Facing a Financial Squeeze: What Harvard’s Response Can Teach the Rest of Us

Facing a Financial Squeeze: What Harvard’s Response Can Teach the Rest of Us

How can we apply the same emergency measures that Harvard and other universities are using to navigate a financial crisis? Also, how universities invest their endowments and what their performance has been.

Topics covered include:

  • What has led to the financial crisis at Harvard
  • What actions has the university taken
  • How do endowments invest and spend their funds
  • How endowments maintain intergenerational equity
  • How we can apply the principles universities use in our own investing


Sponsors

NetSuite

LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs

Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter

Our Premium Products

Asset Camp

Money for the Rest of Us Plus

Show Notes

Letter Sent to Harvard 2025-04-11—Harvard

Harvard Response 2025-04-14—Harvard

Trump Administration Will Freeze $2 Billion After Harvard Refuses Demands by Vimal Patel—The New York Times

Should Harvard Be Tax Exempt? by The Editorial Board—The Wall Street Journal

Fact Sheet: President Donald J. Trump Reforms Accreditation to Strengthen Higher Education—The White House

At Grim Town Hall, Harvard Medical School Leaders Tell Staff to Expect Layoffs and Far-Reaching Cuts by Avani B. Rai and Saketh Sundar—The Harvard Crimson

Can Harvard Use Its Endowment To Make Up For Federal Cuts? It’s Possible, but Not That Simple. by Avani B. Rai and Saketh Sundar—The Harvard Crimson

Yale Weighs $850 Million Bond Sale Amid Trump’s Higher Education Attack by Elizabeth Rembert and Amanda Albright—Bloomberg

Yale seeks to sell billions in private equity investments as political pressures from Trump mount by Liese Klein—CT Insider

2024 NACUBO-Commonfund Study of Endowments—NACUBO

Endowments Face Liquidity Crunch Amid Market Pullback, Funding Cuts by Matt Toledo—Chief Investment Officer

Big investors borrow against private equity holdings amid cash crunch by Amelia Pollard and Antoine Gara—The Financial Times

Related Episodes

402: Why Student Debt Is So High and Forgiving It Doesn’t Fix the Problem

245: Is College Worth It?

180: Can You Outperform Harvard’s Endowment?

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Episoder(571)

The Power of Optionality: Small Bets, Big Payoffs

The Power of Optionality: Small Bets, Big Payoffs

In this episode, we explore the concept of optionality—how small, strategic decisions can lead to outsized rewards with limited downside risk. From ancient philosophy to modern financial strategies, d...

4 Sep 202422min

The Five Layers of Investing - Which Layers Is Your Portfolio Allocated?

The Five Layers of Investing - Which Layers Is Your Portfolio Allocated?

In Episode 491, we explore the five layers of investing, including which assets fit into each layer, and give examples of advertisements targeting each layer.The five layers are:1. Short-term trading2...

28 Aug 202431min

Should You Invest in Private Equity?

Should You Invest in Private Equity?

How do buyouts, venture capital, and growth equity work? Has private equity outperformed the stock market, and can individual investors pursue these investment strategies?Topics covered include:How ar...

21 Aug 202428min

Making Better Investment and Life Decisions - Episode 203 Remastered

Making Better Investment and Life Decisions - Episode 203 Remastered

This week, we release one of David's favorite episodes from six years ago, Episode 203: Is Investing More Like Poker or Chess.Topics covered include:What is the difference between chess and poker.Why ...

14 Aug 202423min

Why the Market Has Sold Off and What Should You Do

Why the Market Has Sold Off and What Should You Do

In episode 489, we examine three factors that contributed to this week's big stock market declines, analyze whether a recession is imminent, and review David's recent portfolio changes.Topics covered ...

7 Aug 202427min

Should You Invest in an Ethereum ETF?

Should You Invest in an Ethereum ETF?

What is the investment case for Ethereum, and what are the risks? A straightforward review of what ether and Ethereum are, how they work, and what it will take for the Ethereum blockchain to be succes...

31 Jul 202427min

Are We Heading for a 2030s Depression? - Understanding Global Economic and Population Shifts

Are We Heading for a 2030s Depression? - Understanding Global Economic and Population Shifts

What we can monitor and do now in preparation for a 2030s depression, which may or may not arrive.Topics covered include:Why ITR Economics has been predicting a 2030s depression for over a decade.What...

24 Jul 202428min

How Retail Traders Lose Big While Enriching Wall Street

How Retail Traders Lose Big While Enriching Wall Street

Gambling in the stock market is increasing, with most traders losing money while generating billions of dollars per year for brokerages and wholesalers. Will all this trading lead to big market swoons...

17 Jul 202422min

Populært innen Business og økonomi

lydartikler-fra-aftenposten
stopp-verden
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
pengepodden-2
finansredaksjonen
livet-pa-veien-med-jan-erik-larssen
pengesnakk
utbytte
okonomiamatorene
tid-er-penger-en-podcast-med-peter-warren
morgenkaffen-med-finansavisen
liberal-halvtime
stormkast-med-valebrokk-stordalen
lederpodden
rss-politisk-preik
rss-markedspuls-2
lederskap-nhhs-podkast-om-ledelse