Published Jan 8, 2024

[REPLAY] Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

Ana Marshall, Chief Investment Officer at the Hewlett Foundation, delves into her strategic criteria for investment manager selection, emphasizes the significance of trust and diversity in her team dynamics, and shares the global influences that shaped her philosophy in managing a $10.5 billion portfolio.

Episode Highlights

Topics covered

Episode Highlights

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Dexa/Capital Allocators – Inside the Institutional Investment Industry

[REPLAY] Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

Topics covered

Popular Clips

Venture Capital Insights

Strategic Investment Pitch

Balancing Portfolio Risks

Life Lessons Shared

Manager Selection Insights

Investment Insights Unveiled

Global Investment Perspectives

Transitioning Perspectives

Peer Collaboration Insights

Investment Journey Insights

Fixed Income Strategies

Team Dynamics

Investment Team Dynamics

Building Insightful Networks

Episode Highlights

Manager Selection

Team Dynamics

Investment Philosophy

Related Episodes

[REPLAY] - Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

[REPLAY] Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)

Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)

Ana Marshall – The Climb to Investment Excellence (EP.360)

[REPLAY] - Ashby Monk – Innovation in Institutional Portfolios (Capital Allocators, EP.196)

[REPLAY] Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40)

[REPLAY] - Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)

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[REPLAY] - Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)

[REPLAY] Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)

Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (Capital Allocators, EP.157)

REPLAY - Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61)

[REPLAY] Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

Topics covered

Popular Clips

Episode Highlights

Manager SelectionAna Marshall explores her strategic criteria for selecting investment managers and the dynamics of long-term partnerships. She emphasizes the importance of unique contributions to the portfolio and fostering collaborative relationships.

Manager Selection

Team Dynamics

Investment PhilosophyAna Marshall, Vice President and Chief Investment Officer at The William and Flora Hewlett Foundation, discusses her investment philosophy and the global experiences that have shaped her approach to managing a $10.5 billion portfolio.

Investment Philosophy

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