Podcast

Loading Audio Player...

Episode Description:

Shaun Ng is the Managing Director of Risk, Analytics, and Investment Operations at the Cleveland Clinic Investment Office.

Shaun joined Cleveland Clinic in 2016 after working over 10 years at the World Bank.  He shares how they created their investment office from scratch after the board opted to insource their investments from an OCIO.  We later turn to how they partner with the hospital’s data and analytics team to build more than 200 dashboards of dynamic data sets for the investment team.

Shaun has been quite busy at Cleveland Clinic and does a few things differently that operational professionals should observe.  Maybe, this is why he and his team have won the Allocator Prize for Best Investment Operations of the Year.

Most Recent Episodes:

The content and use of these transcripts is intended for the use of premium members only. Unless expressly granted permission by Ted, each corporate subscriber can share transcripts within their organization (if less < 50 employees) and both corporate and individuals subscribers can share two (2) transcripts with two (2) non-paying members, after which any non-paying members should consider a membership.

All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of the firms they represent. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

Show Notes:

00:04:55
Background
00:10:00
Spider Management Company
00:12:50
Covariance Capital Management
00:14:16
Emory University
00:15:29
Becoming a Chief Investment Officer
00:17:01
Inatai Foundation
00:22:20
Investment frameworks & portfolio construction
00:30:11
Children’s Healthcare of Atlanta
00:33:59
Repositioning the portfolio
00:36:53
India
00:39:12
China
00:40:42
Healthcare & technology
00:45:03
Private investments & illiquidity
00:46:45
Real assets
00:48:05
Credit investments
00:49:46
Due diligence process
00:54:04
Enhancing internal capabilities
00:57:29
Fundless sponsors
00:59:35
Inefficiencies & innovation
01:02:30
Closing questions