How to Invest Like an Endowment (With a $4 Billion CIO)

What can individual investors learn from the world's largest endowments? And how can you apply those same investment strategies to your own portfolio?

In this episode of Invest Like a Billionaire, Ellis Hammond sits down with Wendy Li, Co-Founder and CIO of Ivy Invest, who has spent her career managing institutional investment portfolios, including overseeing a $4 billion portfolio at the Mother Cabrini Health Foundation.

Wendy shares how endowments build resilient portfolios, manage risk, and invest for long-term growth.

In this episode, you'll learn:

How endowments approach asset allocation and diversification

Why institutions invest in private markets and alternative investments

How to balance risk, returns, and liquidity

How to apply institutional investment strategies to your own portfolio

Enjoyed this episode? Hit follow so you never miss a new episode. If you found it valuable, leave us a rating and send this episode to someone who should hear it.

Have a question for the show or want more resources, including our tax calculator? Visit ⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  to explore more and join our community.

Want to invest alongside Ben, Bob & Ellis? Learn more at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/