David Salem - The Art of Asset Allocation - [Invest Like the Best, EP.38]

David Salem - The Art of Asset Allocation - [Invest Like the Best, EP.38]

My guest this week is David Salem. David was the founding president and CIO for The Investment Fund for Foundations, which served 800 endowed charities under David’s 18-year tenure. He's now the CIO of the Windhorse Group, which focuses on long-term, value oriented investing. This conversation wanders into and explores many different areas of investing and life. The theme is how to think about asset allocation and investing holistically--from first principles--but we talk a lot about motivation, incentives, human behavior, and the fear of missing out as key variables in money management. We discuss the history of the Yale and Harvard endowment models and how their success has affected the asset management world for better or worse. I had never heard such an interesting take on two very important institutions. I also can't stop thinking about David’s "Mt. Everest" question, which we explore early in our conversation. I'd love to hear your answers to that question, so email me or message me with your thoughts. For comprehensive show notes on this episode go to http://investorfieldguide.com/salem For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag

Avsnitt(573)

Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]

Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]

My guest today is Andrew Milgram. Andrew is the founder of Marblegate Asset Management, an alternative investment firm that invests in credit opportunities and special situations. He joins me to discu...

5 Aug 20251h 34min

Ramtin Naimi - Building Abstract - [Invest Like the Best, EP.435]

Ramtin Naimi - Building Abstract - [Invest Like the Best, EP.435]

My guest today is Ramtin Naimi. Ramtin is the founder of Abstract Ventures, one of the most talked-about seed funds in Silicon Valley. What makes Ramtin's story so compelling isn't just his firm's rem...

29 Juli 20251h 53min

Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. Brad Jacob's simple principle of "...

25 Juli 20251h 25min

Zach Dell - Powering the Future - [Invest Like the Best, EP.434]

Zach Dell - Powering the Future - [Invest Like the Best, EP.434]

My guest today is Zach Dell. Zach is the co-founder and CEO of Base Power Company. Base is a modern power company building a reliable and affordable home energy service powered by distributed batterie...

22 Juli 20251h 23min

Alan Waxman - Building Sixth Street - [Invest Like the Best, EP.433]

Alan Waxman - Building Sixth Street - [Invest Like the Best, EP.433]

My guest today is Alan Waxman. Alan is the co-founder and CEO of Sixth Street, one of the most unique investment firms with a "go anywhere, do anything" mandate across asset classes, geographies, and ...

15 Juli 20251h 14min

Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432]

Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432]

My guest today is Caryn Seidman-Becker. Caryn is the Chairman and CEO of Clear. She bought the company out of bankruptcy for $6 million in 2010 and built it into the identity platform millions use in ...

8 Juli 20251h 27min

Jens Grede - Building SKIMS - [Invest Like the Best, EP.431]

Jens Grede - Building SKIMS - [Invest Like the Best, EP.431]

My guest today is Jens Grede. Jens is the co-founder and CEO of Skims, the shapewear and clothing brand he co-founded with his wife Emma Grede and Kim Kardashian. Our conversation left my head spinnin...

1 Juli 20251h 31min

Charlie Songhurst – Lessons from Investing in 483 Companies - [Invest Like the Best, CLASSICS]

Charlie Songhurst – Lessons from Investing in 483 Companies - [Invest Like the Best, CLASSICS]

Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people.  Charlie Songhurst is a brilliant ...

27 Juni 20251h 8min

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