investment professionals

4 statements across 4 episodes · 0 bullish · 2 bearish · 4 people on the record · first statement May 24, 2021 by Ashby Monk · across every show →

Everything said about investment professionals, oldest first

May 24, 2021 negative

Insight

Monk: Allocators hide data fearing stakeholders will block high-fee strategies

“I think there's a lot of investment professionals at these organizations that believe that if they reported it to the stakeholders wouldn't let them pursue the strategy that they believe in their heart of hearts is needed to meet the obligation of the plan. So…”

Ashby Monk May 24, 2021 ▶ 18:34 Ashby Monk – Innovation in Institutional Portfolios (Capital Allocators, EP.196)

Jan 22, 2024

Assertion Supported

Franklin: Less than 25% of UK investment professionals are women

“I think in the UK, less than 25% of investment professionals are women, and then as you get to a more senior level, it shrinks to a smaller percentage.”

Tilly Franklin Jan 22, 2024 ▶ 1:01:00 Tilly Franklin – Endowment Model at Cambridge University (EP.363)

Apr 1, 2024 negative

Insight

Schumann: Hiring highly paid investment professionals disrupts foundation cultures

“It's disruptive to hire investment professionals at an elemasonary institution. When you're the high paid help, you're a new group.”

Ellen Schumann Apr 1, 2024 ▶ 9:56 Training Grounds – Carnegie Corporation of New York (EP.377)

Oct 6, 2025

Opinion

Spielman: Pure investment professionals are 90% Myers-Briggs 'Thinkers'

“Now, if we actually just only looked at investment professionals and not professional services like IR, it's probably more like 88 or 90% thinkers.”

Matt Spielman Oct 6, 2025 ▶ 20:12 Matt Spielman – Igniting Careers and Energizing Lives (EP.463)

investment professionals

Everything said about investment professionals, oldest first

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