E101: Lessons from University of Texas ($70B) and Stanford Endowment ($40B)

10X Capital Podcast

The 10X Capital podcast interviews the world's premier institutional investors to deliver insights on how they manage their capital. Interview topics include investment decision frameworks, capital allocation strategies, GP/LP relationships and many more.

E101: Lessons from University of Texas ($70B) and Stanford Endowment ($40B)

E101 • Oct 8, 2024 • 35 mins

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.

The 10X Capital Podcast is part of the Turpentine podcast network. Learn more: turpentine.co

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X / Twitter: @dweisburd (David Weisburd) @shoberg (Mark Shoberg) @CapitalCreekTX (Capital Creek Partners)

LinkedIn: Capital Creek Partners: https://www.linkedin.com/company/capital-creek-partners/ Mark Shoberg: https://www.linkedin.com/in/mark-shoberg/ David Weisburd: https://www.linkedin.com/in/dweisburd/

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Links: Capital Creek Partners: https://www.capitalcreek.com/

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Questions or topics you want us to discuss on The 10X Capital Podcast? Email us at [email protected]

TIMESTAMPS:

Speakers

David Weisburd

Host • 18%

Mark Shoberg

Guest • 82%

Chapters

0:00	Episode Preview
2:19	Comparing solo and team approaches in investment management
4:18	Venture investments and the allure of spinouts
6:57	Analyzing the pros and cons of anchoring a fund
8:29	Exploring first call alpha and the dynamics of LP relationships
11:29	Balancing economic arrangements between LPs and GPs
14:29	The critical role of partnerships in successful investing
17:06	Strategies for portfolio construction in large endowments
18:15	Delving deeper into market timing and portfolio allocation
21:40	Tailoring real estate investments for tax-exempt entities
24:26	Understanding scale in endowments and its impact
28:38	Introducing Capital Creek Partners and their objectives
30:04	Customized portfolio construction for diverse clients
31:51	The art of sourcing managers and managing legacy relationships
34:57	Closing remarks

Transcript

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