[REPLAY] - Meredith Jenkins – A Path to Trinity (Capital Allocators, EP.31)

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Investing, Capitalallocation, Business

4.8 • 806 Ratings

🗓️ 27 September 2021

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

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Summary

Meredith Jenkins is the Chief Investment Officer of Trinity Wall Street, where she oversees $5.5 billion of the church’s endowment and real estate assets. Before taking the helm as Trinity’s first CIO, she was the co-CIO of Carnegie Corporation of New York, Andrew Carnegie’s foundation, from 2011 to 2016. She joined Carnegie in 1999 as its first investment associate and was an integral part of the build-out of the Corporation’s investment capability under its first CIO. During the period, Meredith spent four years in Asia as the Corporation’s special representative focusing on opportunities in China, Japan, India, Southeast Asia, and Australia.

Meredith started her career at Goldman Sachs in investment banking, Sanford Bernstein in research, and Cambridge Associates in consulting before attending Harvard Business School. She currently sits on the Investment Committee of the Wenner Gren Foundation and the Board of Directors of the University of Virginia Investment Management Company.

Our conversation starts with Meredith’s early career lessons and discusses alignment of interest, standing by managers in difficult times, markers of success, manager research in Asia, the co-CIO structure at Carnegie, and governance in her new challenge of starting an investment office from scratch. Fun loving and smart as a tack, Meredith offers pearls of wisdom through our conversation.

For more episodes, go to capitalallocatorspodcast.com/podcast

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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
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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 10-east.com. That's the number 10,
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