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[WEBINAR] Cancelled - Wisdom from a Legendary Investor: Planning Ahead in Uncertain Times with Charley Ellis

[WEBINAR] Cancelled - Wisdom from a Legendary Investor: Planning Ahead in Uncertain Times with Charley Ellis

by Yale SOM Alumni Community


Wed, 29 Apr 2020

11:45 AM – 12:45 PM EDT (GMT-4)

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Amidst the COVID-19 pandemic, much about the long-term consequences, societal impacts, and timeline for recovery following this global tragedy remain unknown. In the face of a global economic slowdown, ten years of economic growth in the United States have ended, and across the world markets have dropped precipitously. 

The Yale SOM community is invited to join Charley Ellis YC ‘59 for a talk titled, “Wisdom from a Legendary Investor: Planning Ahead in Uncertain Times.” Mr. Ellis will share lessons learned from more than three decades as the managing partner of Greenwich Associates, the international strategy-consulting firm he founded in 1972 and 25 years of consulting with wealthy families, large endowments and Sovereign Wealth Funds around the world. He will also share his outlook for the future and tips he has for planning ahead during uncertain times. Questions welcomed. Registration required.

When: Wednesday, April 29, 2020 | 11:45am ET

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Charles D.  Ellis ’59 B.A.'s profile photo

Charles D. Ellis ’59 B.A.

Former Managing Partner

Greenwich Associates

Charles D. Ellis serves as a consultant on investing to large institutional investors, government organizations, and wealthy families.

His professional career centered on three decades with Greenwich Associates, the international strategy consulting firm he founded in 1972. Recognized worldwide for the proprietary research which informs its consulting, the firm grew in the 30 years he was Managing Partner to serve the leading firms in over 130 professional financial markets around the world. Services to the investment profession include: Chair and two terms as governor of the profession’s CFA Institute and an associate editor of both The Journal of Portfolio Management and the Financial Analysts Journal. He is one of only 12 individuals honored for lifetime contributions to the investment profession and is a member of The American Academy of Arts and Sciences.

Mr. Ellis chairs the Whitehead Institute for Biomedical Research, where he also chairs the investment committee. He serves as a member of the Yale SOM Board of Advisors and now serves as Chair of the Board of Advisors at Yale Nursing. He has previously served as a successor trustee of Yale University, where he chaired the investment committee; a director of the Vanguard group of mutual funds; as a trustee of the Robert Wood Johnson Foundation, where he chaired the finance committee; as trustee of Phillips Exeter Academy and Eagle Hill School; and as an Overseer of the Stern School of Business at New York University. Mr. Ellis has also served on the Visiting Committee of the Harvard Business School, where he received the Alumni Achievement Award.

The author of 17 books, including Winning the Loser’s Game (McGraw-Hill), Falling Short (Oxford), What It Takes (John Wiley), The Partnership: The Making of Goldman Sachs (Penguin), Joe Wilson and the Creation of Xerox, CAPITAL, and with Burt Malkiel, Elements of Investing (all John Wiley & Sons). His most recent book, The Index Revolution, came out in September 2016 (Wiley). Mr. Ellis has written over 150 articles for business and professional journals. His article “The Loser’s Game” won the investment profession’s Graham & Dodd award. Joe Wilson was selected as one of the best business books of 2006.


Vinnie  Caruso '20's profile photo

Vinnie Caruso '20

Vinnie is a second-year MBA candidate at the Yale School of Management, where leads the Impact Investing Club, writes for Conservation Finance Network, is a Teaching Assistant, and is an active member of the PE/VC, MIINT, and cycling communities.

During the summer, Vinnie worked as a Summer Associate at DBL Partners, an impact venture capital firm deploying a $400M impact fund focused on clean tech, information technology, and sustainable products. Prior to Yale, Vinnie was a philanthropy consultant at CEA Consulting. At CEA, he helped foundations and development banks allocate funding, engage with grantee portfolios, and design programs to address climate change, ocean conservation, renewable energy, and clean transportation. Before CEA, Vinnie was a Senior Analyst at Cornerstone Research, an economic consulting firm, where he conducted statistical analyses in the finance and securities practice areas.

Vinnie graduated with distinction from the University of Michigan with a dual B.A. in economics and international studies.


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