Alan Forman – Yale Endowment Real Estate (EP.340)

Capital Allocators – Inside the Institutional Investment Industry · Sep 25, 2023 · 52m

Alan Forman is the former Director of Real Estate at the Yale Investments Office, where he spent 31.5 years before retiring last year. For three decades, Alan was one of the core four at Yale alongside David Swensen, Dean Takahashi, and Tim Sullivan. In his next chapter, he hung a shingle named Blue Orchard Capital, where he works with real estate managers to help them understand best practices in the industry.

In our conversation, Alan shares rare insight into Yale's investment operation and, in particular, highlights the consistent and essential importance of people and alignment in Yale's…