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June 17, 2026 | 53 min 11 sec
Stephen Chase, Associate Director of Investments at Drexel University, joins host Robert Morier to discuss how a lean three-person team oversees approximately $1.25 billion across the university's endowment and investment portfolio. Stephen shares his unconventional path from studying anthropology to institutional investing, and how qualitative thinking shapes his approach to manager due diligence, portfolio construction, and risk management. The conversation covers private markets, real assets, AI's growing role in investment operations, and what it really takes to deploy and steward long-term capital inside a modern university investment office.
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