Michelle Knudsen

6 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Jul 27, 2026 by Michelle Knudsen · across every show →

On the record as a speaker too: Michelle Knudsen's record, appearances and statements → this page counts the times other people say the name.

Everything said about Michelle Knudsen, oldest first

Jul 27, 2026
Disclosure
NYU pulls investment committee input to the beginning of the research pipeline
“What we've done is we've pulled their opportunity to input to the beginning of the research process. In each of our committee meetings, we put forward a long list pipeline. What I tell the committee is most of these things are going to fall away. As we're goin…”
Michelle Knudsen Jul 27, 2026 ▶ 1:00:42 Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)
Jul 27, 2026
Disclosure
Knudsen revamped NYU's endowment governance and asset allocation in three months
“Within three months, we had a new governance structure. We had a new asset allocation framework. We had started triaging and re-underwriting every line item in the portfolio.”
Michelle Knudsen Jul 27, 2026 ▶ 27:36 Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)
Jul 27, 2026 neutral
Assertion Not checkable as stated
NYU has turned over or re-underwritten two-thirds of its $8B portfolio
“To put some quick numbers around it, NYU's portfolio today is about eight billion dollars. We've turned over a little more than a third of it in the last two years. We've re-underwritten another third of it.”
Michelle Knudsen Jul 27, 2026 ▶ 50:36 Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)
Jul 27, 2026 positive
Disclosure
NYU launched a co-investment program and plans to scale it gradually
“We stood up a co-investment portfolio earlier this year. We're crawling with it right now. Over the next two years, I'd like to walk. I don't know if we'll get to run, but we'd like to walk with it.”
Michelle Knudsen Jul 27, 2026 ▶ 1:05:30 Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)
Jul 27, 2026
Assertion Supported
Knudsen replaced 10 of NYU's 12 endowment team members since June 2024
“The team today is 12 across the investment team and the operations team. 10 of the 12 are new since June of 2024.”
Michelle Knudsen Jul 27, 2026 ▶ 56:44 Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)
Jul 27, 2026 positive
Disclosure
NYU's emerging manager strategy includes backing Fund Is and new hedge funds
“In the two years that I've been at NYU, we've backed A fund one, a new launch hedge fund, a couple fund twos started looking at how do we build relationships with not just the current generation of great managers, but also the next generation of great managers…”
Michelle Knudsen Jul 27, 2026 ▶ 51:28 Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.