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PE Exit to Slower Paced Investment Role out of NYC
Hey all - I'm a second-year PE associate at a UMM fund in NYC. I am looking to get out of PE and NYC in search of a slower pace of life while still doing some kind of investing. I'm gravitating towards roles in family offices, pensions, endowments, long-only asset management, or hedge funds. I aim...
Is an institution's "endowment" the total amount of money they currently have today or is it the total amount they receive every year?
For example, Harvard has an "endowment" of 50 billion dollars. Is this 50 billion dollars the total amount of money they have accumulated so far since they opened in year 1636? Or is the 50 billion dollars the total amount they will receive every year through things like fixed yearly donations from...
E&F Space - Looking for CRM / RMS Reccomendations - LP's
Hi All, I'm looking for any recommendations from groups using a CRM / RMS system that you like. Currently I'm getting demos from Bipsync, Dynamo, Backstop, Salesforce etc. If you have any insight on these systems, pros/cons please let me know. For context I'm at an E&F >$5B. Lots of data history....
2023 Endowments Comp
Hi everyone, I'm considering recruiting for Investment Analyst programs at top endowments (ignore title) out of undergrad. Does anyone have any color on current base salaries or total comp? Specifically at Princeton/Cornell/Yale/etc...? Also if anyone has insight into cultures/exits would be helpful...
Any info on LP/endowment/foundation/sovereign wealth space?
I'm interning this summer at a BB doing alternative investments in their asset management division. Not entirely sure what direction I want to go after. Obviously would love a return offer, but need to hedge my bets in any case. I know that it might be worthwhile to do a couple of years in banking...
Tufts Investment Office
In conjunction with the Trustee Investment Committee, the Investment Office manages the University's long-term investment assets. The office is responsible for all investment and operational aspects of this function, including asset allocation, portfolio construction, manager due diligence, hiring,...
good head hunters in institutional asset allocator space ?
Does anyone here know some reputable head hunters working for endowments, pensions, foundations and or family offices and help them locate good asset allocators in various asset classes, especially in hedge fund due diligence? Thank you so much in advance!
PE Fund Evaluation Software
This question goes out to anyone working at a limited partner investing in private equity (FoF, pension fund, endowment, foundation etc.). What software, if any, do you use to perform quantitative fund diligence - things like detailed IRR and MOIC verification, EBITDA and revenue growth at portcos,...
Gates’ vs Waltons: How much will you leave to your kids?
I haven’t seen this topic discussed much on WSO. When it comes to inheritance, the common wisdom is that when parents pass on, whatever they have goes to their kids. Clearly, this choice is considerably harder for the wealthy than for the rest of population. Considering that a huge percentage of...
Series 7 Exam for University Endowment Employee
I'm a college student and am trying to work for my school's endowment fund. I'm also taking a Series 7 Prep course my school offers and should be prepared enough to take the exam at the conclusion of the course. I will not have graduated yet but if I work for my school's endowment, would they...
Private Foundation - Analyst
Wondering if anyone can shed some light on working as an Investment Analyst at a private foundation with around $750M of endowment funds? - I'm most concerned about exit opps - Do hedge funds/ PE like this type of experience? Do some foundations invest in individual securities or do they all just...
David Swenson: Overview of Yale Method
Came across this recent (April 2012) presentation by David Swenson. He's been the CIO of Yale's endowment since 1985. He starts with an overview of his investment views and then goes on to rebut "Barron's" Criticism of the Swensen Approach to Endowment Management (ie overly diversifying and...
Equity Research App Advice
all answered, thanks!
Real-world Endowment
One of economists’ common critiques of the study of behavioral economics is the reliance on college students as a subject pool. The argument is that this population’s lack of real-world experience (like paying taxes, investing in stock, buying a house) makes them another kind of people, one that...
Harvard Management Co. / Tuition Reimbursement?
All - wanted to see if anyone has any details about the tuition reimbursement program that HMC mentions on its website: http://www.hmc.harvard.edu/working-at-hmc/index.h… I'm specifically interested in whether they would reimburse you for classes at HBS and on what terms. Also, does anyone have...
Don't like trading - how do I switch?
Hey everyone, I need WSO's combined wisdom about my situation. I'm currently a summer intern at a BB , and I can already tell that trading (or sales, for that matter) isn't where I want to end up full-time. Instead, I think that I would be a great fit on the Asset Management side of things. While I...
Invest University Endowment?
I recently asked about the possibility of starting an undergraduate fund from part of the university endowment. Apparently, it's a pretty common thing. However, my school doesn't have one. How would I go about starting one?
Invest some Universitiy ENDOWMENT
I'm an undergraduate at a public state school and was wondering if it would be feasible to ask the university to give a club a small portion of it's endowment to invest. Has this been done?
Endowment/nonprofit hedge fund, is it a good?
Hi, I am considering working for a nonprofit internal hedge fund (one of the largest endowments). I'm not really familiar with the hedge fund industry or the typical career path. anyone know anything about nonprofit endowment's internal funds and how does it compare with typical hedge fund jobs or...
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