Published May 23, 2017

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

David Salem delves into the art of asset allocation, emphasizing the crucial roles of integrity and ego in investment management, the enduring influence of David Swensen's Yale model, and the necessity of diversification and adaptability in an ever-changing market landscape.

Episode Highlights

Topics covered

Managerial Criteria
01
Yale Endowment Legacy
02
Investment Philosophy
03

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

Topics covered

Popular Clips

Skin in the Game

Incentive Structures Explained

Embracing Discomfort

The Billionaire Who Wasn't

Capital and Character

Essential Investment Reads

Yale's Investment Legacy

Panic and Grace

Memorable Investment Meetings

Gauging Insecurity

Disqualifying Money Managers

Skill vs. Luck

Evolving Asset Allocation

A Day Remembered

Episode Highlights

Managerial Criteria

Yale Endowment Legacy

Investment Philosophy

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

Topics covered

Popular Clips

Episode Highlights

Managerial CriteriaDavid Salem explores the critical role of integrity and ego in investment management. He highlights the importance of ethical practices and the impact of ego on decision-making, offering insights into effective manager selection.

Managerial Criteria

Yale Endowment Legacy

Investment PhilosophyDavid Salem shares his insights on diversification and adaptability in investment strategies. He highlights the importance of managing uncertainty through diversification and the need for adaptability in evolving market conditions.

Investment Philosophy