The Don't Get Fired Podcast by Stanford Long-Term Investing
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.
Latest episodes
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.
Jun 27, 2023 • 36min
SJC's Prabhu Palani: Reinventing VC from The Capital of Silicon Valley
Send us a textThe Chief Investment Officer of the San Jose City Retirement System discusses how he finally got this Silicon Valley-based pension fund into venture capital, revealing a series of fascinating (and no doubt soon-to-be-copied) implementation innovations, twists, and turns, while also aligning his strategy with the unique identity of San Jose and the SJCRS. Enjoy!
Jun 6, 2023 • 34min
ART's Ian Patrick: Capturing The Benefits of Scale
Send us a textThe Chief Investment Officer of Australian Retirement Trust discusses the mega-merger of equals (QSuper and SunSuper) that led to this new, massive fund... and reflects on the challenge of capturing all the benefits of this new scale.
Jun 6, 2023 • 35min
CalPERS' Nicole Musicco: $1B Bet On Emerging Managers
Send us a textThe Chief Investment Officer of the California Public Employees’ Retirement System discusses her fund's $1B bet on emerging managers.
