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?

• Required Prep:
  • Watch Scott Malpass, Notre Dame Case Study
  • Watch Stephen Gilmore, NZ Super Case Study

• Suggested Prep:
  • Read Capital Allocators, Chapters 6 and 8
  • Read MIT 10 Year letter
  • Read Pioneering Portfolio Management
  • Listen to Capital Allocators podcast with Scott Malpass
  • Listen to Capital Allocators podcast with Matt Whineray
  • Listen to Ted on Free Money podcast
  • Visit NZ Super Fund website

Homework:
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

Agenda:

• 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)