E101: Lessons from University of Texas ($70B) and Stanford Endowment ($40B)
Mark Shoberg, CIO & Partner at Capital Creek Partners sits down with David Weisburd to discuss the keys to successful institutional investing, how large should an endowment be for optimal returns, and how to build the perfect investment platform for family offices and endowments.
Key Points
- Organizational stability and cohesive team dynamics are critical to ensuring the long-term success of investment funds.
- Optimal endowment size for effective capital deployment is between $5 billion to $10 billion, with check sizes ranging from $10 million to $30 million.
- A proactive approach to sourcing managers, including leveraging existing relationships and grassroots efforts, significantly enhances investment opportunities.
Chapters
0:00 | |
0:28 | |
0:58 | |
1:24 | |
2:19 | |
2:59 | |
4:14 | |
5:43 | |
7:01 | |
8:29 | |
9:57 | |
11:29 | |
14:46 | |
15:08 | |
15:43 | |
19:45 | |
21:14 | |
23:00 | |
27:23 | |
31:51 | |
34:03 | |
34:57 |
Transcript
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