Capital Allocators – Inside the Institutional Investment Industry

[REPLAY] - Meredith Jenkins – A Path to Trinity (Capital Allocators, EP.31)

Sep 27, 2021
Meredith Jenkins, Chief Investment Officer of Trinity Wall Street, shares her journey in institutional investing, overseeing a $5.5 billion endowment. She discusses early career lessons from Goldman Sachs and her time at Carnegie Corporation. The conversation touches on the importance of aligning interests, navigating co-CIO dynamics, and strategic decisions in real estate, particularly with a focus on social justice. Jenkins emphasizes the need for diverse perspectives in investment strategies while addressing the complexities of managing emotions in a church setting.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
ANECDOTE

Early Roadshow Experiences

  • Meredith Jenkins gained early investment experience at Goldman Sachs, working on roadshows and observing manager interactions.
  • She learned about investor skepticism and the demanding nature of taking companies public.
INSIGHT

Value Investing as Thesis Building

  • Sanford Bernstein's value-oriented approach resonated with Meredith Jenkins' analytical mindset.
  • She viewed stock analysis as constructing and proving a thesis, aligning with her background as an English major.
ANECDOTE

Shift to Multi-Asset Allocation

  • Meredith Jenkins' shift to multi-asset allocation stemmed from an internship at Cambridge Associates during her time at HBS.
  • Observing manager meetings and portfolio-level thinking resonated more with her than individual stock analysis.
Get the Snipd Podcast app to discover more snips from this episode
Get the app