Published Aug 21, 2023

Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)

Stan Miranda delves into the modern endowment model at Partners Capital, revealing a meticulous manager selection process and innovative asset class strategies. He sheds light on the importance of diversification, strategic relationships, and the evolution of investment strategies to achieve consistent returns and meet client needs.

Episode Highlights

Topics covered

Episode Highlights

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Dexa/Capital Allocators – Inside the Institutional Investment Industry

Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)

Topics covered

Popular Clips

Risk Management Evolution

Investment Filters Explained

Navigating New Assets

Building Integrity

Investment Lessons Learned

Venture Capital Insights

Team Structure Evolution

Strategic Investment Insights

Founding Partners Capital

Embracing Unvarnished Truth

Middle Market Insights

Succession in Investment

Portfolio Construction Insights

Tactical Asset Allocation

Episode Highlights

Manager Selection Process

Investment Strategy Development

Asset Class-Specific Strategies

Related Episodes

2023 Top Episode #4: Stan Miranda – Modern Endowment Model at Partners Capital, EP.334

Alan Forman – Yale Endowment Real Estate (EP.340)

Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

[REPLAY] Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)

Mario Therrien – The Canadian Pension Model (Capital Allocators, EP.12)

[REPLAY] Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

Tilly Franklin – Endowment Model at Cambridge University (EP.363)

Ted Seides – Unlocking Investment Wisdom (EP.352)

Paula Volent – Star Endowment Manager’s Next Act at Rockefeller University (Capital Allocators, EP.219)

Sustainable Investing 4: Emanuel Citron – Sourcing Sustainable Managers (Capital Allocators, EP.142)

Dan Egan – Better Investment Outcomes (Capital Allocators, EP.23)

Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61)

[REPLAY] - Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)

Ana Marshall – The Climb to Investment Excellence (EP.360)

Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)

Topics covered

Popular Clips

Episode Highlights

Manager Selection Process

Investment Strategy DevelopmentStan Miranda, founder of Partners Capital, discusses the evolution of the endowment model and strategic insights in investment management. He highlights risk management techniques and the importance of customization in meeting client needs.

Investment Strategy Development

Asset Class-Specific Strategies

Related Episodes