Shannon O’Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
Capital Allocators – Inside the Institutional Investment Industry
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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