18min chapter

Capital Allocators – Inside the Institutional Investment Industry cover image

Shannon O’Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)

Capital Allocators – Inside the Institutional Investment Industry

CHAPTER

Insights from Family in Business

This chapter recounts an enlightening experience of bringing the author's daughter to manager meetings, which transformed communication dynamics and revealed deeper insights about the managers. It emphasizes the value of involving diverse perspectives to foster transparency and accountability in investment discussions. The chapter also highlights lessons learned related to risk oversight and the importance of effective succession planning within management teams.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode