Yale University Endowment

5 statements across 5 episodes · 4 bullish · 0 bearish · 5 people on the record · first statement May 22, 2017 by Charlie Ellis · said 17 times in 9 episodes since 2017 · across every show →

Mentions by year

brought up most by Ted Seides (11), Cameron Passmore (2), Stan Miranda (1), Kip McDaniel (1), Charlie Ellis (1), Adam Shapiro (1)

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02320172018201920202021202220232024episodes it came up in
0021.54320172018201920202021202220232024episodesmentions per episode
2024 1 mention in 1 episode
2023 2 mentions in 2 episodes 1 per episode
2022 1 mention in 1 episode
2021 1 mention in 1 episode
2020 2 mentions in 1 episode
2017 10 mentions in 3 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Yale University Endowment, oldest first

May 22, 2017 positive
Opinion
Ellis: The Yale model under David Swensen is virtually impossible to replicate
“You take all the different comparative advantages that Yale has in David Swenson as their chief investment officer, and it's virtually impossible to replicate.”
Charlie Ellis May 22, 2017 ▶ 50:46 Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)
Dec 18, 2017 positive
Assertion Supported
Seides: David Swensen's Yale disciples consistently outperformed peer endowments
“There is something to the structure of what Yale did and the discipline that has been proven that David has been able to teach other people. It could Seth Alexander, who I worked with, and Paul Valente at Bowdoin, and Andy Golden at Princeton, and Peter Ammon …”
Ted Seides Dec 18, 2017 ▶ 58:41 Deep Dive into Hedge Funds (Capital Allocators, EP.34)
May 14, 2018 positive
Disclosure
Carnegie's $10M Peruvian fund commitment highlights scale advantage over Yale
“We did a manager that had a twenty million dollar fund, and we did 10 of it. We can do that. Yale can't do that. It doesn't make sense. I mean, they could do it. They have the skills to do it, but it's not a good use of their time”
Kim Lew May 14, 2018 ▶ 47:41 Kim Lew – The Carnegie Way (Capital Allocators, EP.52)
Feb 17, 2025 neutral
Assertion Supported
Choe: Harvard built direct in-house investment teams while Yale selected external managers
“So in contrast with Yale, where David Swenson pioneered the use of third-party managers to generate performance and manager selection, and then also overweighting into alternatives, Harvard decided to construct Their portfolio with in-house investors, and so t…”
Mike Choe Feb 17, 2025 ▶ 13:14 Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432)
Jul 14, 2025 positive
Assertion Supported
Sullivan: Yale endowment grew from $1.75B to $40B during his tenure
“It was one and three quarter billion when I started and over forty billion when I left.”
Tim Sullivan Jul 14, 2025 ▶ 7:59 Tim Sullivan – Yale's Private Portfolio (EP.456)
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