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endowments and foundations

5 statements across 5 episodes · 3 bullish · 1 bearish · 5 people on the record · first statement Dec 18, 2017 by Ted Seides · across every show →

Everything said about endowments and foundations, oldest first

Dec 18, 2017 neutral
Assertion Not checkable as stated
Early 1990s endowments lacked disciplined portfolio rebalancing
“And a very rigorous rebalancing methodology, which was something, you know, back in the early nineties that endowments and foundations around the world didn't have. Really, if there was an asset allocation, it was a sixty-forty mix. And what you would see was …”
Ted Seides Dec 18, 2017 ▶ 11:34 Deep Dive into Hedge Funds (Capital Allocators, EP.34)
May 20, 2019 negative
Opinion
Most Investment Teams Try to Block Investment Committee Involvement in Decisions
“I think most organizations, they are trying to put their arms up as a sort of a block to the investment committee getting involved in decision making because it's not always been productive.”
Tim Recker May 20, 2019 ▶ 43:31 Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100)
Nov 18, 2019 positive
Assertion Not checkable as stated
Rattner: Willett maintains a far lower unfunded liability ratio than typical endowments
“And so our unfunded liability ratio is very, which again, I don't want to get into specifics, is very low compared to what the typical endowment or foundation has.”
Steve Rattner Nov 18, 2019 ▶ 24:53 Steve Rattner – Overseeing Michael Bloomberg's Family Office (Capital Allocators, EP.113)
Aug 10, 2020 positive
Opinion
Walthour: The Smartest People in Finance Worked for Endowments and Foundations
“Let's face it, you know, over the course of my career anyway, the smartest people worked for endowments and foundations.”
Jake Walthour Aug 10, 2020 ▶ 35:32 Diversity, Equity & Inclusion 1: Jacob Walthour – A Blueprint for Diversity (Capital Allocators, EP.151)
Nov 17, 2022 positive
Insight
Endowments do not compete against each other except on annual returns
“Endowments and foundations don't compete against each other, right, except once a year when the press comes out on the returns, and so there's this really amazing community of COOs and others who talk all the time.”
Melanie Pickett Nov 17, 2022 ▶ 6:26 Melanie Pickett – Modern Technology in the Investment Office at Northern Trust (Capital Allocators, EP.281)
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