Shannon O'Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
Capital Allocators – Inside the Institutional Investment Industry · Ted Seides – Allocator and Asset Management Expert
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Show Notes
Shannon O'Leary is the CIO of the St Paul & Minnesota Foundation, where she oversees $1.8 billion for the community foundation that aspires to create an equitable, just, and vibrant Minnesota. Shannon took the post six years ago after twenty years working with families. She describes herself as 'blunt,' comfortably speaking her mind, including in her LinkedIn newsletter entitled 'Say It Out Loud'.
Our conversation covers Shannon's relationship-driven approach to investing across families, Boards, team members, and managers. We discuss the value of frank communication in every aspect of the investment process, from setting policy to manager access, research, selection, and partnership.
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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)