I’m trying to raise capital, and I’m wondering what university endowments typically invest in. I have a number of connections to several, but I’m trying to figure out how to pitch this.
| +81 | The Peanut Portco | 8 | 19m |
| +55 | Seeking External Perspectives | 17 | 12h |
| +28 | Rejoining old firm - Guaranteed Promotion? | 7 | 13m |
| +21 | Reneging on an offer | 8 | 18h |
| +19 | American PE VP who needs to move to London for personal reasons - how should I go about it? | 8 | 2d |
| +19 | Negotiating sale economics with CEO? | 4 | 3d |
| +19 | Cold Pitching an Investment Idea for a VP Seat | 3 | 1d |
| +18 | LMM PE to PE-backed Corp Dev? | 2 | 5d |
| +18 | Career Advice | 1 | 2d |
| +16 | Joseph Baratta to Leave BX | 16 | 2d |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
Most university endowments with less than $1bn AUM utilize outsourced CIO consultants (e.g., Mercer) to select investments. Those consultants generally limit their investment proposals to "brand name" shops with long track records.
If you're talking about allocations more generally, larger public endowments tend to publish them (see Yale for overall allocations and Rutgers for individual holdings). Also, for more generalized allocations look at the NACUBO website (pathway to 2020 asset allocations by endowment size and institution type). If an endowment is large enough to have a CIO, deployment within buckets varies, but most rarely consider first or second time funds, except MIT from what I've heard.
Gotcha. So what are size are they funds they typically allocate to?
Fugiat qui optio repellat fugiat quos et ex. Quia provident consequuntur cumque quia et.
Vel corporis quo aspernatur quaerat. Aut quia est voluptatem sunt possimus. Recusandae saepe quia voluptatum est. Repellendus laboriosam est aut laboriosam.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...