Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316) | Capital Allocators – Inside the Institutional Investment Industry

This podcast episode covers a range of topics related to investment management, including manager selection, portfolio construction, and committee engagement. The speaker shares valuable insights gained from their journey from fixed income trader to CIO of an endowment, emphasizing the importance of a strong understanding of financing quality, organizational culture, and alignment in manager selection. The episode also highlights the significance of strong leadership, clear investment targets, and data-driven decision-making in investment management.

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Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)

Capital Allocators – Inside the Institutional Investment Industry

Amy Falls: From International Affairs to Investing, a Journey of Macroeconomic Mindsets

From Fixed Income to Endowment Management: A Journey of Crisis and Opportunity

CIO's Journey: Challenges, Manager Selection, and Navigating the Financial Crisis

The Importance of Strong Leadership in Investment Management

Defining Asset Classes and Pruning Portfolio Managers

Restructuring the Investment Team for Enhanced Collaboration and Innovation

Manager Selection: Balancing Data, Relationships, and Trust

Unlocking Investment Success: Assessing Relationships, Understanding Liquidity

Balancing Liquidity, Risk, and Decision-Making in Investment Management

Balancing Risk and Return: Navigating Asset Classes in Uncertain Times

Key Points and Strategies for Effective Committee Engagement

Navigating Committees: Strategies for Success and Overcoming Impasses

Amy's Hobbies, Career and Life Lessons

Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)

Capital Allocators – Inside the Institutional Investment Industry

00:01Amy Falls: From International Affairs to Investing, a Journey of Macroeconomic Mindsets

Amy Falls: From International Affairs to Investing, a Journey of Macroeconomic Mindsets

08:33From Fixed Income to Endowment Management: A Journey of Crisis and Opportunity

From Fixed Income to Endowment Management: A Journey of Crisis and Opportunity

13:34CIO's Journey: Challenges, Manager Selection, and Navigating the Financial Crisis

CIO's Journey: Challenges, Manager Selection, and Navigating the Financial Crisis

18:32The Importance of Strong Leadership in Investment Management

The Importance of Strong Leadership in Investment Management

23:36Defining Asset Classes and Pruning Portfolio Managers

Defining Asset Classes and Pruning Portfolio Managers

27:49Restructuring the Investment Team for Enhanced Collaboration and Innovation

Restructuring the Investment Team for Enhanced Collaboration and Innovation

34:16Manager Selection: Balancing Data, Relationships, and Trust

Manager Selection: Balancing Data, Relationships, and Trust

38:50Unlocking Investment Success: Assessing Relationships, Understanding Liquidity

Unlocking Investment Success: Assessing Relationships, Understanding Liquidity

44:11Balancing Liquidity, Risk, and Decision-Making in Investment Management

Balancing Liquidity, Risk, and Decision-Making in Investment Management

47:56Balancing Risk and Return: Navigating Asset Classes in Uncertain Times

Balancing Risk and Return: Navigating Asset Classes in Uncertain Times

53:18Key Points and Strategies for Effective Committee Engagement

Key Points and Strategies for Effective Committee Engagement

58:38Navigating Committees: Strategies for Success and Overcoming Impasses

Navigating Committees: Strategies for Success and Overcoming Impasses

1:03:28Amy's Hobbies, Career and Life Lessons

Amy's Hobbies, Career and Life Lessons