Published Jan 1, 2018

Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)

Margaret Chen, head of CA Capital Management, delves into the significance of diversification, the OCIO model, and customized investment strategies that cater to client institution needs, while sharing her inspiring career journey and insights on lifelong learning and leadership in the investment sector.

Episode Highlights

Topics covered

Episode Highlights

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Dexa/Capital Allocators – Inside the Institutional Investment Industry

Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)

Topics covered

Popular Clips

Customized Investment Strategies

Long-Term Investment Dynamics

Asset Allocation Insights

Measuring Team Performance

Path to Investing

Access and Fairness

Career Reflections

Serendipitous Career Paths

Investment Evolution

Investment Perspectives

Consulting in Investment

Investment Philosophy Insights

Collaborative Investment Insights

Adapting to Change

Episode Highlights

Investment Philosophy

Outsourcing and Customization

Career Path and Reflections

Related Episodes

REPLAY - Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)

Melanie Pickett – Modern Technology in the Investment Office at Northern Trust (Capital Allocators, EP.281)

David Barrett – Searching for Leaders (Capital Allocators, EP.26)

Sustainable Investing 2: Liqian Ma – Allocator Perspective (Capital Allocators, EP.140)

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

Ellen Ellison – Playing to Your Strengths (Capital Allocators, EP.27)

Randall Stutman - Admired Leadership (Capital Allocators, EP.150)

Kathy Xu – Venture in China at Capital Today, Venture is Eating the Investment World 12 (Capital Allocators, EP.243)

Sustainable Investing 6: Richard Lawrence - ESG Integration at Overlook (Capital Allocators, EP.144)

Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)

Richard Tedlow - Charismatic Business Leadership (Capital Allocators, EP.222)

Dan Egan – Better Investment Outcomes (Capital Allocators, EP.23)

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

[REPLAY] Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)

Ashby Monk – Innovation in Institutional Portfolios (Capital Allocators, EP.196)

Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)

Topics covered

Popular Clips

Episode Highlights

Investment PhilosophyMargaret Chen, head of CA Capital Management, shares insights into core investment beliefs and the challenges of benchmarking performance. She emphasizes the importance of diversification and the need for tailored communication in investment strategies.

Investment Philosophy

Outsourcing and CustomizationMargaret Chen discusses the benefits of the OCIO model and the importance of customized investment strategies. She emphasizes how these approaches meet the unique needs of client institutions and enhance investment management efficiency.

Outsourcing and Customization

Career Path and ReflectionsMargaret Chen, Head of CA Capital Management, shares her unique career journey from government aspirations to leading a $20 billion investment office. Her story highlights the power of adaptability and lifelong learning in navigating the investment industry.

Career Path and Reflections

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