Ellen Ellison

In this discussion, Ellen Ellison, the Chief Investment Officer of the University of Illinois Foundation, shares her journey from theater aspirations to leading a $1.7 billion investment program. She details the challenges of starting an endowment from scratch, emphasizing governance and timing in a volatile market. A highlight is her insights into agriculture investing, focusing on high-tech innovations and sustainability. Ellen also explores the potential in Japanese equities and shares personal reflections on sports and leadership, illustrating the importance of curiosity and adaptability.

Rashmi Kwatra, Founder and CIO of Sixteenth Street Capital, delves into the dynamic investment landscape of South and Southeast Asia. She shares insights on transitioning from China to India, emphasizing due diligence and strong partnerships. Growing up in a Thai Indian family shaped her unique approach, particularly as a woman in finance. The conversation also touches on long-term investment strategies, balancing growth with valuation discipline, and her emerging passion for tennis as a metaphor for dedication and learning.

Join Ellen Ellison, former Chief Investment Officer of the University of Illinois Foundation, and Jonathan Brolin, founder of Edenbrook Capital, as they dive into the world of unconventional investments. They discuss the importance of trusting non-traditional managers and the lessons learned from investment mistakes. Brolin draws fascinating parallels between baseball and investing, emphasizing patience and analysis. They also explore strategies for building investor credibility, navigating market downturns, and fostering long-term partnerships for growth.