E67: Children’s Healthcare of Atlanta CIO - Muthu Muthiah
Muthu Muthiah, CIO of Children’s Healthcare of Atlanta sits down with David Weisburd to discuss how he developed the governance, systems, and team to deploy $2 billion dollars at Inatai Foundation. They also delve into the endowment style investment philosophy, the importance of asset allocation relative to manager selection, and the venture strategy at Children’s Healthcare of Atlanta.
Key Points
- Institutional investors should focus on building trust and clear communication within their governance structures to ensure long-term success and flexibility in decision-making.
- A generalist approach in investment teams can be beneficial, as it allows for diverse perspectives and the ability to connect dots across different asset classes, though it's crucial to balance this with specialized expertise to avoid costly mistakes.
- In managing endowment funds, creating a solid foundation with strong governance, clear investment philosophy, and a well-structured team is essential to effectively allocate resources and achieve both short-term and long-term financial goals.
Chapters
0:00 | |
2:39 | |
5:28 | |
11:15 | |
13:08 | |
16:08 | |
18:30 | |
21:46 | |
24:24 | |
26:04 | |
27:19 |
Transcript
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