Inefficiency and Innovation at CHOA
With:
Muthu Muthiah
Episode: 339
September 18, 2023
Muthu Muthiah is the Chief Investment Officer of Children’s Healthcare of Atlanta (CHOA).
Muthu Muthiah
-
Inefficiency and Innovation at CHOA
Episode: 339
September 18, 2023
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Episode Description:
Muthu Muthiah is the Chief Investment Officer of Children’s Healthcare of Atlanta (CHOA), one of the largest pediatric clinical care providers in the U.S. Muthu stewards CHOA’s $6 billion long term pool of capital, arriving a year ago after stints across a range of allocator seats the past twenty years.
Our conversation covers Muthu’s mobile upbringing, path to finance, and lessons learned working for a range of asset owners. We discuss his first CIO seat at Inatai, where he oversaw a $2 billion portfolio starting with a clean sheet of paper, and his new seat at CHOA, including the portfolio framework, team structure, and aspiration to achieve concentration, search for inefficiency, and invest in innovation.
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
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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.