Capital Allocators – Inside the Institutional Investment Industry REPLAY - Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)
Aug 19, 2019
Margaret Chen, Head of CA Capital Management at Cambridge Associates, shares her two decades of experience in the investment world. She discusses her transition from management consulting to investment leadership, emphasizing the unique proposition of OCIOs. Margaret highlights the significance of custom strategies in asset allocation and balancing client needs with innovation. She also reflects on the evolution of consulting’s role in investment management and the importance of foundational experiences from her immigrant roots.
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Unexpected Path to Investing
- Margaret Chen's career path was serendipitous, starting with a political science focus at Yale.
- Three people recommended Cambridge Associates to her on the same day, leading to her 20-year career there.
Evolving Investment Landscape
- The investment world has changed significantly, impacting the consulting model and client needs.
- The old apprentice model is less common due to technology and investment changes.
Effective Communication
- Understand and appreciate your audience to effectively communicate investment ideas.
- Tailor your communication style to individual preferences, considering visual, analytical, or other approaches.