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Inside Notre Dame’s Investment Philosophy, with Timothy Dolezal ’02 (Ep. 38)

Inside Notre Dame’s Investment Philosophy, with Timothy Dolezal ’02 (Ep. 38)

Published 9 months, 2 weeks ago
Description

For Tim Dolezal ’02, vice president and chief investment officer at Notre Dame, managing the University’s investment portfolio is more than a financial responsibility—it’s a mission-driven calling a lifetime in the making.

In this episode of For Good, Tim shares how Notre Dame’s long-term investment strategy has earned top-tier returns while prioritizing expanded scholarship support, honoring donor intent, and advancing the University’s mission and values. 

Join us as Tim reflects on how he and his team of fellow Notre Dame alums strike a careful balance between performance and purpose, and why they are so committed to, and grateful for, their work on behalf of the “family business” at Our Lady’s University.


0:00 – Meet Tim Dolezal

2:12 – Notre Dame’s long-term investing approach

5:58 – Lessons from predecessors and leadership philosophy

8:33 – Endowment structure

10:40 – Endowment payout and impact

12:00 – Faith and family commitment

14:39 – Partnering with external managers

18:30 – Mission-driven team

23:12 – Markets, staying on target, and AI

26:26 – How benefactors can participate in the endowment

27:15 – Cultivating hope through students, leadership, and mission

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