Capital Allocators – Inside the Institutional Investment Industry [REPLAY] - Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
Dec 19, 2022
Ana Marshall, the Vice President and Chief Investment Officer at The William and Flora Hewlett Foundation, shares her wealth of experience managing $10.5 billion. She dives into her passion for investing, discussing her transition from high-yield credit to charitable investing. Ana highlights the cultural dynamics that shape global investment strategies and the importance of mentorship. She also provides insights on rebuilding a real estate portfolio and emphasizes the value of collaboration and trust within investment teams.
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Early Interest in Investing
- At 13, Ana Marshall analyzed shopping trends at malls instead of simply shopping.
- This sparked her lifelong passion for investing and business.
Absorb from the Greats
- Absorb knowledge from experienced professionals early in your career.
- Find mentors willing to answer your questions and guide your development.
Conviction-Based Investing
- Gain deep knowledge, recognizing when you lack sufficient understanding.
- Avoid investments lacking conviction, as it prevents doubling down during dips.