This week on Swimming with Allocators, Earnest and Alexa welcome Wendy Li, Co-Founder and CIO of Ivy Invest. Wendy translates the institutional playbook for the rest of us, walking through how endowments and pensions actually evaluate emerging managers, what makes a fund narrative survive a committee, and why alpha still lives in smaller, earlier-stage vehicles. The most useful thread for emerging managers: institutions don’t just buy returns, they buy decision-making frameworks they can defend internally. Wendy also gets into how technology is reshaping access to alternatives and why educating individual investors on venture’s long duration is the real unlock.
How Institutional Investors Think and What Emerging Managers Must Know
A Swimming with Allocators Episode
