Shannon O’Leary from the Saint Paul & Minnesota Foundation on how diversity drives top decile returns, what stands out in diligence, and how to land institutional LPs
Our latest episode of Beyond the Cap Table is live! Tune in to hear host Jennifer Neundorfer interview Shannon O’Leary, Chief Investment Officer of the Saint Paul & Minnesota Foundation, Minnesota's largest community foundation. As CIO, Shannon oversees the Foundation’s Investments team as they manage a $1.7B investment portfolio.
Listen Spotify | Apple Podcasts | Castbox
Why are we excited about Shannon? Shannon is a visionary CIO who has delivered best-in-class returns while staying true to her belief in the power of investing in diversity. Shannon’s track record demonstrates that diversity is not concessionary. We are excited to share her refreshing, honest, and thought provoking takes, including:
Her strategy for the Foundation’s $1.7B investment portfolio
How she delivers top decile returns by investing in diversity
What actually stands out in a diligence process, and why an “edge” is overrated
What emerging managers can do to land their first institutional LPs
Why she assesses funds on DEI and what it tells her about prospective managers
What emerging fund managers can do to derisk themselves
Listen to the episode with Shannon O’Leary on Spotify, Apple Podcasts, or wherever you get your podcasts.
You can learn more about the Saint Paul & Minnesota Foundation here: www.spmcf.org.
Stay tuned for a new episode next Tuesday. If you like what you hear, make sure to follow, rate, and subscribe!