Scott Wilson: Inside WashU's Endowment Fund | SpaceX Made Up 20% of Our AUM | Why Europe and China Has So Much Opportunity

Scott Wilson is the CIO of WashU, one of the best-performing endowment funds in the world. Under his leadership, Scott has grown the endowment from $8BN to $19BN today. At one point, SpaceX was over 20% of the entire value of the endowment.

In Today's Show:

• How WashU Built One of the Best-Performing Endowment Portfolios in the World

• Scott Wilson's Investment Playbook: Concentration, Conviction and Compounding

• Why Scott Sold Over 75% of WashU's Portfolio When He Joined

• How Should You Allocate a $20 Billion Endowment Between Publics and Privates?

• How WashU Finds Direct Investments That Other LPs Miss

• How WashU Made Billions From SpaceX and Kept Holding

• Why Concentration Limits Are Killing Venture Returns

• Scott's Biggest Investing Mistake

• How Much Diversification Does a $20 Billion Endowment Really Need?

• Why Mega Funds Don't Work for WashU's Investment Strategy

• How WashU Gets Into the Best Companies Before Everyone Else

• Are Private Market Valuations Now Completely Detached From Reality?

• Why Half of Today's AI Companies Could Disappear in 10 Years

• When Should LPs Sell Their Biggest Winners After an IPO?

• Why Scott Wilson Walked Away From Sequoia Capital

• The Number One Reason WashU Fires Venture Managers

• Should LPs Forgive VCs for Deploying Their Funds in Just 18 Months?

• Is the AI Boom Heading for a Massive Shakeout?

• Why European Companies Are So Much Cheaper Than US Companies

• Why WashU Still Believes China Is a Great Place to Invest

• Is Government Overreach Actually Worse in the UK Than China?