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You are here: Home / Archives for Endowment Model

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

May 14, 2025 by Camden Stein · Updated June 6, 2025

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 … [Read more...]

Filed Under: Podcast Tagged With: college, endowment funds, Endowment Model, financial crisis

348: Listener Q&A

June 30, 2021 by David Stein · Updated February 1, 2023

We answer over a dozen questions from listeners on investing, housing, retirement, business, podcast production, and more. Topics covered include: The Endowment Model Teaching children about investing Four influential investing books The difference between being an entrepreneur and investing The balance between too much and too little efficiency and productivity What we learned about investing from the Covid crash How asset allocation changes as one gets older The … [Read more...]

Filed Under: Podcast Tagged With: children, donor-advised funds, Endowment Model, entrepreneurship

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