The Endowment Playbook for Long-Term Investing ft. Paul Chai

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Episode TimeStamps:



00:00 – Why better investment decisions start with diverse thinking01:02 – Paul Chai's journey from engineering to institutional investing04:50 – Managing a perpetual endowment for future generations08:48 – Building resilient strategic asset allocations11:54 – The advantages of managing a $1.2 billion endowment15:29 – Portfolio construction beyond the traditional 60/40 model20:57 – Strategic asset allocation versus total portfolio investing24:05 – Lessons from the Yale Endowment model26:26 – Finding unconventional investment opportunities31:21 – Building a diversifying hedge fund portfolio38:02 – Why CTA strategies no longer fit the portfolio43:01 – Manager selection, due diligence and finding alpha45:39 – The importance of grit when selecting investment managers51:25 – Building better investment teams and decision-making cultures57:20 – Advice for the next generation of long-term investors
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