity. 2 times in the scene
- ▶ 18:06 Tim Sullivan And it was really the period in time where David made his reputation. 7 times in the scene
- ▶ 22:58 Tim Sullivan We also always had an appreciation for what does leverage mean relative to your return, and David was one of the first people to think about
- ▶ 1:03:35 Tim Sullivan David had some great insights about what is it going to take to succeed in these two investment strategies.
- ▶ 1:07:50 Tim Sullivan One of David's true talents was he was really good at a lot of different things. 2 times in the scene
- ▶ 1:11:46 Tim Sullivan Whereas we want to make a huge amount of money in China, as China opened up as an investment opportunity, but a lot of that happened because of our relationship with Lei Zhang, who founded Hill House, and he happened to go to Yale's…
- ▶ 1:12:40 Ted Seides So David came out with his first book around 2000, and that opened the door 6 times in the scene
- ▶ 1:16:20 Tim Sullivan One is David, obviously. 4 times in the scene
Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452)
- ▶ 4:32 Ted Seides David Swenson led a movement to an approach to portfolio management that broadened the asset mix to alternative investments, including hedge funds, private equity, venture capital, and real assets.
David Breach – Software Specialist Enters Private Wealth (Private Wealth 6, EP.450)
- ▶ 4:32 Ted Seides David Swenson led a movement to an approach to portfolio management that broadened the asset mix to alternative investments, including hedge funds, private equity, venture capital, and real assets.
Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449)
- ▶ 4:32 Ted Seides David Swenson led a movement to an approach to portfolio management that broadened the asset mix to alternative investments, including hedge funds, private equity, venture capital, and real assets.
Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)
- ▶ 4:32 Ted Seides David Swenson led a movement to an approach to portfolio management that broadened the asset mix to alternative investments, including hedge funds, private equity, venture capital, and real assets.
Eric Mogelof – KKR's Pivot to Private Wealth (Private Wealth 3, EP.446)
- ▶ 4:32 Ted Seides David Swenson led a movement to an approach to portfolio management that broadened the asset mix to alternative investments, including hedge funds, private equity, venture capital, and real assets.
James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
- ▶ 28:38 James Clark I very much bought into David Swenson's book, Pioneering Portfolio Manage. 4 times in the scene
John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
- ▶ 4:32 Ted Seides David Swenson led a movement to an approach to portfolio management that broadened the asset mix to alternative investments, including hedge funds, private equity, venture capital, and real assets.
Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
- ▶ 4:32 Ted Seides David Swenson led a movement to an approach to portfolio management that broadened the asset mix to alternative investments, including hedge funds, private equity, venture capital, and real assets.
David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434)
- ▶ 39:51 David Zorub Certainly within a portfolio like ours, I think in our first conversation at Columbia, I wished for a world that looked more like David Swenson's original formulation of long short, where he was putting a four to five percent short rebate…
Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)
- ▶ 9:29 Brett Barth And the big innovation, and you'll know, as a Yale guy, Ted, it was David Swenson's pioneering investment management.
- ▶ 38:50 Brett Barth So we allocate to strategies, not asset classes, and we talked a little while ago about David Swenson and stocks, bonds, and other.