Chief Investment Officer

also referred to as: chief investment officers

11 statements across 11 episodes · 4 bullish · 3 bearish · 11 people on the record · first statement Aug 7, 2017 by Kip McDaniel · said 14 times in 6 episodes since 2017 · across every show →

Mentions by year

brought up most by Kip McDaniel (9), Ted Seides (4), Chris Ailman (1)

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Everything said about Chief Investment Officer, oldest first

Aug 7, 2017 positive
Insight
CIOs name Canadian and Australian funds as most respected peers
“The question I ask in every meeting with CIOs is which one of your peers do you respect the most? And there's a lot of commonality there. They'll always say one of the Canadian plans, They'll always mention an Australian or a sort of Nordic style plan and then…”
Kip McDaniel Aug 7, 2017 ▶ 21:43 Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
Sep 18, 2017 positive
Assertion Not checkable as stated
Institutional CIOs share due diligence and collaborate more frequently today
“My peers, you know, I'm not afraid to go call another CIO if I hear they might be looking at the same thing, and we'll share due diligence and confirm. You know, I think people are doing that more today, to be honest, than they used to. I don't think there was…”
Scott Malpass Sep 18, 2017 ▶ 46:55 Scott Malpass – The Fighting Irish's Twelfth Man (Capital Allocators, EP.25)
Jan 28, 2019 neutral
Insight
Snider: Becoming a CIO Shifts Work Away from Sourcing and Diligence
“When I move to being a CIO, or if I have the opportunity to move to being a CIO, that's not going to be my primary job. Managing boards. Managing politics in an organization. Managing a team. Managing Team development. Staff development. Making the hard decisi…”
Donna Snider Jan 28, 2019 ▶ 41:45 Donna Snider – Inside the Investment Process at the Kresge Foundation (Capital Allocators, EP.84)
Jul 25, 2022 positive
Insight
Friedman: New CIOs must accept high early turnover to reshape their teams
“The first thing they need to do is create their own organization in their own image so they can achieve what their goals are. They were hired to achieve their goals. They weren't hired to work with a team that's already doing everything that needs to be done. …”
Josh Friedman Jul 25, 2022 ▶ 56:43 Josh Friedman – Master Class in Credit Investing at Canyon (Capital Allocators, EP.263)
Dec 18, 2023 neutral
Insight
Sernovitz: Behavioral micro-clues do not reliably predict manager performance
“Even if you have fun, interesting ways of picking up human clues, because so much of this is human clues, It doesn't necessarily give you the answer.”
Gary Sernovitz Dec 18, 2023 ▶ 25:11 Gary Sernovitz - Inside the CIO Seat (EP.357)
Aug 12, 2024 negative
Insight
Samuels: Hiring a 24-year-old founder's son as CIO caused talent collapse
“This founder's son came to work for the company, 24 years old, becomes the CIO. So he's directing all sorts of stuff and managing people who are 20 to 30 years his senior. Of course we saw turnover, we saw cultural issues, we saw redemptions, and turns out the…”
Sarah Samuels Aug 12, 2024 ▶ 33:51 Succession - Sarah Samuels on Generational Transitions (EP.400)
Oct 21, 2024
Insight
Briner: A CIO’s daily role is largely operational, not just investing
“It's largely not an investment job. I think people kind of know that, but I'd take it maybe a degree further. There are many functions that make an investment organization work well, and they are all important. Some of them are important because if you step on…”
Brad Briner Oct 21, 2024 ▶ 37:37 Brad Briner - Family Office to Public Service (EP.413)
Mar 10, 2025 negative
Insight
O'Leary: Founders talking over new CIOs destroys succession confidence
“And I said, when you do that, zero LPs in the room believe that you have a succession plan.”
Shannon O'Leary Mar 10, 2025 ▶ 43:12 Shannon O'Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
Apr 13, 2026 positive
Insight
Stutman: Rewarding decision process over outcome produces better long-term decisions
“Start celebrating decision processes that are great processes that produce bad outcomes. What you're going to find is you make for people willing to take more risk, willing to invest their time and energy, hone in and be specific with the process. Long term, t…”
Randall Stutman Apr 13, 2026 ▶ 55:04 Randall Stutman – Giving Feedback, Followership, and Admired Leadership (EP.497)
Jun 22, 2026 neutral
Insight
Early CIO tenure is exhausting because minor decisions set institutional precedent
“Early on, even the smallest decision can feel very consequential, because you feel like you're establishing the expectations, the path, the process. You think about things a lot, and it's exhausting. Eventually, you've set the path, Some of those little decisi…”
Abigail Wattley Jun 22, 2026 ▶ 37:16 Homegrown CIO at Williams College - Abigail Wattley (EP.507)
Sep 3, 2026 negative
Insight
Seides: Great analysts become CIOs without learning how to manage people
“A great investment analyst becomes a portfolio manager, becomes someone who's a chief investment officer, That doesn't mean they've learned how to lead people and manage people. It's not part of the skill set that they got brought up in, so some of the people …”
Ted Seides Sep 3, 2026 ▶ 2:45 SPECIAL ANNOUNCEMENT: Capital Allocators University Online
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