The William and Flora Hewlett Foundation. A nonpartisan, private charitable foundation that advances ideas and supports institutions to promote a better world, the Hewlett Foundation’s assets are approximately $12.5 billion with annual awards of grants totaling more than $600 million.
Investure. Managing assets of approximately $17 billion, Investure is responsible for portfolio management, asset allocation, and manager selection investing across a number of asset classes.
Alliance for Decision Education. The Alliance for Decision Education is a national nonprofit organization driving a revolutionary shift in the way we think about education, leading the growing call for Decision Education to be part of every student’s learning experience.
EP.359 Morgan Housel – Partner at Collaborative Fund, Morgan discusses his new book, Same As Ever.
EP.360 Ana Marshall – CIO of the William and Flora Hewlett Foundation, Ana discusses her new book, The Climb to Investment Excellence.
EP.361 Brian Christiansen – Executive Managing director and Senior Portfolio Manager at Sands Capital, Brian gives a sponsored insight into high-conviction growth investing.
EP.362 George Michelakis – CIO of Gladstone Management, George shares his chess master approach to long-short equity.
EP.363 Tilly Franklin – CEO and CIO at University of Cambridge Investment Management, Tilly discusses how they implement the endowment model at UCIM.
EP.364 Chad Summe and Mike Veith – Partners at eGateway Capital, Chad and Mike give a sponsored insight into the corridor of commerce in the Midwest United States.
EP.365 Raphael Arndt – CEO of Future Fund, Australia’s 200 billion AUZ sovereign wealth fund, Raphael delves into the death of traditional portfolio construction.
EP.17 Shaun Ng – Managing Director of Rick, Analytics, and Investment Operations at the Cleveland Clinic Investment Office, Shaun discusses what sets the firm apart.
EP.18 Beth Gilje – Founder of Union Park Consulting, Beth discusses how she helps firms upgrade their investment operations.
EP.19 Stephanie Withers – Head of Investment Operations at the W.K. Kellogg Foundation, Stephanie discusses improving the investment office environment.
10 East. This membership-based investment firm led by Michael Leffell, former Deputy Executive Managing Member of Davidson Kempner, focuses on private markets for a select community of individuals and institutions. Members co-invest at their discretion across private equity, private credit, venture capital, and real estate alongside the principals of 10 East. Ted is an advisor, member, and investor in 10 East.
Inflection Point Partners. Recognized as one of the top coaches in asset management by Institutional Investor, CEO Matt Spielman is coach to several members of the Capital Allocators Community and leads a carefully curated team of certified coaches. Matt and his Dream Team partner with Chief Investment Officers, Managers, and their teams to achieve meaningful and consequential goals.
Managed Funds Association. MFA Ops Los Angeles 2024, from March 4-6, is a can’t-miss event for top alternative investment operations, compliance, and risk management professionals. Gain exclusive insights from leading experts. Engage in one-on-one discussions with allocators and peers. Join interactive sessions focused on operational strategies, regulatory compliance, and leadership trends shaping the industry.