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Session 6: Investment Frameworks – May 10th, 2022

Come prepared to share you answer to the following questions:

  1. What best practice can help others in the cohort across each of the following:
    • Governance
    • Sourcing
    • Due Diligence
    • Portfolio Construction
    • Increment Value Added
  2. What is your biggest personal and professional pet peeve?

Over the next week, practice the following:

  1. Review materials of CAU2
  2. Review extra sessions in Negotiations and Public Speaking
  3. Read compilation of best practices from today’s Roundtables


  • Inside the Yale Model
  • Governance/Roundtable Discussion
  • Sourcing/Roundtable Discussion
  • Due Diligence/Roundtable Discussion
  • Portfolio Construction/Roundtable Discussion
  • Value Added/Roundtable Discussion

Slide Deck:

(Click to download)

Lecture Replay:

Q&A Replay:


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