David F. Swensen
Plus aucun poste en cours
Profil
Après avoir obtenu son BA et BS en 1975 à l'Université de Wisconsin-River Falls, Swensen poursuit un doctorat en économie à Yale, où il a écrit sa thèse, « un modèle pour l'évaluation des Corporate Bonds ».
Avant de rejoindre Yale en 1985, le professeur Swensen a passé six ans à Wall Street en tant que Senior Vice Président chez Lehman Brothers, spécialisé dans les activités d'échange, et à titre d'associé en Corporate Finance chez Salomon Brothers, où son travail a porté sur le développement de nouvelles technologies financières.
Il est surtout connu pour avoir inventé ce qui est devenu connu comme "Le modèle de Yale" : une application de la théorie moderne de la gestion du portefeuille boursier.
À la différence des autres fonds universitaires, Yale a massivement réduit ses investissements dans les actions et les obligations américaines pour privilégier des placements dans des fonds moins liquides comme les hedge funds, le private equity ou l'immobilier. Les responsables du fond ne voient pas l'intérêt d'investir dans des actifs moins volatils et plus liquides si les retours sur investissement sont moins élevés.
Le modèle de Yale a été développé par David Swensen et Dean Takahashi, et est décrit de l'ouvrage de Swensen « Innover dans la Gestion de Portefeuille »
David Swensen dirige ce fonds d'investissement, le fameux Yale Endowment, d'une valeur de 17 milliards de dollars. Sur les 10 dernières années, le rendement annuel moyen a été de 17,8% sur ses placements. Swensen a ajouté plus de 16 milliards de dollars dans les caisses de Yale.
Il est l'auteur d'avant-garde de gestion de portefeuille: « An Unconventional Approach to Institutional Investment », qui a été publié par The Free Press en 2000 et « Unconventional Success: A Fundamental Approach to Personal Investment » guide d'investissement pour l'investisseur individuel et qui a été publié par The Free Press en 2005.
En février 2009, Swensen a été nommé par le président Barack Obama, pour un mandat de deux ans au "conseil consultatif pour le redressement économique".
Dernières actualités sur David F. Swensen
Anciens postes connus de David F. Swensen
| Sociétés | Poste | Fin |
|---|---|---|
Yale University Endowment
 Yale University Endowment Investment Trusts/Mutual FundsMiscellaneous Since 1975, the Yale Corporation Investment Committee has been responsible for oversight of the Yale University Endowment. They are located in New Haven, Connecticut | Chief Investment Officer | 05/05/2021 |
| SCHRODERS PLC | Director/Board Member | 19/04/2005 |
Carnegie Institution of Washington
 Carnegie Institution of Washington Miscellaneous Commercial ServicesCommercial Services Carnegie Institution of Washington is engaged in providing technical and scientific research services. The company was founded by Andrew Carnegie in 1895 and is headquartered in Washington, DC. | Director/Board Member | - |
Yale-New Haven Hospital, Inc.
 Yale-New Haven Hospital, Inc. Hospital/Nursing ManagementHealth Services Yale-New Haven Hospital, Inc. provides health care services and medical courses. The firm’s clinical programs and services include advanced vascular imaging services, allergy and immunology, ambulatory services, bariatric surgery program, cardiac rehabilitation, dental services, dermatology services, diabetes and endocrinology, ear, nose & throat (otolaryngology), electrophysiology and cardiac arrhythmia service and interventional cardiology. The company was founded in 1826 and is headquartered in New Haven, CT. | Director/Board Member | - |
The Brookings Institution
 The Brookings Institution Miscellaneous Commercial ServicesCommercial Services The Brookings Institution provides research and policy solutions. The firm's activities are carried out through four research programs: economic studies, foreign policy studies, governance studies, and metropolitan policy. The company was founded in 1916 and is headquartered in Washington, DC. | Director/Board Member | - |
Formation de David F. Swensen
| Yale University | Doctorate Degree |
| University of Wisconsin | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| SCHRODERS PLC | Finance |
| Entreprise privées | 5 |
|---|---|
TIAA Real Estate Account
 TIAA Real Estate Account Investment Trusts/Mutual FundsMiscellaneous TIAA Real Estate Account is an insurance company, which offers individual and group accumulating annuity contracts. It also offers individual lifetime and term-certain variable payout annuity contracts including the payment of death benefits to beneficiaries. The company was founded on February 22, 1995 and is headquartered in New York, NY. | Miscellaneous |
Yale University Endowment
Yale University Endowment Investment Trusts/Mutual FundsMiscellaneous Since 1975, the Yale Corporation Investment Committee has been responsible for oversight of the Yale University Endowment. They are located in New Haven, Connecticut | Miscellaneous |
The Brookings Institution
The Brookings Institution Miscellaneous Commercial ServicesCommercial Services The Brookings Institution provides research and policy solutions. The firm's activities are carried out through four research programs: economic studies, foreign policy studies, governance studies, and metropolitan policy. The company was founded in 1916 and is headquartered in Washington, DC. | Commercial Services |
Carnegie Institution of Washington
Carnegie Institution of Washington Miscellaneous Commercial ServicesCommercial Services Carnegie Institution of Washington is engaged in providing technical and scientific research services. The company was founded by Andrew Carnegie in 1895 and is headquartered in Washington, DC. | Commercial Services |
Yale-New Haven Hospital, Inc.
Yale-New Haven Hospital, Inc. Hospital/Nursing ManagementHealth Services Yale-New Haven Hospital, Inc. provides health care services and medical courses. The firm’s clinical programs and services include advanced vascular imaging services, allergy and immunology, ambulatory services, bariatric surgery program, cardiac rehabilitation, dental services, dermatology services, diabetes and endocrinology, ear, nose & throat (otolaryngology), electrophysiology and cardiac arrhythmia service and interventional cardiology. The company was founded in 1826 and is headquartered in New Haven, CT. | Health Services |
