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Capital Allocators – Inside the Institutional Investment Industry

Diversity, Equity & Inclusion 2: Kim Lew – The Opportunity and Challenge (Capital Allocators, EP.152)

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Business, Investing

4.7841 Ratings

🗓️ 17 August 2020

⏱️ 53 minutes

🧾️ Download transcript

Summary

Kim Lew is the highly regarded Chief Investment Officer of Carnegie Corporation and a two-time former guest on the show.

Our conversation starts with Kim's childhood and early career experience with conscious and subconscious bias. We then turn to her career as an allocator and cover the challenges and opportunities afforded by diversity across investment teams, manager selection, and running a fund. We close with a discussion of organizations supporting diversity and the challenges of making progress in a mature industry.

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Transcript

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0:00.0

Capital Allocators is brought to you by Ten East, an investment platform for sophisticated investors to access private markets.

0:10.5

Ten East brings benefits of having your own family office without the cost and headaches of doing so.

0:16.8

It's founded and led by Michael LaFelle, former deputy executive managing member of Davidson Kempner.

0:24.2

Michael and his investment team offer members the opportunity to co-invest by offering at their

0:29.1

discretion. Michael and his team source, diligence, and commit material personal capital to each

0:35.3

investment. The opportunities shared on the Ten East platform

0:38.9

offer exposure to private credit, real estate, niche venture and private equity, and other

0:44.5

idiosyncratic investments that typically aren't available through traditional channels.

0:49.2

The principles have over a decade track record of investing in these types of exposures

0:53.5

across more than 350

0:55.7

transactions. Post-investment, the Tennis team conducts ongoing monitoring and reporting,

1:01.8

just as you'd expect from an institutional investment organization. I've known Michael for about a

1:07.0

decade, and after becoming impressed by the quality of 10 East offerings, its research

1:11.6

process, and high-quality investment team, I became an advisor to the organization, an investor

1:17.1

in multiple offerings. You can learn more and join me as a member at 10east.com. That's the number 10,

1:25.0

east.co.

1:39.1

Diversity, equity, and inclusion, awareness, and action is brought to you by Northern Trust Front Office Solutions.

1:41.3

Northern Trust's platform empowers asset owners with better operations and tech

1:45.9

support to allow investment teams and CIOs to meet their middle and front office needs.

1:51.6

Their blend of technology and service has resonated and generated a lot of interest from listeners

1:57.8

of the show. Diversity, equity, and inclusion is deeply ingrained in the culture at Northern Trust,

2:03.9

and a special thanks to them for sponsoring this important miniseries.

...

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