Annual Investment Lecture

12MAY 2015
5:15 pm

Auditorium of the British Museum
Great Russell Street, LondonWC1B 3DG

Charity lecture

This event has ended

You can download the presentation slides or watch the presentation recording below


In May 2015 David Swensen, Chief Investment Officer of the Yale Endowment joined us to speak to an audience of charity trustees and professionals at the British Museum in May 2015.

Click below to hear David share his experiences of the last 30 years at Yale. He discusses how asset allocation has played a crucial part in his investment strategy, an approach that has resulted in both delivering attractive returns and influencing many investment professionals with its focus on rebalancing rather than market timing.

Kate Rogers has summarised the lecture into an article The Model Portfolio?, available to download or read online:

Read "The Model Portfolio?"         Download "The Model Portfolio?"     


Charity Lecture articles

Charity Lecture 2015 - David Swensen

Charity Lecture 2014 - Danny Truell


Contact us

For more information, please contact:  

John Clifton

Business Development Manager

Tel: 020 7658 3636

Date and Venue

12MAY 2015

Auditorium of the British Museum

Great Russell Street, London , WC1B 3DG

The Charity Lecture will take place in the Auditorium of the British Museum, Great Russell Street, London, WC1B 3DG with drinks reception in the Egyptian Galleries. From the main entrance, the Auditorium can be found on the lower level. Closest underground stations: Holborn: Central Line Russell Square: Picadilly Line Goodge Street: Northern Line Railway stations: Kings Cross and Charing Cross Road are close by. Please note, Tottenham Court Road is partly closed until 2016. Please visit Transport for London for information


David Swensen

Yale University
Chief Investment Officer
David oversees $22 billion in Endowment assets and several hundreds of millions of dollars of other investment funds. Under his stewardship during the past 28 years the Yale Endowment generated returns of 13.8 percent per annum, a record unequalled among institutional investors. Mr. Swensen leads a staff of 30, located near the University’s campus in downtown New Haven. Prior to joining Yale in 1985, Mr. Swensen spent six years on Wall Street–three years at Lehman Brothers and three years at Salomon Brothers–where his work focused on developing new financial technologies. At Salomon Brothers, he structured the first swap, a currency transaction involving IBM and the World Bank. Mr. Swensen authored Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment and Unconventional Success: A Fundamental Approach to Personal Investment, both published by The Free Press, an imprint of Simon & Schuster. His books have been translated into Chinese, Japanese, Korean, German, French, Spanish, Italian, and Portuguese.

Contact Cazenove Charities

Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact:

James Brennan

James Brennan

Portfolio Director