Episode Details

Doug Phillips is the CIO of the University of Rochester, where he has overseen the school's $2.6 billion endowment for twenty years.  Doug's two-decade tenure at Rochester constitutes only the back half of his work in the endowment world, as he previously managed Williams College's endowment for fourteen years and started his career in the early eighties at Princeton.

Our conversation covers the history of Rochester's endowment, the University's broad stakeholders, asset allocation, manager sourcing, research process, investment committee, assessment of past decisions, and efforts to be a good partner to managers.  We then dive into each asset class, touching on traditional equity, hedge funds, real assets, private equity and venture capital.

Learn More
Read the Transcript
Subscribe to the Capital Allocators Blog or Monthly Mailing List
Don't Subscribe, but Let Us Know Who You Are
Write a review on iTunes
Follow Ted on twitter at @tseides
Review past episodes of the Podcast