Podcast artwork thumbnail for The Investment Office by Ivy Invest

The Investment Office by Ivy Invest

Matt Pauker, Wendy Li

Booking Overview

The Investment Office pulls back the curtain on how major university endowments and foundations build portfolios—focusing on portfolio construction, investment selection, and market risk. It’s a strong booking target for experts who can translate institutional investing and due diligence into practical, research-backed insights.

Metrics

Episodes: 16

Frequency: Irregular

Rating: 5.0/5.0

Estimated listeners: 100 - 1,000

Gender skew: Neutral

Listener location: USA

Contact Information

Publicly listed emails

support@ivyinvest.co

hello@ivyinvest.co

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

Host

Matt Pauker - CEO of Ivy Invest. Leads the firm’s efforts to provide insights into how institutional endowments and foundations approach portfolio building, investment selection, and market risk. Co-hosts discus...

Wendy Li - Chief Investment Officer at Ivy Invest. Previously Managing Director at the $4B Mother Cabrini Health Foundation, bringing experience in endowment/foundation-level portfolio management and investme...

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
Institutional investing professionals with deep expertise in portfolio construction, public markets investing/short research, alternative investments, or investment research; founders/CEOs of investment firms, CIO/Chief Risk roles, or prominent research investors with a track record of credible analysis and notable outcomes (e.g., delistings, activist campaigns, or widely recognized reports).
Required Achievements:  
Leading an investment firm known for research-driven investing, Published research influential to public markets, Demonstrated ability to identify material mispricing or risk, Experience managing or advising on institutional portfolios (endowment/foundation or equivalent)

Recent Guest Discussions

Carson Block - Framework For Identifying Short Opportunities; Common Mistakes By Short Sellers; Why He Publishes Research Publicly; Risk Management Approach; Ai-related Concerns

Recent Topics

Endowments, Foundations, Portfolio, Investing, Hedge Funds

Episodes

Here's the recent few episodes on
The Investment Office by Ivy Invest
:

E16: Smart Isn't Enough

September 11, 2026

Would you hand your money to a 24-year-old who'd never run a hedge fund? A lot of very smart people did — and it worked, until it didn't.Wendy and Matt look at the rise and near-implosion of Situational Awareness as a case study in how institutional investors actually evaluate managers, and why being brilliant at picking stocks isn't the same as being able to run a portfolio.Referenced essay: "Situational Awareness" (Leopold Aschenbrenner, June 2024): https://situational...

E15: To DCA or Not To DCA, That Is The Question

May 08, 2026

What would you do if you had $1 billion to invest in stocks? In 2019, Wendy faced that question — and the math said invest all at once. They didn't. Wendy and Matt on lump sum vs. DCA, why it's not market timing, and how the framework flips for private markets.Wendy's full post on DCA theory vs. practice: https://askacio.ivyinvest.co/p/theory-vs-practiceLearn more about Ivy Invest: https://ivyinvest.co

E14: Two Decades of CIO Wisdom

April 22, 2026

Not many people have built three institutional investment offices from scratch. Colin Ambrose has – he's the show's first LP guest, and also Wendy's longtime mentor. They discuss what endowment investing actually is, how institutional investors evaluate risk, and the one due diligence question Colin asks every fund manager.Learn more about Ivy Invest: https://ivyinvest.co

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Frequently asked questions

Here's some frequently asked questions for
The Investment Office by Ivy Invest
:

How do I get in touch with The Investment Office by Ivy Invest?

The Investment Office by Ivy Invest is hosted by Matt Pauker and Wendy Li. Its publicly listed emails are support@ivyinvest.co and hello@ivyinvest.co. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for The Investment Office by Ivy Invest?

The publicly listed emails for The Investment Office by Ivy Invest: support@ivyinvest.co and hello@ivyinvest.co.

How many listeners does The Investment Office by Ivy Invest have?

Podseeker estimates The Investment Office by Ivy Invest reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for The Investment Office by Ivy Invest?

The Investment Office by Ivy Invest typically books industry leaders. Typical guest background: Institutional investing professionals with deep expertise in portfolio construction, public markets investing/short research, alternative investments, or investment research; founders/CEOs of investment firms, CIO/Chief Risk roles, or prominent research investors with a track record of credible analysis and notable outcomes (e.g., delistings, activist campaigns, or widely recognized reports). Common among recent guests: Leading an investment firm known for research-driven investing; Published research influential to public markets; Demonstrated ability to identify material mispricing or risk. Recent guests include Carson Block.

How hard is it to get booked on The Investment Office by Ivy Invest?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does The Investment Office by Ivy Invest cover?

Recent episodes cover Endowments, Foundations, Portfolio, Investing, and Hedge Funds. Pitch an idea tied to one of these topics and mention a recent episode.

Publicly listed emails

support@ivyinvest.co

hello@ivyinvest.co

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

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