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13min chapter
[REPLAY] Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
Capital Allocators – Inside the Institutional Investment Industry
Managing Money for Charitable Causes
This chapter delves into the speaker's career progression on the buy side, focusing on their decision to manage money for charitable causes and the professionalization of endowment and foundation money management. They also discuss the transition from being a portfolio manager to working on the 'buy side' and the lessons learned in avoiding back-see driving.
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