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Capital Allocators – Inside the Institutional Investment Industry

Sep 25, 2023

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 strategy. We walk through how he applied the process to the real estate asset class and how he’s looking to help the next generation of great real estate managers in his post-Yale endeavors.

For full show notes, visit the episode webpage here.

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