University Of Minnesota's Venture Program, Focus On Technology Innovation Led To Outsized Returns | CIO Stuart Mason | Q&A
Stuart Mason currently serves as Associate Vice President and Chief Investment Officer of the Office of Investments & Banking at the University of Minnesota. In this interview, he discussed why the investment office is excited about investing in early phases of technology innovation, why he believes we are on the cusp of an explosion for new climate-related technologies, and the importance of integrating diversity, equity, and inclusion-related priorities into every new investment they make.
University Endowment Models: A Tale Of Two Missions
Starting in 1985, in pursuit of more capital gain, Swensen and his team moved a good portion of Yale's endowment away from investments in stocks and bonds to areas like hedge funds, real estate and timber.
Nationally Acclaimed Chief Investment Officer To Leave Bowdoin After 21 Years
On July 1, Paula Volent, Bowdoin's chief investments officer, will be stepping down from her position after more than two decades of service to the College.
2020 All-Star Chief Investment Officers
As investors look to the future, Trusted Insight is ending the year by taking a glance back, to appreciate the leaders who helped navigate their institutions through these tumultuous months. With unprecedented market turmoil transforming the landscape and generating new opportunities and risks across asset classes, many institutions have benefited from the steady hand and wisdom of a deeply experienced leader.
Smith College Moves $2B Endowment In-House, Adds CIO
Smith College announced that it would shift from outsourcing its endowment management functions to establishing its own in-house investment office. The decision puts Smith's working model in line with that of most colleges and universities with comparable assets.
Texas A&M Foundation Utilizing Technology For Best-Of-Breed Analysis | Rush Harvey, Director of Investments | Q&A
Rush Harvey is a Director of Investments at the Texas A&M Foundation, where he has served since February 2018. In this interview, he tells us why private equity and venture capital will be a material driver of their long-term returns; the organization's efforts in institutionalizing the investment process; and how they're implementing technology to better analyze private market opportunities.
Case Western Reserve University 'Actively Rebalancing Portfolio' In Good Times & Bad | CIO Tim Milanich | Q&A
Tim Milanich is the chief investment officer at Case Western Reserve University, where he has served since 2007. In this interview, he tells us how a third of the endowment's assets are illiquid in nature; how they have institutionalized their infrastructure over the years; and the importance of stress testing and actively rebalancing the portfolio during good times and bad times.
Brandeis University Focused On Regulatory, Scientific Innovations In Healthcare | CIO Nicholas Warren | Q&A
Nicholas Warren joined as the chief investment officer at the Office of Investment Management at Brandeis University in January 2011. In this interview, Nick discussed how their investment team operates with a modified specialist model; their core tenet in having an equity-oriented diversified portfolio; and why they're excited for the regulatory and scientific innovations in healthcare.
HBCUs Missing Investment Opportunity Reserved For Predominately White Universities
Unlike larger universities, HBCUs have long been missing from the equation <span style="color: rgb(34, 34, 34); font-family: Roboto, arial, sans-serif; font-size: 16px;">— </span>and the profits <span style="color: rgb(34, 34, 34); font-family: Roboto, arial, sans-serif; font-size: 16px;">—</span> that come with the role of being a limited partner in Silicon Valley's most successful VC firms.
Southern Methodist University's Stable, Strong Leadership Separates It From Peers | Rakesh Dahiya, Chief Investment Officer | Q&A
Rakesh Dahiya is the Chief Investment Officer at the Southern Methodist University, where he is responsible for oversight of the $1.6 billion endowment. In this interview, he discussed the importance of SMU's Investment Committee and the perspective they bring to the table; how the University was in a more defensive position during the market drawdown; and how the lack of venture exposure hindered their performance versus other peers.