Michael Lukasek, Managing Director – University of Pennsylvania (EP.26)
Investment Management Operations
00:00
Navigating Growth and Challenges in Investment Operations
This chapter explores the evolution of the Penn Endowment team, detailing their expansion, adoption of technology like Dynamo, and maximizing relationships with service providers and external groups. It emphasizes the importance of research, networking, and operational due diligence in investment management. The chapter also discusses initiatives in ESG, diversity, and inclusion efforts, along with the challenges and progress in achieving diversity within the investment industry.
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