The Don't Get Fired Podcast by Stanford Long-Term Investing
Ashby
In the coming decade, we will need long-term investors to innovate to meet their return objectives, as well as deliver a range of positive externalities to the world. This podcast will seek to showcase how leaders of long-term investors can innovate without getting fired. Ashby Monk and Daniel Adamson interview investment professionals working in long-term investors about the big innovations they have accomplished.
Episodes
Mentioned books
Jul 26, 2024 • 53min
AIMCo's Kevin Bong: Delivering Clients Everything Everywhere (Almost) All At Once
Kevin Bong, the Chief Investment Strategist of the Alberta Investment Management Corp, known for his client-centric investment strategies, shares insights on his innovative 'Multi-Model Model.' He discusses the importance of collaboration in pension funds and how technology enhances customized portfolios. Bong emphasizes transforming infrastructure for better client delivery and draws intriguing parallels between investment management and orchestral music, spotlighting adaptability and teamwork as key elements for success.
Jun 26, 2024 • 43min
CalSTRS Christopher Ailman: Pioneering a Range of Innovation Programs
Send us a textAfter 24 years as Chief Investment Officer of the California State Teachers’ Retirement System, Chris shares his reflections (just days before he retires) on a remarkable career bringing innovation to public pension funds, with particular focus on his experience building three different "innovation labs" inside CalSTRS.
May 29, 2024 • 47min
CalPERS Michael Cohen: Building A Talent Pipeline From Universities To Public Pensions
Send us a textThe Chief Operating Investment Officer of The California Public Employees Retirement System explains how he invented the Long-Term Investor Fellowship - with a certain neat-o team from Stanford University - to build a new and unique talent pipeline from universities to public pensions.
Apr 18, 2024 • 44min
OCERS Molly Murphy: The Public Pension Approach To The Innovation Economy
Molly Murphy, Chief Investment Officer of the Orange County Employees Retirement System (OCERS), shares her expertise in navigating the venture capital landscape. She discusses innovative strategies for public pension funds to engage with the evolving innovation economy. The conversation highlights the unique cash flow dynamics of OCERS, the need for collaboration with consultants, and how to overcome challenges in aligning pension investments with venture capital. Molly emphasizes the importance of building relationships to achieve sustainable returns and foster innovation.
Jan 19, 2024 • 35min
Spencer's Laura Glick: The Education Endowment Eschewing The Endowment Model
Send us a textThe Chief Investment Officer of The Spencer Foundation Endowment explains the power of evidence-based decision-making and the value of a talented board in selecting an investment model for their endowment that is NOT the Endowment Model.
Dec 3, 2023 • 34min
PPF's Barry Kenneth: Bold Moves, Big Returns, Bigger Mandate
Send us a textThe Chief Investment Officer of the UK's ~$48B Pension Protection Fund offers details on the fund's dynamic capabilities, which has driven significant over-funding and a recent expansion of the fund's mandate.
Nov 9, 2023 • 35min
REST's Simon Esposito: To $750M in Impact Investments and Beyond!
Send us a textThe Deputy-Chief Investment Officer of Australia's Retail Employees Superannuation Trust (REST) offers details on the process by which REST designed, approved, and began implementing its new 1% allocation, or around $750M and growing, to impact investments.
Oct 31, 2023 • 36min
NYC BERS' Sanford Rich: Reinventing ALM via Academic Partnership
Send us a textThe Executive Director of New York City's Board of Education Retirement System reflects on his plan's 101-year path to reinventing asset-liability modeling via a unique partnership with academic researchers.
Oct 24, 2023 • 29min
HESTA's Sonya Sawtell-Rickson: Investment Excellence with Impact Awesomeness
Send us a textThe Chief Investment Officer of HESTA discusses how the fund achieved 5- and 10-year investment performance that places it among the top 10 in Australia, while ALSO delivering meaningful outcomes in impact investing.
Sep 19, 2023 • 49min
CPT's Mark Walker: Tech Innovation Can Unlock New Pathways to Performance
Mark Walker, Chief Investment Officer of Coal Pension Trustees Services Limited, pioneers tech innovation in pension fund management. He discusses the challenges of overseeing legacy funds and how advanced software is transforming cash flow management. The conversation highlights the synergy of management consulting and technology, emphasizing teamwork and data quality. Walker also stresses the importance of keeping financial objectives in focus amidst tech trends, pushing for diverse perspectives to enhance portfolio performance.
