The number one question when portfolios don’t deliver outcomes as expected is ‘why?’ A newly updated analysis of nearly 300 institutional equity portfolios totalling $250+ billion of assets reveals the six common drivers of unexpected investment results. Join Northern Trust Asset Management as they uncover the six key…

In this OUTThinking Investor episode, David Rubenstein, co-founder of The Carlyle Group, joins David Hunt, PGIM’s President and CEO, for a wide-ranging conversation about private equity and alternative investing, inflation and the probability of a recession, the future of globalization, and philanthropy.

Alan Forman is the former Director of Real Estate at the Yale Investments Office, where he spent 31.5 years before retiring last year. For three decades, Alan was one of the core four at Yale alongside David Swensen, Dean Takahashi, and Tim Sullivan.

Anyone adopting the “Yale Model” is well served to revisit David Swensen's writing from time to time. Perspectives on illiquid investments, asset allocation, active management, private equity, and rebalancing that differ from the conventional wisdom define the Yale Model.

The Canada Pension Plan has prospered by investing in alternative markets such as private equity and debt, becoming a model for institutional investors around the world. Today, global pools of private capital stand at over $12 trillion, doubling in just six years.

Rosalind M. Hewsenian is the CIO of the Helmsley Charitable Trust, responsible for the strategic direction & implementation of its investment programme. Prior to joining Helmsley as deputy CIO in 2010, Roz was the former CEO of Clay Finlay LLC, former principal at Wilshire Associates for 21 years, as well as former lead…

Tilly Franklin is the CEO and Chief Investment Officer at University of Cambridge Investment Management, where she oversees the £4.0B Cambridge University Endowment Fund. UCIM applies an endowment model approach primarily investing in managers and with an overall emphasis on sustainability. We discuss Tilly’s background that…

Sandra Robertson is the CEO and CIO of Oxford University Endowment Management. Prior to her time at OUem, she spent 14 years at the Wellcome Trust, where she held various positions including, Head of Private Equity, Head of Alternative Assets, and most recently, Co-Head of Portfolio Management.

Ana Marshall is the CIO for the $14 billion William and Flora Hewlett Foundation and a two-time past guest on the show. This time around, we discuss Ana’s recently published book, The Climb to Investment Excellence. It is an outstanding, thorough guide for any leader overseeing a pool of institutional capital.

Kimberly Sargent is the Chief Investment Officer of the Packard Foundation where she oversees $10 billion. She is a well-respected member of the Yale diaspora, having started her career under David Swensen. Our conversation covers Kim's time at Yale, some lessons learned from David Swensen, and her application of them…

Scott Wilson is the CIO of Washington University’s endowment. Scott discusses what he looks for in good partners, what he's learned from investing in China and emerging markets, and red flags in the venture space.

Allison Thacker is the President and Chief Investment Officer of Rice Management Company, where she oversees Rice University's $8 billion dollar endowment. Allison spent eleven years picking growth stocks before joining Rice eleven years ago.

Sean Arp is the Chief Operating Officer of the University of Wisconsin Foundation. He oversees all investment operations, analytics, reporting, technology, personnel, and strategic initiatives. Prior to joining UWF in 2022, Sean spent eight years at Washington University in St. Louis Investment Management Company (WUIMC)…

Stan Miranda is the Founder and Chairman of Partners Capital, a $50 billion OCIO that started in 2001 as a solution for private equity founders. We discuss the firm’s original interpretation of the endowment model, manager selection process, evolution of the endowment model since.

Amy Falls is the CIO at Northwestern University, where she oversees the school’s $14.2 billion endowment that supports university operations and funds about a quarter of the University’s annual revenue. She also serves on the Board of Harvard Management Company, the Ford Foundation, Phillips Academy, and the Pete Peterson…

Adam Kurkiewicz is the Managing Director of Investments for the Washington University In St. Louis Endowment. In this conversation, he discuss endowments, asset allocation, portfolio construction, how they know when to buy and when to sell, and his views on alternative assets like cryptocurrencies.

This webinar explores not only how endowments and foundations invest their portfolios, but also how and why they anticipate their investment strategies to change in the future. From alternative to environmental, social, and governance (ESG) investments, the survey also provides new insights on how certain strategies may…

Dubbed originally as the money manager to the money managers, today Partners Capital is an Outsourced Investment Office acting for endowments, foundations, and ultra-high-net-worth families. In this conversation, Partners Capital CEO Arjun Raghavan describes his education in India, and journey to Management Consulting, an…

With just weeks to go until the highly-anticipated climate conference, PRI host Liz Barnes and Sagarika Chatterjee, PRI’s Director of Climate Change and COP26, discuss the PRI’s policy expectations for key markets ahead of COP26, how to protect the world’s most vulnerable communities and the good news expected out of the…

Scott Malpass was the CIO of Notre Dame's endowment for 32 years, building it into a powerhouse of the endowment world. This interview covers the qualities he looks for in great investors, how asset classes have evolved over his 30 years of investing, and how Malpass recruited top talent to work at Notre Dame’s…