Dynamic Allocation and Concentrated Conviction – Zack McGuire (EP.524)
It is a look inside a single institutional investment office, covering how the size and nature of the capital base drives portfolio construction and how the team is organised around generalists. Useful for allocators interested in comparing their own process and team design against another institution's.
Summary
By the retirement & income deskZack McGuire, senior managing director of investments at Children's Healthcare of Atlanta, talks with Ted Seides about how he runs the health system's investment office. The conversation covers how an institution's capital base shapes its investment strategy, CHOA's thematic approach to portfolio construction, and how he structures and empowers a team of generalists. It also touches on using investment relationships to support the wider institution, and on his path through Citigroup, Emory University, the University of Georgia Foundation and the Maine Public Employees Retirement System.
- How an institution's capital base shapes its investment strategy
- CHOA's thematic approach to portfolio construction
- Empowering a team of generalists
- Leveraging investment relationships to support the broader institution
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