Bullish and bearish opinions expressed in this episode, paired with supporting transcript quotes. The quote confirms what was said—not whether the opinion is correct.
Bullish
$VC— Williams College endowment has a strong venture capital portfolio with long-standing relationships that have performed exceptionally well. The 6% target allocation has grown to 16% purely from performance, with distributions expected from successful exits.
$PE— Williams has exceptional private equity relationships dating back to early funds from CD&R and Madison Dearborn, built through alumni networks. The private portfolios have delivered strong long-term performance.