Webinar

The 60/40 Allocation You’ve Been Told is B.S.!

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Why do individual investors build their portfolios so differently from the “professionals”, aka institutional investors? Watch our on-demand presentation which explores:

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    What are the allocation strategies of institutional investors, endowments, and pension funds?
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    What lessons can individuals learn from these professional approaches and allocations?
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    Why should you be looking to invest like these professionally-managed portfolios?

We also discussed the risk, return, and access of the venture capital asset class. The conversation was led by Blue Ivy Ventures Managing Partner David Shapiro and Senior Principal Yev Gelfand. Blue Ivy Ventures is Alumni Ventures’ fund for Yale alumni and friends of the community.

Note: You must be accredited to invest in venture capital. Important disclosure information can be found at av-funds.com/disclosures

To learn more, click below to review fund materials or book a call with a Senior Partner.

About your presenters

David Shapiro
David Shapiro

Management Partner, Blue Ivy Ventures

David has over 25 years of experience as an investor, adviser, and board member, with expertise across early- and late-stage venture capital. Before joining Blue Ivy, David was Senior VP of Corporate Development and Business Development for DataXu, a marketer-aligned data and analytics company. Prior to his time at DataXu, he was a Director with the global venture and private equity firm 3i, including board directorships with ten companies. He also worked in the private equity group at GE Asset Management, where he specialized in late-stage venture and growth capital opportunities. David received his BA in History from Yale in 1991 and an MBA from the Tuck School of Business at Dartmouth in 2000.

Yevgeny Gelfand
Yevgeny Gelfand

Senior Principal, Blue Ivy Ventures

Prior to joining Blue Ivy, Yevgeny spent 15 years as a serial innovator at BlackRock. He was part of the original “skunkworks” team that conceived and seeded PennyMac Mortgage (exited successfully via IPO). He was also a founding member of the Financial Markets Advisory group (over $2 billion in cumulative revenue), which advised the Federal Reserve, U.S. Treasury, and over a dozen foreign governments. Yevgeny separately founded and led the Risk Advisory practice, coupling proprietary SaaS technology with investment consulting to grow the business from zero to over $1 trillion in assets under advisory. Internationally, Yevgeny drove the expansion of BlackRock in India — growing the employee base from 45 to 1,500 in two years — and the Middle East. He also participated in BlackRock’s first-ever Global Innovation Summit, where he incubated a new type of retirement product. Prior to BlackRock, Yevgeny conceived, prototyped, and patented a new design for the internal combustion engine. He is a CFA charterholder and holds the Chartered Alternative Investment Analyst (CAIA) designation, in addition to several FINRA regulatory licenses (series 7, 24, and 63). Yevgeny received his BA in Economics and Biomedical Engineering from Yale University.

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