[REPLAY] - Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
Capital Allocators – Inside the Institutional Investment Industry
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Transitioning to Charitable Investing
This chapter explores the speaker's career shift from traditional buy-side investing to a focus on charitable efforts, emphasizing the professionalization of endowment and foundation management. It highlights the importance of strategic planning, collaboration, and building a robust network in crafting a diversified investment portfolio. The discussion also reflects on the necessity of adapting to a slower decision-making environment and the value of direct engagement with executives for informed capital allocation.
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