Webinar
The 60/40 Portfolio Is BS: What Endowments Know That Individual Investors Don’t
Join David Shapiro of Alumni Ventures for a provocative discussion on why the traditional 60/40 portfolio model is outdated—and what savvy institutional investors are doing instead.
Learn how top-performing endowments, like those at Harvard and Yale, are consistently beating the market by thinking beyond stocks and bonds. David will explore the asset allocation strategies used by these institutions, including how they leverage venture capital and alternative investments to build long-term wealth.
This session is designed to give individual investors a behind-the-scenes look at the tools and thinking that drive outsized performance. If you’re rethinking your portfolio strategy in today’s environment, this is a must-attend.
Why Attend?
- HomeDiscover why the 60/40 model is underperforming in today’s economy
- HomeLearn how elite institutions invest—and how you can too
- HomeUnderstand where venture capital fits in a modern portfolio strategy
Alumni Ventures is America’s largest venture capital firm for individual investors.
About your presenter
David has over 25 years of experience as an investor, adviser, and board member, with expertise across early- and late-stage venture capital. Before joining Blue Ivy, David was Senior VP of Corporate Development and Business Development for DataXu, a marketer-aligned data and analytics company. Prior to his time at DataXu, he was a Director with the global venture and private equity firm 3i, including board directorships with ten companies. He also worked in the private equity group at GE Asset Management, where he specialized in late-stage venture and growth capital opportunities. David received his BA in History from Yale in 1991 and an MBA from the Tuck School of Business at Dartmouth in 2000.