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David Druley is the CEO of Cambridge Associates, a global investment firm that works with premier institutional investors and family offices to manage custom investment portfolios that aim to generate outperformance so they can maximize their impact on the world. David works with Cambridge\u2019s leaders to set and execute the firm\u2019s strategy, enhance its capabilities, and evolve its processes. David brings a quarter-century of investment experience to the role, including a 16-year tenure at Cambridge.

Our conversation covers David\u2019s path from value investing to Cambridge Associates, including a key early career lesson in calibrating risk tolerance. We discuss the history of Cambridge Associates, key characteristics of generating great investment returns, the manager selection process, and David\u2019s take on co-investments, long-only managers, hedge funds, fixed income, innovation, and future opportunities and challenges for the business.

The discussion offers a nice compliment to my earlier conversation with Margaret Chen, who oversees Cambridge Associates\u2019 OCIO business.\xa0 You can find that conversation replayed right after this one on the feed.

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