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

Update: 2024-10-08

Description

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 david@10xcapital.com

TIMESTAMPS:

(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