Wendy Li

Wendy Li leads investment strategy at Ivy Invest, where she is building an endowment-style portfolio that combines traditional and alternative investments for individual investors. Previously, she managed institutional portfolios at New York endowments and foundations, including the Mother Cabrini Health Foundation, where she oversaw a roughly $4 billion portfolio.

Career

Cosigned byLoading...

CosignedSign in to view

Based in: New York City

Ivy Invest

Jul 2023 — Present

Co-Founder and Chief Investment Officer

Products & media

themebfabershow.com

Wendy Li on How To Invest Like Elite Endowments

A conversation about endowment investment principles, portfolio construction, risk and liquidity, and Ivy Invest’s approach to broadening access to alternatives.

Media appearance

askacio.ivyinvest.co

Diversification is Back

Li explains why Ivy Invest uses a total-portfolio approach combining traditional and alternative investments, and considers how institutional portfolios navigate market conditions.

Writing

eisneramper.com

Endowment Style Investing

Li discusses Ivy Invest’s endowment-style fund and draws on her experience across institutional investment offices.

Media appearance

asiantechcollective.com

Meet Wendy Li: Building “Endowment-Style” Investing for Individuals at Ivy Invest

A conversation about translating institutional investing practices into an investment product for individuals, including risk and governance.

Media appearance

doinggroundwork.com

How Institutional Investors Think and What Emerging Managers Must Know

Li discusses how institutions evaluate emerging managers, investment decision frameworks, and technology’s role in access to alternatives.

Media appearance

cupofzhou.com

Uncompensated Risks in VC

A podcast conversation about institutional investing, venture risk, and applying an endowment-style approach to individual portfolios.

Media appearance

Profile name

Company name

Company name

Profile name

Company name

Company name

Profile name

Company name

Company name

Profile name

Company name

Company name

Profile name

Company name

Company name

Wendy Li

Ivy Invest

Products & media

Wendy Li on How To Invest Like Elite Endowments

Diversification is Back

Endowment Style Investing

Meet Wendy Li: Building “Endowment-Style” Investing for Individuals at Ivy Invest

How Institutional Investors Think and What Emerging Managers Must Know

Uncompensated Risks in VC

Curated Lists

List Inclusions