Shannon O’Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
Capital Allocators – Inside the Institutional Investment Industry
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Rebuilding Trust in Investment Organizations
This chapter explores the challenges of restoring relationship capital within an investment organization following significant staff turnover. It emphasizes the transition from a consultant-driven model to a team-led approach, highlighting the necessity of effective communication and trust-building among board members. Key topics include a restructured investment policy focused on growth assets, risk management strategies, and the importance of fostering non-transactional relationships with investment managers.
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