<description>&lt;p&gt;Shannon O’Leary is the CIO of the St Paul &amp; Minnesota Foundation, where she oversees $1.8 billion for the community foundation that aspires to create an equitable, just, and vibrant Minnesota. Shannon took the post six years ago after twenty years working with families. She describes herself as ‘blunt,’ comfortably speaking her mind, including in her LinkedIn newsletter entitled ‘Say It Out Loud’.&lt;/p&gt; &lt;p&gt;&lt;br /&gt; Our conversation covers Shannon’s relationship-driven approach to investing across families, Boards, team members, and managers. We discuss the value of frank communication in every aspect of the investment process, from setting policy to manager access, research, selection, and partnership.&lt;/p&gt; &lt;p&gt;&lt;br /&gt; &lt;strong&gt;Learn More&lt;/strong&gt;&lt;br /&gt; Follow Ted on Twitter at &lt;a href= "https://twitter.com/tseides?lang=en"&gt;@tseides&lt;/a&gt; or &lt;a href= "https://www.linkedin.com/in/tedseides/"&gt;LinkedIn&lt;/a&gt;&lt;br /&gt; Subscribe to the &lt;a href="https://capitalallocators.com/"&gt;mailing list&lt;/a&gt;&lt;br /&gt; Access Transcript with &lt;a href= "https://capitalallocators.com/signup"&gt;Premium Membership&lt;/a&gt;&lt;/p&gt;</description>

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Shannon O’Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)

MAR 10, 202559 MIN
Capital Allocators – Inside the Institutional Investment Industry

Shannon O’Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)

MAR 10, 202559 MIN

Description

Shannon O’Leary is the CIO of the St Paul & Minnesota Foundation, where she oversees $1.8 billion for the community foundation that aspires to create an equitable, just, and vibrant Minnesota. Shannon took the post six years ago after twenty years working with families. She describes herself as ‘blunt,’ comfortably speaking her mind, including in her LinkedIn newsletter entitled ‘Say It Out Loud’.

Our conversation covers Shannon’s relationship-driven approach to investing across families, Boards, team members, and managers. We discuss the value of frank communication in every aspect of the investment process, from setting policy to manager access, research, selection, and partnership.

Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership