Capital Allocators – Inside the Institutional Investment Industry

Shundrawn Thomas - From Large Money Manager CEO to Social Impact Entrepreneur (Capital Allocators, EP. 293)

Jan 23, 2023

Shundrawn Thomas, Founder and Managing Partner of Copia Group and former President of Northern Trust Asset Management, shares insights on his transition to social impact entrepreneurship. He discusses his mission to address capital disparities in underserved markets and the importance of aligning investments with personal values. Shundrawn highlights the 'Copia Creed,' emphasizing compassion and equity in building a successful organizational culture. He also reflects on the value of mentorship and the uniqueness of his investment philosophy, aiming for long-term positive change.

48:23

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Episode guests

Shundrawn Thomas

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Episode notes

Intro

5min

From Asset Management to Social Impact

12min

Establishing Core Values for Organizational Success

3min

Investing in Underserved Markets

6min

Building Foundations in Investment Management

19min

Rationality and Impact: Lessons from Personal Experience

3min

Navigating Investment Blind Spots and The Allure of Contrarian Strategies

2min

Shundrawn Thomas is the Founder and Managing Partner of Copia Group, a new private investment firm that provides capital solutions to lower middle market companies and drives social impact. Shundrawn was a past guest on the show while in his prior seat as President of Northern Trust Asset Management, a leading global investment manager with over $1.3 trillion in assets. That conversation is replayed in the feed. This time around we pick up with Shundrawn's decision to leave Northern Trust, his mission at Copia, and transition from public company executive to budding entrepreneur. We discuss his plans for Copia across investment strategy, team building, capital raising, investment process, and social impact. We close with Shundrawn's vision for the next five years in his new venture. Access Stream by AlphaSense Free Trial For full show notes, visit the episode webpage here. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

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