Podcasts about endowments

Establishment of Nauvoo; Baptism for the Dead & the Endowment by Mike Parker (Mike Parker is a long-time FAIR member who has graciously allowed us to use materials he originally prepared for the Hurricane Utah Adult Religion Class. The scripture passages covered in his lessons don't conform exactly to the Come, Follow Me reading schedule, so […] The post Come, Follow Me with FAIR – Doctrine and Covenants 124–128 – Mike Parker appeared first on FAIR.

On the Pod: Emma defrauds a local business Trending Now Fake money N' cheap dates Endowment smile Catch The Jimmy & Nath Show with Emma live on 1041 2Day Monday to Friday from 6am-9am! Follow us on Instagram and TikTok @thejimmyandnathshowwithemma Subscribe on LiSTNR: https://play.listnr.com/podcast/the-jimmy-and-nath-show See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

Germany's Merz Under Pressure Amid Economic and Political Crises Judy Dempsey, Carnegie Endowment for International Peace, with John Batchelor Dempsey reports German Chancellor candidate Merz is under severe pressure due to a stagnant economy heavily reliant on China and the rise of the far-right AfD. Merz is challenged by internal coalition disagreements, particularly with the SPD over welfare reform. Europe's overall support for Ukraine remains largely rhetorical; arguments over sanctions and frozen Russian assets delay crucial material support needed by Zelensky. 1870 SCHWEINFURT

Germany's Merz Under Pressure Amid Economic and Political Crises Judy Dempsey, Carnegie Endowment for International Peace, with John Batchelor Dempsey reports German Chancellor candidate Merz is under severe pressure due to a stagnant economy heavily reliant on China and the rise of the far-right AfD. Merz is challenged by internal coalition disagreements, particularly with the SPD over welfare reform. Europe's overall support for Ukraine remains largely rhetorical; arguments over sanctions and frozen Russian assets delay crucial material support needed by Zelensky. 1945 BERLIN

The Surge of Germany's Populist AfD Party Threatens Ruling Coalition. Judy Dempsey (Carnegie Endowment for International Peace) discusses the rising political power of the AfD, a populist, anti-NATO, anti-EU, anti-American, and pro-Russia party in Germany. The party initially gained strength in the eastern part of Germany but is now also rising in the western part of the country. The AfD is actively campaigning very hard in villages, towns, cities, and even among teachers in schools. The party has nearly pulled even with the ruling party (the CSU and CDU), trailing by just one percentage point. With a large number of seats in the German parliament (Bundestag), the AfD smells power, forcing Merz to continuously maneuver to hold back the populist surge.

We're excited to launch the first episode of our new Critical Thinking series: 1 Theme, 2 CIOs, 3 Questions. Each episode focuses on one key investment theme, featuring two leading Chief Investment Officers who tackle three big questions shaping today's investment landscape.In this debut episode, Mercer's Andre Boucher sits down with Jim Mahoney, CIO of Bon Secours Mercy Health, and Leslie Lenzo, CEO/CIO of the Hershey Trust, to explore how to navigate markets in a macro-driven environment. They share insights on the unique challenges and opportunities faced by Endowment & Foundation and Healthcare organizations.Topics covered include:• The evolving debate of active versus passive management• Governance best practices that seek to enhance decision-making and align investments with organizational missions• Managing private capital commitments and liquidity in today's fast-changing market environmentThis content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.  This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.  Read our full important notices - click here 

In this episode, we explore how the Ivy League endowment model can inform smarter investing for oil and gas professionals. We discuss how these massive funds balance long-term growth with liquidity and why even “permanent capital” requires flexibility. Listeners will see the blind spots of the largest pools of institutional capital and learn why no one invests to optimize for total return. For more information and show notes visit: https://bwmplanning.com/114Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.

La filantropía en Chile está viviendo una nueva etapa marcada por la profesionalización y la transparencia. En este episodio, Isabel Allendes, del área de Wealth Management MFO de BTG Pactual, analiza cómo los altos patrimonios estructuran fundaciones y proyectos de impacto. Además, comparte su visión sobre las nuevas generaciones, la continuidad familiar y el ciclo Legado y Propósito. Un guía para quienes buscan unir propósito, inversión y transformación social.00:00 Promo00:20 Introducción: La Filantropía y su Transformación en Chile01:05 Evolución y Visibilidad de la Filantropía de Altos Patrimonios01:28 La Pérdida del "Pudor" y la Profesionalización de la Filantropía01:51 El Crecimiento de la Filantropía: ¿Sensación o Cifras?02:35 Motivaciones: La Filantropía como unificador Familiar04:02 La Profesionalización en las Nuevas Generaciones04:33 Medición del Impacto y la Exigencia de Transparencia05:51 Relación entre Filantropía, Sostenibilidad e Inversiones de Impacto07:00 El Desafío de Estructurar y Definir la Estrategia de una Fundación08:05 Clave de la Continuidad: La Inversión de los Fondos (Concepto de Endowment)10:08 Rol de BTG Pactual y el Multi Family Office10:59 Acompañamiento y Estrategia de Inversión11:54 Estructuración del Portafolio: Perfil y Plazo de la Fundación13:09 El Ciclo "Legado y Propósito": Compartiendo Conocimiento15:07 El Futuro de la Filantropía en Chile: Acercamiento a Métricas Globales16:13 Mensaje para Quienes Piensan Crear una Fundación17:38 Alternativas a Crear una Fundación Propia: Apoyar Fundaciones Existentes

Marian Pasko - CEO at Paradise Valley Mineral Management (PVMM) joins the podcast to walk through her team's approach to managing mineral rights and working interest. Throughout the episode, Marian showcases how their team's backgrounds uniquely position PVMM to work with Tribal Nations, Endowments, Non-Profits, & Accidental Owners and how they leverage scale to incentivize Operators to accelerate drilling development on their clients minerals.**Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice.A big thanks to our 3 Minerals & Royalties Podcast Sponsors:--Tracts: If you are interested in learning more about Tracts title related services and software, then please call 281-892-2096 or visit https://tracts.co/ to learn more.--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information--Farmers National Company: For more information on Farmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com

In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the integration of private equity and alternative assets into 401k plans. They explore the performance of endowments, the nature of private equity and private debt, and the associated risks. The conversation emphasizes the importance of understanding these investment options, the role of 401k plans in holding illiquid assets, and the need for informed decision-making to avoid chasing returns without proper knowledge. Check out our website:  beerandmoney.net Find us on YouTube: https://www.youtube.com/@beerandmoney Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo   #privateequity #alternativeassets #401kplans #investmentstrategies #riskassessment #endowments #financialplanning #liquidity #retirementsavings #diversification   Takeaways Private equity and alternative assets are becoming more accessible in 401k plans. Endowments manage large portfolios with a focus on long-term returns. Private equity includes investments in privately held companies and debt. Investing in private equity carries significant risks, including illiquidity. 401k plans may provide a suitable structure for holding alternative assets. Investors should be cautious of chasing returns without understanding the risks. Individual financial situations must be assessed uniquely when considering investments. Understanding the underlying assets in alternative investments is crucial. Diversification can be beneficial, but it must be approached with caution. Consulting with a financial advisor is recommended when exploring alternative investments. Chapters 00:00 Introduction to Private Equity in 401k Plans 01:30 Understanding Endowments and Their Returns 04:23 Exploring Alternative Investments 05:31 Defining Private Equity and Private Debt 07:32 Assessing Risk in Private Equity Investments 10:34 The Role of 401k in Holding Alternative Assets 11:15 Concerns About Illiquidity and Misunderstanding Investments 14:33 Wrapping Up: Key Takeaways and Final Thoughts  

Latter-day Saint temples and their rituals have been an oft discussed and frequently misunderstood element of Mormon practice. But how can scholars hope to understand Mormon temples when their rituals are exclusive to members, and their liturgies kept secret?Historian and scientist Jonathan Stapley discusses these questions on today's episode of Scholars & Saints. Drawing on his brand-new book, Holiness to the Lord: Latter-day Saint Temple Worship, Stapley, drawing on newly released and digitized sources, argues that the temple is the place where Latter-day Saints are able to order their bodies, their communities, and their universe. By examining the history of the temple, specific liturgies, and the impact of race and gender prohibitions, Stapley shows how the temple has evolved over time to curate Latter-day Saint cosmologies.To learn more about Jonathan Stapley and his work, visit his website.

Welcome to the monthly bonus episode of the AJ Bell Money & Markets podcast all about investment trusts, presented by Dan Coatsworth and Hannah Williford. Kicking off the show is the news that activist investor Saba is back with new campaigns and talk of launching a new investment vehicle. [02:33] It's been a good year to invest in UK shares, and we've got two experts on the pod to explain how they find opportunities. Dan talks to Ian Lance from Temple Bar about how he's delivered supersized returns, and why Smith & Nephew and Johnson Matthey have caught his eye. [12:58]. We also hear from James Harries, manager of the STS Global Income & Growth, about why the UK is such a big part of his portfolio, and why he likes insurance provider Admiral and consumer goods giant Reckitt. [26:07] Hannah talks about some new figures that suggest Donald Trump's policies have revived interest in ESG-related factors when investing, following a steady decline since 2022. [40:18] Finally, Hannah chat with Dan Higgins from Majedie about bringing university-style endowment investment to the public. [45:45]

Georges Dyer is the Co-Founder and Executive Director of the Intentional Endowments Network (IEN), a non-profit, peer-learning network that helps endowed institutions make their endowments socially responsible. Of the 3,500 - 4,000 colleges and universities in America, some 2,000 have endowments that are valued at ~$900 billion in aggregate. These academic institutions -- as well as asset management firms, cultural institutions, museums, faith-based organizations, non-profit foundations, and others -- also have a similar value in retirement funds... which while highly regulated, are also being directed towards socially responsible and profitable investments.Georges explains the genesis of IEN. Spurred by the president of Hampshire College, Jonathan Lash, IEN was originally formed to help institutions divest from fossil-fueled industries that were counter to their climate action plans. Student and faculty concerns really started to press on endowment portfolios in 2013. Today, IEN works with some 250 endowments. Ted asks the bottom line question early: How are these endowments performing? Are they losing money, or are they on par, or are they ahead? Georges explains that on balance, they are at par or better.IEN provides a number of tools and resources for its members.. from virtual and in-person "convenings," to benchmarking tools, case studies, and more. The network provides insights and negative screening tools to weed out investments that run counter to an institution's mission and goals, while highlighting positive investment opportunities to reduce risk and steer institutions towards profitable investments in the green economy. The conversation shifts to case studies of "platinum" members: Georges discusses leading institutions including the University of California system and Arizona State University. He discusses how some institutions have found means to invest in their own facilities... for instance solar projects and facility upgrades that make dollars and cents while addressing inequality and other social issues. Georges sites the Rockefeller Brothers Fund as a shining example. Born of oil and gas and fossil fuels, Rockefeller has been a leading example of an organization whose Standard Oil roots are now focused on "intentional investments" with highly positive performance. For more on IEN and its mission and results, check out Georges' new podcast, "The Future of Finance."

For help with marketing, brand creation, producing audio or video, for family or professional work, contact Beehive Broadcast by emailing TheScripturesAreReal@gmail.com.In this episode Karl Anderson helps us understand what happened at the dedication of the Kirtland Temple. He and Kerry explain some of the historical background, and then delve into the significance of the supernal events that took place at that dedication. They go through the miraculous events and help us understand what it means to be endowed with power at Kirtland. They explore the significance of the keys that were bestowed there, and how that impacts all other temples. We are grateful for our executive producers, J. Parke, D. Watson, M. Cannon, M. Rosema, B. Fisher, J. Beardall, D. Anderson, and H. Umphlett, and for all our generous and loyal donors. We are also very grateful for all our Patreon members. We are so thankful for Beehive Broadcast for producing the podcast and for Rich Nicholls, who composed and plays the music for the podcast.

It's Thursday, and that means it's time to catch up on politics with The Times-Picayune/New Orleans Advocate's editorial director and columnist, Stephanie Grace. Today, she tells us about the likelihood that President Trump will still send the national guard to New Orleans — and why that puts Gov. Jeff Landry in a precarious position. Every two years, the state of Louisiana selects its Poet Laureate through its Endowment for the Humanities. The poet then travels the state encouraging fellow Louisianans to explore and engage with poetry.The latest Poet Laureate, Gina Ferrara, tells us more about her journey as a poet and educator, and how she's encouraging young people to pick up the pen. This week, Louisiana Considered continues to bring you Wetlands Radio, a series about coastal restoration from producer Eve Abrams. Today, we discuss backfilling canals. What is it? And why is this process — though effective and inexpensive — still a rare way to build back land?–Today's episode of Louisiana Considered was hosted by Bob Pavlovich. Our managing producer is Alana Schreiber. We get production support from Garrett Pittman and our assistant producer Aubry Procell.You can listen to Louisiana Considered Monday through Friday at noon and 7 p.m. It's available on Spotify, the NPR App and wherever you get your podcasts. Louisiana Considered wants to hear from you!  Please fill out our pitch line to let us know what kinds of story ideas you have for our show. And while you're at it, fill out our listener survey! We want to keep bringing you the kinds of conversations you'd like to listen to.Louisiana Considered is made possible with support from our listeners. Thank you!

What can the Kirtland Temple dedication teach us about power, angelic help, and joy? Dr. Anthony Sweat examines the historical and spiritual significance of Doctrine and Covenants 109-110, clarifies the difference between the endowment and its presentation, and shows how repentance and covenant keeping open the way to lasting spiritual strength.SHOW NOTES/TRANSCRIPTS English: https://tinyurl.com/podcastDC240EN French: https://tinyurl.com/podcastDC240FR German: https://tinyurl.com/podcastDC240DE Portuguese: https://tinyurl.com/podcastDC240PT Spanish: https://tinyurl.com/podcastDC240ESYOUTUBE: https://youtu.be/PNKlm6BOmOkALL EPISODES/SHOW NOTES followHIM website: https://www.followHIM.coFREE PDF DOWNLOADS OF followHIM QUOTE BOOKSNew Testament: https://tinyurl.com/PodcastNTBookOld Testament: https://tinyurl.com/PodcastOTBookBook of Mormon: https://tinyurl.com/PodcastBMBook  WEEKLY NEWSLETTER https://tinyurl.com/followHIMnewsletter  SOCIAL MEDIA Instagram: https://www.instagram.com/followHIMpodcast Facebook: https://www.facebook.com/followhimpodcastTIMECODE:00:00 Part 1 - Dr. Anthony Sweat01:45 Thoughts on the Kirtland Temple04:13 Anthony Sweat bio07:36 Come, Follow Me Manual08:58 President Nelson's challenge10:45 1836: A highlight13:56 D&C 88:68: Thesis17:19 Like a student stake20:16 “Walking in darkness at noonday”23:32 Temple is the point25:55 Ordinances in Kirtland Temple?28:36 Did they understand work for the dead yet?30:36 Third floor rooms34:20 Unanswered questions37:28 Dedicatory prayer was given by revelation39:46 Picturing the dedication44:08 Introduction and plea46:14 Fulfillment of promise49:10 Sweat's “We Need an Endowment”51:37 Learn, grow, and become54:55 Seeing the Savior in the temple57:44 Intended to bring you inside the temple59:52 Repent, return, restored, and reverence1:00:17 Armed with power and delegation1:04:45 Angels and family on the other side of the veil1:07:10 Eternal family BBQ and work from the other side1:12:25 Seven blessings1:14:27 Ordinances as doors to power1:17:03 Difference between presenting concepts and receiving power1:21:40 End of Part 1 - Dr. Anthony SweatThanks to the followHIM team:Steve & Shannon Sorensen: Cofounder, Executive Producer, SponsorDavid & Verla Sorensen: SponsorsDr. Hank Smith: Co-hostJohn Bytheway: Co-hostDavid Perry: ProducerKyle Nelson: Marketing, SponsorLisa Spice: Client Relations, Editor, Show NotesWill Stoughton: Video EditorKrystal Roberts: Translation Team, English & French Transcripts, WebsiteAriel Cuadra: Spanish TranscriptsAmelia Kabwika: Portuguese TranscriptsHeather Barlow: Communications DirectorSydney Smith: Social Media, Graphic Design "Let Zion in Her Beauty Rise" by Marshall McDonaldhttps://www.marshallmcdonaldmusic.com

: Judy Dempsey (OECD Countries and Populism) GUEST NAME: JUDY DEMPSEY, SENIOR SCHOLAR, CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE IN BERLIN. SUMMARY: Rich OECD nations must spur growth quickly to implement fundamental reforms and counter rising populist parties threatening NATO and domestic security.1850 BRUSSELS

In this episode of the Rainmaker Podcast, Gui Costin sits down with Daniel Duncan, Managing Director of Business Development and Client Services for Seafarer Capital Partners, for an in-depth conversation about building a differentiated emerging markets manager distribution plan, navigating the U.S. investment professional landscape, and scaling relationships with institutional investors. Daniel, with decades of experience in global emerging markets, shares how his background managing complex distribution landscapes informed his approach to building credibility with multiple client types centered on expertise, integrity, and long-term relationships.At Seafarer, Daniel emphasizes the firm's commitment to long-term alignment with investors, particularly institutions such as Multi-Family Offices, Large RIAs, Endowments, and Retirement Consultants. He explains how the firm maintains high-touch relationships, providing detailed reporting, market insights, and ongoing communication to ensure investors are informed and confident in the firm's strategies. Daniel notes that trust and credibility are central to capital formation, and building those relationships requires consistency, responsiveness, and integrity.A major theme of the episode is how Daniel communicates about Seafarer's efforts to differentiate itself in a competitive market. The firm's team combines deep technical expertise in emerging market equities with a disciplined, research-driven process to identify mispricings and relative value opportunities globally. Daniel explains that this combination – what Seafarer would describe as its disciplined active management approach - embody Seafarer's aim to deliver consistent, risk-adjusted returns while providing investors with a clearly articulated investment philosophy.Daniel also shares insights into the firm's culture and leadership. He stresses the importance of hiring talented, curious, and disciplined professionals, fostering an environment where team members can challenge assumptions and contribute to decision-making. This collaborative approach enables Seafarer to operate nimbly while maintaining rigorous investment standards.Finally, Daniel offers guidance for young professionals entering the investment world: focus on mastering the fundamentals, develop a global perspective, and prioritize building trust and credibility in every interaction. This episode provides actionable insights for fundraisers, portfolio managers, and investors seeking to navigate the complexities of global investing with discipline and integrity.Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

Joseph Smith once taught ordinances "are not to be altered or changed." But how do we reconcile that with the fact that over the years temple ordinances have changed? In this episode, I sit down with Church historian, Dr. Jonathan Stapley, to clarify that issue and many specific changes to the temple ceremony, like the removal of the oath of vengeance and the penalties.YouTube: https://www.youtube.com/@keystoneldsInsta: https://www.instagram.com/keystonelds/Tiktok: https://www.tiktok.com/@keystoneldsFacebook: https://www.facebook.com/keystonelds/Website: https://www.keystonelds.com

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Dan Feder is a Senior Managing Director of Investments at the University of Michigan's $18 billion endowment.Our two hour conversation talks through the past, present, and future of all things venture capital, and investing more broadly.Dan lays out the case for why most institutional investors should change how they approach asset allocation, why risk and uncertainty are not the same, the importance of relevance and independent thinking, advice for fund managers raising from institutional LP's, the trend of VC's rolling up services businesses, and what he learned from beating Lance Armstrong in a race.Thanks to Chris Douvos @ Ahoy Capital and Adam Kurkiewicz at WashU for their brainstorming topics for Dan!Special thanks to Ramp for supporting this episode. It's the corporate card and expense management platform used by over 40,000 companies, like Shopify, CBRE and Stripe. Time is money. Save both with Ramp. Get $250 for signing-up here: https://ramp.com/ThePeelTry Hanover Park - the modern, AI-native fund admin https://www.hanoverpark.com/TurnerTimestamps:(5:50) Beating Lance Armstrong in a race(8:05) “The will to win is nothing without the will to prepare”(10:39) Why investors need to re-think asset allocation(22:31) Difference between risk and uncertainty(29:26) How endowments work(33:12) Endowment portfolio construction(40:47) From law, to industrial buyouts, to venture(49:13) Narrowing scope to increase returns(54:54) Why career planning as an LP is hard(58:24) VC in the 00's(1:08:18) Venture vs Adventure Capital(1:15:16) VC's rolling up legacy industries(1:20:17) Importance of relevance(1:26:25) Traits of the top investors(1:28:25) Importance of trust in institutional LP fundraising(1:32:54) Venture is the most competitive ass class(1:35:37) Why venture firms do not persist over time(1:38:27) How venture will change going forward(1:43:37) The Newman CycleReferencedA Sense of Where You Are by John McPhee: https://www.amazon.com/Sense-Where-You-Are-Princeton/dp/0374526893Risk Uncertainty and Profit by Frank Knight: https://www.amazon.com/Risk-Uncertainty-Profit-Frank-Knight/dp/1614276390Follow DanTwitter: https://x.com/federdanLinkedIn: https://www.linkedin.com/in/danfederFollow TurnerTwitter: https://twitter.com/TurnerNovakLinkedIn: https://www.linkedin.com/in/turnernovakSubscribe to my newsletter to get every episode + the transcript in your inbox every week: https://www.thespl.it/

With significant current focus on the application of Waqf in Oman, what is its potential across a range of Islamic financing and business activities, including banking, asset management and capital markets?Moderator:Professor David Russell KC, Barrister at Law, Outer Temple ChambersPanelists:Mohamed Anwar Al Lawati, Head of Investments, Private Equity, TANMIASami Arfah Bait Rashid, AGM – Meethaq Personal Banking, Meethaq Islamic BankingSherif Hampton, Special Counsel, SASLO

PREVIEW. HEADLINE: Populist AfD Triples Vote in German State Election Amidst Anti-Migration Sentiment GUEST AND TITLE: John Batchelor, Host; Judy Dempsey, Colleague for the Carnegie Endowment for International Peace SUMMARY: John Batchelor and Judy Dempsey discuss the critical German state election in North Rhine-Westphalia, where the populist AfD party tripled its vote, sparking national trend concerns. Dempsey explains that anti-immigration is a "big big issue" for AfD supporters. She notes the large, integrated Turkish population, brought in the 1950s-60s to aid Germany's economic miracle, is disliked by the AfD, leading to attacks on immigrant communities. This electoral shift highlights growing societal divisions driven by migration. 1794

On today's show, a candid sitdown with Spence Broadhurst, who helped steer the hospital sale that led to the creation of The Endowment, served as its first board chair, and has, in his words, acted as a watchdog for its founding documents. We discuss the challenges and debates the board has faced. And we touch on some of the tension around the recent county commissioner vote, which effectively removed him from The Endowment board.

This week on Swimming with Allocators, Earnest and Alexa welcome Lara Banks, Managing Director at Makena Capital Management. Lara shares her journey from real assets to venture capital and offers an inside look at Makena's approach to manager selection, portfolio construction, and the evolving role of LPs. The discussion also covers the endowment model, the impact of AI and market shifts on venture and private equity, and the growing importance of grit, adaptability, and unique value for emerging managers. Listeners will gain insights into current challenges like illiquidity, the rise of secondaries, and the need for cross-pollination between venture and PE, as well as practical advice for building durable firms and navigating today's dynamic investment landscape. Don't miss this great conversation!Highlights from this week's conversation include:Lara's Career Path and Origin Story (1:14)Overview of Makena Capital Management (4:04)Changes in Venture Strategy and Market Dynamics (6:06)Investable Building Blocks Explained (9:14)Challenges for Allocators in Today's Market (10:18)Goals for 2025 and Manager Selection (16:02)Advice for Managers Navigating Market Cycles (22:36)What Makes a Great Growth Equity Manager (26:16)Cross-Pollination Between PE and Venture (28:16)Opportunities in Underfunded Founders and Growth Equity (31:34)How Emerging Managers Can Stand Out (34:02)Final Thoughts and Takeaways (36:51)Makena Capital is a ~$22B endowment-style investment firm founded in 2005 by alumni of the Stanford Management Company. Located on Sand Hill Road, Makena partners with world-class managers across asset classes with a legacy of early and ongoing investment in venture capital. Learn more at www.makenacap.com.Silicon Valley Bank (SVB), a division of First Citizens Bank, is the bank of the world's most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. SVB's parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Bank, Member FDIC. Learn more at svb.com.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

In this episode of the Center for Investment Excellence podcast, hosted by David Lebovitz, we explore key themes impacting endowments and foundations, from government funding changes and tax policies to the role of alternative investments and liquidity needs. Featuring Mack Kline, Head of Endowments, Foundations, and Healthcare, we provide in-depth discussions on navigating today's complex investment landscape. 

Guest: Marcus Hwang MD DDS https://www.instagram.com/dr_marcushwang/?hl=en   Host: Serv Wahan MD DMD https://www.drwahan.com/     keywords   dentistry, oral surgery, residency, study tips, medical education, CBSE, dental school, private practice, MD programs, patient care; ANKI,  USMLE, study methods, pathoma, OHSU, First Aid study book, sketchy pharm, sketchy microbiology, Marcus Hwang, Dr Wahan     takeaways Dr. Marcus shares his unique journey from aspiring pastor to oral surgeon. The importance of mentorship and networking in dental school and residency. Study strategies like spaced repetition can significantly enhance exam preparation. Hands-on experience in externships is crucial for dental students. Understanding the healthcare system is vital for new residents. The transition from dental school to residency can be challenging but rewarding. People skills are as important as clinical skills in dentistry. The future of MD integrated programs is uncertain and requires discussion. Financial considerations play a significant role in career decisions for dental professionals. Continuous learning and adaptation are key to success in the medical field.   summary   In this engaging conversation, Dr. Marcus shares his unique journey from aspiring pastor to oral surgeon, discussing the challenges and triumphs of dental school and residency. He emphasizes the importance of mentorship, study strategies, and the role of people skills in dentistry. The discussion also touches on the future of MD integrated programs, financial considerations in career decisions, and the evolving landscape of oral surgery residency programs.     titles From Pastor to Oral Surgeon: Dr. Marcus's Journey Navigating Dental School and Residency: Tips and Insights   Sound Bites "I always wanted to be a pastor." "I'd rather grind for one year to get in now." "Med school is paid for through an endowment."   Chapters 00:00 Introduction and Name Confusion 02:53 From Pastor to Dentist: A Journey of Discovery 05:50 The Shift to Oral Surgery: Finding Passion 08:55 Navigating Dental School and Residency Preparation 11:54 Study Techniques for Success in Dental School 14:55 Resources for Studying: Digital vs. Physical 17:52 The Transition to Residency: Challenges and Experiences 20:47 Final Thoughts on the Journey to Oral Surgery 27:11 Transitioning from Dental to Medical Practice 30:03 Navigating Residency Challenges 36:51 The Future of Oral Surgery 41:42 The Importance of People Skills 46:42 Reflections on Medical Education and Debt 52:14 Endowments and Financial Support in Medical Training

332: Endowment Essentials Every Nonprofit Leader Must Know (John Griffith)SUMMARYSpecial thanks to Armstrong McGuire for bringing these conversations to life, and for their commitment to strengthening leadership throughout nonprofit organizations. Learn more about how they can help you at ArmstrongMcGuire.com.Are you so focused on meeting this year's budget that you're neglecting the long-term financial stability your nonprofit needs to survive and thrive? In episode #332 of Your Path to Nonprofit Leadership, financial strategist John Griffith dismantles common myths and explains why endowments are essential for long-term stability, mission growth, and donor engagement. He reveals how shifting from a poverty mindset to a strategic mindset can transform your organization's financial future, diversify revenue streams, and provide resilience in times of economic uncertainty. Learn practical ways to educate your board, integrate endowment goals into your strategic plan, and create broad funding “buckets” that align with your mission while inspiring donor investment. ABOUT JOHNJohn Griffith, Director and Endowment Specialist at Hirtle Callaghan & Co., brings over 35 years of nonprofit experience. He leads the firm's holistic planning process, partnering with Investment Committees to design investment programs aligned with mission, goals, and risk tolerance. He advises endowments on strategic issues such as spending and liquidity policies, debt management, capital campaigns, operating reserves, and governance. From 2003 to 2014, John served as CFO and Treasurer of Bryn Mawr College, overseeing its $850 million endowment, modernizing and diversifying its portfolio, and earning a rare debt rating upgrade during the recession. He previously held senior financial roles at the University of New Hampshire and began his career at Coopers & Lybrand. John holds a Master's in Finance from Bentley University and a B.A. in Business Administration from the University of New Hampshire.EPISODE TOPICS & RESOURCESPioneering Portfolio Management by David F. SwensenWant to chat leadership 24/7?  Go to delphi.ai/pattonmcdowellHave you gotten Patton's book Your Path to Nonprofit Leadership: Seven Keys to Advancing Your Career in the Philanthropic Sector – Now available on AudibleDon't miss our weekly Thursday Leadership Lens for the latest on nonprofit leadership

Vijayasri describes the Eight Freedoms and the Ten Endowments described in Gampopas teachings in the The Jewel Ornament of Liberation on the importance of a human birth. Excerpted from the talk entitled This Precious Human Life given  at Croydon Buddhist Centre, 2015. *** Help us keep FBA Podcasts free for everyone! Donate now: https://freebuddhistaudio.com/donate Subscribe to our Dharmabytes podcast: Bite-sized clips - Buddhist inspiration three times a week. Apple Podcasts: https://podcasts.apple.com/us/podcast/dharmabytes-from-free-buddhist-audio/id416832097 Spotify: https://open.spotify.com/show/4UHPDj01UH6ptj8FObwBfB YouTube: https://www.youtube.com/@FreeBuddhistAudio1967  

EU: JUDY DEMPSEY, SENIOR SCHOLAR, CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE IN BERLIN. Judy Dempsey: Judy Dempsey analyzes Europe's political instability, including a wobbly French government facing a potential no-confidence vote and President Macron's struggles with reforms, while the far-right National Rally prepares for snap elections. Germany's Chancellor Merz also faces domestic opposition to reforms balancing social welfare and defense spending. Dempsey warns about the rise of anti-Ukraine, pro-Russian, Eurosceptic populist parties across Europe, which pose a significant challenge to regional stability and Washington's foreign policy, despite calls for a European-centric military force. 1838 BANK OF ENGLAND

CONTINUED;  EU: JUDY DEMPSEY, SENIOR SCHOLAR, CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE IN BERLIN. Judy Dempsey: Judy Dempsey analyzes Europe's political instability, including a wobbly French government facing a potential no-confidence vote and President Macron's struggles with reforms, while the far-right National Rally prepares for snap elections. Germany's Chancellor Merz also faces domestic opposition to reforms balancing social welfare and defense spending. Dempsey warns about the rise of anti-Ukraine, pro-Russian, Eurosceptic populist parties across Europe, which pose a significant challenge to regional stability and Washington's foreign policy, despite calls for a European-centric military force. 1828 BANK OF ENGLAND

Carl Gershman is an American political activist and democracy advocate who served as the president of the National Endowment for Democracy (NED) from its founding in 1984 until his retirement in 2021. Under his leadership, NED became a prominent organization supporting democratic movements and civil society groups worldwide. Carl describes the evolution of his career, from his work after college as a VISTA volunteer, to his work with Bayard Rustin, and to his leadership of the NED. You can hear his perspective on the Social Democrats movement and their ability to penetrate the Democratic party. He mentions the positive role of NED in a wide range of countries.

Berlin: Welfare vs Security. Judy Dempsey, Senior Scholar, Carnegie Endowment for International Peace in Berlin https://www.yahoo.com/news/articles/welfare-state-not-sustainable-says-154228672.html 1890 SAXONY

Berlin: Welfare vs Security. Judy Dempsey, Senior Scholar, Carnegie Endowment for International Peace in Berlin CONTINUED https://www.yahoo.com/news/articles/welfare-state-not-sustainable-says-154228672.html 1912 BANK RUN BERLIN

What shapes the investment strategy behind one of higher education's largest endowments? Nicolai Tangen sits down with Robert Wallace, CEO of Stanford Management Company, who oversees more than $40 billion for Stanford University. From his unique journey as a professional ballet dancer to becoming a leading institutional investor, they explore the endowment model's challenges, the art of selecting private equity partners, and what makes truly great investors excel. Robert shares how he transformed Stanford's investment approach by dramatically consolidating their external partnerships, and reveals why passion for the work matters more than financial rewards. Stanford's endowment distributes $2 billion annually, supporting students and research. Tune in for an insightful conversation!In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.

For decades, private equity has been the darling of pension funds, university endowments, and sovereign wealth funds, promising high returns and low volatility. Now, President Donald Trump has made it possible for everyday investors to get in on the magic with his executive order, "Democratizing Access to Alternative Assets for 401(k) Investors.” The order relieves regulatory burdens that limit the access of defined contribution plans, like 401(k)s, to alternative assets such as private equity (but also cryptocurrency and real estate). The hope is to give American workers access to greater choice, diversification, and potential growth towards a comfortable retirement.But Trump's order comes just as longstanding questions about private equity's promise of high returns and low risk are coming to the fore. Has the distribution of returns slowed to a trickle? What does data actually say about private equity's performance, and where is the industry headed? There is also a long standing debate whether private equity is good for society, independent of financial returns.Is private equity actually a ponzi scheme that now threatens the retirements of millions of American workers? To make sense of it all, Luigi and Bethany are joined by Dan Rasmussen, an experienced investor and author who began his career in private equity but has emerged as one of the most prescient critics of the industry. Together, the three of them distill what the state of the industry means for the future welfare of investors, workers, and the American economy as a whole.Bonus: Check out ProMarket's recent series on the impact of private equity in the health care industry.

EU: Costs of Peace. Judy Dempsey, Senior Scholar, Carnegie Endowment for International Peace in Berlin continued 1870 PARIS

EU: Costs of Peace. Judy Dempsey, Senior Scholar, Carnegie Endowment for International Peace in Berlin 1871 PARIS

My guest today is Peter Lacaillade. Peter is the Chief Investment Officer for Private Investments at SCS Financial and has built one of the most respected private equity allocation platforms in wealth management, overseeing $50 billion for ultra-high-net-worth families and earning the same access as top-tier endowments. He shares how SCS's pooled vehicle structure enables them to compete with institutional giants for the best funds, avoiding the adverse selection that plagues most wealth platforms. Peter shares his investment philosophy across lower middle market buyouts, emerging independent sponsors, and early bets on category-defining managers like Thrive Capital and Shore Capital. We discuss what separates exceptional private equity managers, the evolution of the industry toward AI-powered strategies, and private markets going mainstream. Please enjoy this conversation with Peter Lacaillade. For the full show notes, transcript, and links to mentioned content, check out the episode page⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp.com/invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠ AlphaSense⁠⁠⁠⁠⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:04:31) Advantages of Private Equity Over Public Markets (00:08:59) Talent Acquisition and Growth at SCS (00:10:28) SCS's Wealth Management Strategy (00:19:51) Challenges and Risks in Private Equity (00:26:06) The Future of Wealth Management (00:12:42) Trends in Private Equity (00:20:14) Challenges and Risks in Private Equity1 (00:22:58) Building Successful Private Equity Partnerships (00:26:06) The State of the Wealth Management Industry (00:35:07) Lower Middle Market Buyouts and Independent Sponsors (00:49:38) Introduction to Long Lake and Its Innovative Approach (00:50:21) AI-Powered Tools for Homeowners Associations (00:52:46) Permanent Capital Vehicles vs. Drawdown Funds (00:54:26) The Rise of Holding Companies (00:57:03) Emerging Trends in Venture Capital 01:05:44) The Role of Endowments and Liquidity Solutions (01:10:40) Jake and Frank's Partnership (01:13:57) The Kindest Thing Anyone Has Ever Done For Peter

Research endowments and Trump administration.  EriK Jensen, Case Western Reserve University, Civitas Institute 1888 STANFORD MANSION

Research endowments and Trump administration.  EriK Jensen, Case Western Reserve University, Civitas Institute continued 1900

Miles Dieffenbach is Managing Director of Investments at Carnegie Mellon University, where he helps oversee a $4 billion endowment with a focus on venture capital, private equity, and alternative investments. Under his leadership, CMU's private book has remained self-funding during some of the toughest years for liquidity.  Agenda for Today: 00:04 – "I Had Cancer at 26 – It Changed Everything" 07:00 – Inside the $4BN Carnegie Mellon Endowment: The Investment Blueprint 10:45 – Are LPs Getting Screwed in Venture? 13:30 – 90% of LPs Shouldn't Be in Venture – Here's Why 16:00 – Seed Funds Are a Trap (And No One Wants to Admit It) 20:00 – The $140BN Problem with Multi-Stage Funds 24:00 – "Index Is the Best in the Game – Here's Why They Win" 29:30 – "The Dirty Secret of LPs: Brand Over Performance" 34:30 – "When Founder-Friendly Goes Too Far" 38:00 – "The OpenAI Bubble – Will It All Go to Zero?" 44:00 – "Ping Pong Diligence & Wildest Fundraising Stories"  

UKRAINE: EU/NATO JAW JAW. JUDY DEMPSEY, SENIOR SCHOLAR, CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE IN BERLIN. 1897 BRUSSELS

TECHNOLOGY SUPREMACY; EU NOT FOR RISK-TAKING, JUDY DEMPSEY, SENIOR SCHOLAR, CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE IN BERLIN. 1898 BRUSSELS

Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Scott Wilson from Washington University-St. Louis. We packaged these two leading endowments to compare their investment styles. Andy started his career at Yale with me and became one of the leaders of the endowment model for decades. His discussion of Princo's decision-making process is among the most referenced descriptions of any podcast with a CIO. Original air date: June 26, 2017 Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Scott Wilson from Washington University-St. Louis. We packaged these two leading endowments to compare their investment styles.    Scott comes from a direct investing background and has adopted a position-focused approach to diligence and co-investing, leading to a very different portfolio construction. It's perhaps the leading example of a new approach in the endowment world.   Original air date: October 4, 2020   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership  

EU: INVESTING IN EASTERN EUROPE. JUDY DEMPSEY, SENIOR SCHOLAR, CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE IN BERLIN. DEECEMBER 1957

BERLIN. BORIS PISTORIUS DRIVES THE BUS. JUDY DEMPSEY, SENIOR SCHOLAR, CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE IN BERLIN. MAY 1953

Join Victor Davis Hanson and host Jack Fowler as they discuss Elon Musk's political party, politics in New York City with the rise of Zohran Mandami, the issues surrounding Medicaid fraud, the endowment minefield, and more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

EU: THE RARE EARTHS ARE EVERYWHERE IN EUROPE. JUDY DEMPSEY, SENIOR SCHOLAR, CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE IN BERLIN. 1905 BUTTE MONTANA