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Wendy Li is Ivy’s President and Chief Investment Officer. Before founding Ivy, she spent her career as an institutional investor managing billions of dollars for some of New York’s largest endowments and foundations.

Most recently, Wendy was Managing Director of Investments at the Mother Cabrini Health Foundation, where she developed the foundation’s investment strategy, sourced and executed investments across asset classes, and exercised day-to-day management over a $4B portfolio. Prior, Wendy held similar responsibilities at UJA-Federation of New York and the Investment Office of the Metropolitan Museum of Art.

Big institutions like university endowments don’t just invest in stocks and bonds. They take advantage of being long-term investors to invest in a wider range of assets, including private equity, private credit, real estate, and hedge funds. These asset classes have historically offered better risk-adjusted returns, but have been off-limits to most individual investors.

We’re on a mission to change that. We’ve built the first diversified, endowment-style fund for all investors, combining an active asset allocation approach with best-in-class funds across each asset class. It’s time for your portfolio to get an upgrade.