Episodes: 16
Frequency: Irregular
Rating: 5.0/5.0
Estimated listeners: 100 - 1,000
Gender skew: Neutral
Listener location: USA
Publicly listed emails
support@ivyinvest.co
hello@ivyinvest.co
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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...
Carson Block - Framework For Identifying Short Opportunities; Common Mistakes By Short Sellers; Why He Publishes Research Publicly; Risk Management Approach; Ai-related Concerns
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
Treussard Talks. · Medium booking difficulty · 100 - 1,000 listeners
Flyover Stocks · Medium booking difficulty · 100 - 1,000 listeners
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.
The publicly listed emails for The Investment Office by Ivy Invest: support@ivyinvest.co and hello@ivyinvest.co.
Podseeker estimates The Investment Office by Ivy Invest reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
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.
Medium. Guests usually need solid credentials in the topic and an idea that fits the show.
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
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