The Don't Get Fired Podcast by Stanford Long-Term Investing
In the coming decade, we will need long-term investors to innovate to meet their return objectives, as well as deliver a range of positive externalities to the world. This podcast will seek to showcase how leaders of long-term investors can innovate without getting fired. Ashby Monk and Daniel Adamson interview investment professionals working in long-term investors about the big innovations they have accomplished.
Episodes
16 episodes
Fremont's Joseph Sáenz: Harnessing Real-World Superpowers to Power Outperformance
The Managing Director of Quantitative Analytics at Fremont Group discusses how this major Single Family Office has tapped neurodiversity in the pursuit of differentiated portfolios that outperform.
•
Season 2
•
Episode 7
•
48:40
CBUS' Brett Chatfield: Linking Long-Term Outperformance with The Real Economy
The Chief Investment Officer of the Construction and Building Unions Superannuation Fund discusses the power of long-term thinking and the connection of his fund's outperformance to the real economy.
•
Season 2
•
Episode 6
•
46:05
SFERS's Kurt Braitberg: Reconstructing Public Equities for Outperformance
The Managing Director of Public Markets at San Francisco Employees' Retirement System (SFERS) explains his fund's evolving approach to public equities and reflects on constructing -- and then reconstructing -- the active equities book.
•
Season 2
•
Episode 5
•
44:27
AIMCo's Kevin Bong: Delivering Clients Everything Everywhere (Almost) All At Once
The Chief Investment Strategist of the Alberta Investment Management Corp explains his new 'Multi-Model Model' of institutional investment, which reflects a client-centric approach that uses advanced technologies to scale customized portfolios ...
•
Season 2
•
Episode 4
•
52:53
CalSTRS Christopher Ailman: Pioneering a Range of Innovation Programs
After 24 years as Chief Investment Officer of the California State Teachers’ Retirement System, Chris shares his reflections (just days before he retires) on a remarkable career bringing innovation to public pension funds, with particu...
•
Season 2
•
Episode 3
•
43:16
CalPERS Michael Cohen: Building A Talent Pipeline From Universities To Public Pensions
The Chief Operating Investment Officer of The California Public Employees Retirement System explains how he invented the Long-Term Investor Fellowship - with a certain neat-o team from Stanford University - to build a new and unique talent pipe...
•
Season 2
•
Episode 2
•
47:12
OCERS Molly Murphy: The Public Pension Approach To The Innovation Economy
The Chief Investment Officer of The Orange County Employees Retirement System explains how she innovates from within the 'American Model', pushing and persuading her fund's consultants to work on truly innovate opportunities in the ever-changin...
•
Season 2
•
Episode 1
•
43:52
Spencer's Laura Glick: The Education Endowment Eschewing The Endowment Model
The Chief Investment Officer of The Spencer Foundation Endowment explains the power of evidence-based decision-making and the value of a talented board in selecting an investment model for their endowment that is NOT the Endowment Model.
•
Season 1
•
Episode 9
•
35:17
PPF's Barry Kenneth: Bold Moves, Big Returns, Bigger Mandate
The Chief Investment Officer of the UK's ~$48B Pension Protection Fund offers details on the fund's dynamic capabilities, which has driven significant over-funding and a recent expansion of the fund's mandate.
•
Season 1
•
Episode 8
•
33:54
REST's Simon Esposito: To $750M in Impact Investments and Beyond!
The Deputy-Chief Investment Officer of Australia's Retail Employees Superannuation Trust (REST) offers details on the process by which REST designed, approved, and began implementing its new 1% allocation, or around $750M and growing, to impact...
•
Season 1
•
Episode 7
•
35:15
NYC BERS' Sanford Rich: Reinventing ALM via Academic Partnership
The Executive Director of New York City's Board of Education Retirement System reflects on his plan's 101-year path to reinventing asset-liability modeling via a unique partnership with academic researchers.
•
Season 1
•
Episode 6
•
36:18
HESTA's Sonya Sawtell-Rickson: Investment Excellence with Impact Awesomeness
The Chief Investment Officer of HESTA discusses how the fund achieved 5- and 10-year investment performance that places it among the top 10 in Australia, while ALSO delivering meaningful outcomes in impact investing.
•
Season 1
•
Episode 5
•
28:42
CPT's Mark Walker: Tech Innovation Can Unlock New Pathways to Performance
The Chief Investment Officer of the Coal Pension Trustees Services Limited discusses how he helped usher in a new world of tech innovation at CPT, and what it means for the fund in terms of performance.
•
Season 1
•
Episode 4
•
48:58
SJC's Prabhu Palani: Reinventing VC from The Capital of Silicon Valley
The Chief Investment Officer of the San Jose City Retirement System discusses how he finally got this Silicon Valley-based pension fund into venture capital, revealing a series of fascinating (and no doubt soon-to-be-copied) implementation inno...
•
Season 1
•
Episode 3
•
36:02
ART's Ian Patrick: Capturing The Benefits of Scale
The Chief Investment Officer of Australian Retirement Trust discusses the mega-merger of equals (QSuper and SunSuper) that led to this new, massive fund... and reflects on the challenge of capturing all the benefits of this new scale.
•
Season 1
•
Episode 2
•
33:55