Podcasts Business Investing Capital Allocators – Inside the Institutional Investment Industry Muthu Muthiah - Inefficiency and Innovation at CHOA (EP. 339)

Muthu Muthiah - Inefficiency and Innovation at CHOA (EP. 339)

Published: Sept. 18, 2023, 8 a.m.

b'

Muthu Muthiah is the Chief Investment Officer of Children\\u2019s Healthcare of Atlanta (CHOA), one of the largest pediatric clinical care providers in the U.S. Muthu stewards CHOA\\u2019s $6 billion long term pool of capital, arriving a year ago after stints across a range of allocator seats the past twenty years.

\\xa0

Our conversation covers Muthu\\u2019s mobile upbringing, path to finance, and lessons learned working for a range of asset owners. We discuss his first CIO seat at Inatai, where he oversaw a $2 billion portfolio starting with a clean sheet of paper, and his new seat at CHOA, including the portfolio framework, team structure, and aspiration to achieve concentration, search for inefficiency, and invest in innovation.

\\xa0

For full show notes, visit the episode webpage here.

\\xa0

Learn More
Follow Ted on Twitter at\\xa0@tseides\\xa0or\\xa0LinkedIn
Subscribe to the\\xa0mailing list
Access Transcript with\\xa0Premium Membership

'