Capital Allocators – Inside the Institutional Investment Industry Shannon O’Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
45 snips
Mar 10, 2025 
Shannon O’Leary is the Chief Investment Officer of the St. Paul & Minnesota Foundation, managing $1.8 billion with a focus on community impact. She discusses the power of relationship-driven investing and candid communication. Shannon shares her transition from for-profit to philanthropy, emphasizing trust-building after staff changes. She reveals insights from bringing her daughter to manager meetings, highlighting the value of diverse perspectives. Lastly, she navigates the challenges of private market investing and outlines her personal aspirations.
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Formative Experience
- Shannon O'Leary's father, a researcher, was diagnosed with a degenerative frontal lobe dementia.
- This experience significantly shaped her perspective on life and work, emphasizing the importance of honesty and presence.
Mortality Awareness
- O'Leary's early experience with loss fostered a strong awareness of mortality.
- This influenced her communication style, prioritizing directness and honesty.
Executive Presence Tip
- Observe body language to identify discomfort or disengagement in an audience.
- Provide direct feedback, encouraging speakers to take up more space and project confidence.