Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
Jan 8, 2024
Ana Marshall, Vice President and Chief Investment Officer at The William and Flora Hewlett Foundation, shares her journey overseeing a $10.5 billion portfolio. She discusses her passion for investing, the nuances of managing charitable funds, and learning from mistakes. Topics include the evolution of investment strategies, the importance of cultural perspectives in global markets, and fostering effective team dynamics. Ana emphasizes trust and collaboration while navigating risk and asset management, along with valuable life lessons from her travel experiences.
51:10
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Quick takeaways
- Ana Marshall has a lifelong passion for investing and emphasizes the importance of knowing as much as possible and having conviction in investment decisions.
- Anna Marshall values diversity of thought, collaboration, and continuous learning within her investment team to make the best investment decisions.
Deep dives
Anna Marshall's passion for investing from a young age
Anna Marshall developed a strong interest in investing and managing money at the age of 13. She immersed herself in learning about fixed income, bonds, and capital preservation. By the time she went to college, she knew exactly what she wanted to do.
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