Sustainable Investing 2: Liqian Ma – Allocator Perspective (Capital Allocators, EP.140)
Capital Allocators – Inside the Institutional Investment Industry
Ted Seides – Allocator and Asset Management Expert
4.7 • 841 Ratings
🗓️ 11 June 2020
⏱️ 68 minutes
🧾️ Download transcript
Summary
Liqian Ma is the Head of Impact Investing Research at Cambridge Associates. Liqian developed an early interest in the climate growing up in a coal-dependent city in China. He began focusing on sustainable investing over a decade ago and leads Cambridge Associates work with its 150 clients focused on the space.
Our conversation provides an allocator's overview of sustainable investing. We start with Liqian's path and turn to how interested investors go about creating and implementing sustainable investment strategies. Along the way, we touch on manager selection, portfolio integration, investment opportunities and risks, and the implementation of sustainable investing concepts across the rest of Cambridge Associates activities.
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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 10-east.com. That's the number 10, |
| 1:25.4 | east.co. |
| 1:37.0 | My special thanks go out to Wellington Management for sponsoring this miniseries, Sustainable Investing, The Next Frontier. |
| 1:43.0 | Wellington Management serves as an asset manager and trusted advisor to clients representing more than $1 trillion in assets worldwide. |
| 1:47.2 | Wellington has explored long-term sustainability issues since the 1970s and continues this |
| 1:52.9 | practice today through internal research, engagement, and its innovative climate research |
| 1:58.1 | initiative with top-ranked think tank Woods Hole Research Center. |
| 2:02.9 | Wellington's investors strive to assess investments holistically through the triangulation of insights |
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