
REPLAY - Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating a Career in Investment Management
This chapter explores Margaret's career evolution from academia to the investment sector, highlighting her background in political science and pivotal experiences at prestigious institutions. It discusses the roles of outsourced chief investment officers (OCIOs) and the complexities of asset allocation while balancing client needs with innovative solutions. Personal anecdotes illustrate how her journey shaped her approach to investing, emphasizing the significance of communication, understanding diverse client challenges, and careful financial management.
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