Capital Allocators – Inside the Institutional Investment Industry cover image

Capital Allocators – Inside the Institutional Investment Industry

Muthu Muthiah - Inefficiency and Innovation at CHOA (EP. 339)

Sep 18, 2023
Muthu Muthiah, the Chief Investment Officer of Children’s Healthcare of Atlanta, oversees a $6 billion capital pool and brings over twenty years of experience in finance. He shares insights on his unique journey from a nomadic childhood to investment leadership. Muthu discusses portfolio strategies, emphasizing efficiency, innovation, and the complexities of asset allocation. He also explores the impact of COVID on his investment strategy and navigates the challenges posed by geopolitical tensions, particularly in healthcare and technology sectors.
52:11

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Understanding the people aspect in finance is crucial for success in the institutional investment industry.
  • Children's Healthcare of Atlanta's portfolio framework prioritizes concentration, inefficiency, and innovation in sourcing assets.

Deep dives

The importance of clear communication and transparency in building partnerships with institutional investors.

Building partnerships with institutional investors is crucial in an environment where allocators face more questions than answers. Janice Henderson Investors, with its commitment to collaboration, insights, and transparency, aims to help clients generate desired investment outcomes.

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