Investment Management Operations

Shaun Ng, COO – Cleveland Clinic Investment Office (EP.17)

Jan 2, 2024
Guest
Shaun Ng
Shaun Ng, Managing Director at Cleveland Clinic Investment Office, discusses creating an investment office from scratch and collaborating with the hospital's analytics team to build dynamic data sets. They talk about challenges, metrics, custodial relationships, data accuracy, risk mitigation, building liquidity, and making tough decisions during crises. They also provide advice for emerging investment offices.
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Episode notes
1
Introduction
00:00 • 4min
2
Building a Sophisticated Investment Office from Scratch
03:57 • 18min
3
Metrics and Dashboards for Financial Monitoring
21:30 • 9min
4
Current Activities, Onboarding, and Portfolio Restructuring
30:03 • 3min
5
Interactions Between Ops Team and Investment Team
32:40 • 2min
6
Ensuring Data Accuracy and Mitigating Risk
34:21 • 3min
7
Building Liquidity and Trust: Navigating Challenges and Making Tough Decisions
37:37 • 9min
8
Advice for an Emerging Investment Office
46:10 • 2min