The Need for Structured Data in EDI and Portfolio Analysis

Stephanie Withers is the Head of Investment Operations at the WK Kellogg Foundation Investment Office, an $8 billion private foundation.

I really enjoyed Stephanie’s authenticity to make the world and her investment office a better place. We cover their initiatives on DEI in what they call their Expanding Equity Program. This program is unique in that others can access it at no cost. We then to turn to their tech stack, the importance of business process mapping, and how their annual operations survey identifies and prioritizes change management in full partnership with the investment team.  

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