Podcasts Business Investing Capital Allocators – Inside the Institutional Investment Industry Ana Marshall Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

Ana Marshall Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

Published: Oct. 21, 2019, 9:30 a.m.

Ana Marshall is the Vice President and Chief Investment Officer for The William and Flora Hewlett Foundation, where she oversees a $10.5 billion pool of capital. Ana joined Hewlett in 2004 after spending eighteen years as a direct investor in high yield credit, emerging market debt, and international equities.

Our conversation covers Ana\u2019s lifelong passion for investing, joining the \u201csuper buy side,\u201d conducting company meetings to inform the manager selection and allocation process, portfolio structure, manager selection, monitoring and measuring risk, perspectives on peers, internal dynamics, and working through a big mistake.

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