Stanford University Lecture on Strategic Portfolio Management

SmartOrg’s CEO David Matheson gave a lecture on portfolio management at Stanford University. In this lecture, he covers key principles of portfolio management, prioritizing your portfolio, framing, and better decision-making, as well as his signature portfolio simulation.
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Connect with David Matheson on LinkedIn:
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About SmartOrg
Founded in 2000 and privately held, SmartOrg's strategic portfolio evaluation platform and associated services align innovation and finance to overcome conflict and drive breakthrough growth. SmartOrg's software is used by companies in a wide range of industries, including oil & gas, pharmaceuticals, engineered materials, consumer products, and agriculture. To learn more about SmartOrg, visit smartorg.com/

[@marusiakiseleva9761]

This lecture was truly brilliant! Thanks a lot

[@SmartOrgInc]

Glad you liked it! If any questions, please let us know.

[@lawrencehector2962]

Yeah, very brilliant

[@238-Media]

"Sometimes the person is important than ideas ".I hollered !

[@maxmuller4676]

slam, just like the crinkets are in the road right?!

[@hansaemzivat5507]

Incredibly to the point. Beautiful explanation.

[@SmartOrgInc]

Thank you for your feedback!

[@skdiamond]

Thanks. I liked how the simple examples demonstrated a number of portfolio management issues. In particular I liked how there wasn't a single right choice and that the correct answer depended on your organizations desires.

[@hayatahmadzai5511]

Wonderful lecture

[@SmartOrgInc]

Thank you!

[@phoebewang5245]

Thank you so much for the lecture which really help me.

[@SmartOrgInc]

You're welcome! Glad you found the content useful.

[@FleurOlivia]

Great lecture for beginners like myself

[@SmartOrgInc]

Glad you think so! Here are 2 free courses you may also benefit from: courses.smartorg.com/

[@MonsterMeatMac]

@@SmartOrgInc I got a 404 error trying to pull up the course link above. Are they no longer available?

[@SmartOrgInc]

@@MonsterMeatMac We no longer offer those courses. Here is our new Resources section. smartorg.com/resources/. At the bottom of the page is a professional development section. You may find the articles/videos there interesting.

[@robertobaquerizo7926]

Brilliant. Thank you.

[@SmartOrgInc]

You're very welcome! If you have any questions about the content, let us know.

[@tspark1071]

Great. Re the 2 dimension portfoilo matrix, the analogy is little confusing; bread & butter, white elephant, pearl, and oyster. Wouldn't it be more appropriate example?

[@SmartOrgInc]

This grid was developed in the 1990s and appears in the attached article from Research-Technology Management May-June 1994. See the graphic on page 41 (Pg. 4 of the PDF). bit.ly/36ZbNqZ

[@collinforgey6791]

How does he arrive at those expected values for each scenario??

[@somikraha2982]

Colin -- at the link smartorg.com/2014/03/portfolio-management-101/, check Slide 22. Does that answer your question? The tree is basically getting rolled back, by multiplying probabilities with the end point values.

[@collinforgey6791]

Somik Raha Okay I got, thank you Somik I appreciate that

[@alexandernunez3345]

It would be nice to have the power point of this presentation

[@emmanuelochiengokello5554]

What is the difference between what is discussed in this video, with the Boston Consulting Group Matrix? IThe two sound similar to me, except for the names used for the various projects eg Oysters/White Elephants/Pearls/Bread and Butter instead of Dogs, Cash cows, Question Marks and Stars?

[@ltrinhmuseum]

Those themes can be interpreted very differently depending on the audience. Cash Cows sounds so much better than Question Marks. However, the talk demonstrates that might not always be the case.

[@tomislavcosic4185]

It is the equivalent to the BCGM with different terminology.

[@henrybakky7523]

Quite an elaborating lecture of high standard

[@spiderboy7609]

Awesome

[@ashlyansalam]

EXCELLENT

[@raymondhou4583]

Love this. Wonderful

[@CoreyGoldwaves]

This talk was a little long winded and a bit dry...but I got some good points from it.

[@SmartOrgInc]

It's of an academic nature; however, we're glad you received some good points. If you have any additional questions, please let us know.

[@marcoa.mongalojr.4038]

Excellent lessons I learned. Thanks

[@courtneycasseymullins6602]

The content is good

[@angstrom1058]

Throw "Strategic" on the front (of anything) and call it good.

[@sarakls3]

Thanks a lot :)

[@sergecanepa1971]

Doesn’t even talk about portfolios

[@SmartOrgInc]

This is a discussion on product portfolios in the innovation space. Here's a link for more information on this topic: smartorg.com/strategic-portfolio-management/