Facing a Financial Squeeze: What Harvard’s Response Can Teach the Rest of Us
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How can we apply the same emergency measures that Harvard and other universities are using to navigate a financial crisis? Also, how universities invest their endowments and what their performance has been.

Topics covered include:

• What has led to the financial crisis at Harvard
• What actions has the university taken
• How do endowments invest and spend their funds
• How endowments maintain intergenerational equity
• How we can apply the principles universities use in our own investing

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Show Notes

Letter Sent to Harvard 2025-04-11—Harvard)

Harvard Response 2025-04-14—Harvard)

Trump Administration Will Freeze $2 Billion After Harvard Refuses Demands by Vimal Patel—The New York Times)

Should Harvard Be Tax Exempt? by The Editorial Board—The Wall Street Journal)

Fact Sheet: President Donald J. Trump Reforms Accreditation to Strengthen Higher Education—The White House)

At Grim Town Hall, Harvard Medical School Leaders Tell Staff to Expect Layoffs and Far-Reaching Cuts by Avani B. Rai and Saketh Sundar—The Harvard Crimson)

Can Harvard Use Its Endowment To Make Up For Federal Cuts? It’s Possible, but Not That Simple. by Avani B. Rai and Saketh Sundar—The Harvard Crimson)

Yale Weighs $850 Million Bond Sale Amid Trump’s Higher Education Attack by Elizabeth Rembert and Amanda Albright—Bloomberg)

Yale seeks to sell billions in private equity investments as political pressures from Trump mount by Liese Klein—CT Insider)

2024 NACUBO-Commonfund Study of Endowments—NACUBO)

Endowments Face Liquidity Crunch Amid Market Pullback, Funding Cuts by Matt Toledo—Chief Investment Officer)

Big investors borrow against private equity holdings amid cash crunch by Amelia Pollard and Antoine Gara—The Financial Times)

Related Episodes

402: Why Student Debt Is So High and Forgiving It Doesn’t Fix the Problem)

245: Is College Worth It?)

180: Can You Outperform Harvard’s Endowment?)

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