Kim Liu

“In the absence of having that close relationship with someone who is going to lead the company and who we feel is just right, we have not always chosen to take risk on just an asset or just a company where the company's fine, or maybe the company's terrific, b…”

“They created a matrix strategy where you were primary and secondary on a strategy because the portfolio was mature, it was fairly large, and the team, while not huge, wasn't tiny either, and you couldn't really bring seven people to a meeting, especially if yo…”

“We spent a lot of time really thinking about how a manager would treat you when things went wrong, because the documents don't protect you. Ellen talked a lot about that. We have to know that they'll make the right decision when something goes wrong.”

“We were concerned about the co-CIO structure, not because we were concerned about each other, but we knew it put a ceiling on the rest of the team. That when Elisa came and expressed interest in being deputy CIO, we knew that wasn't possible. It's not possible…”

“Kim encouraged our team to take every call from a headhunter. She said, you should know what you're worth, and you should know what else is out there, and you should every day be making a choice to stay here. So she didn't want people on the team who were de f…”

“We grew as investors because we weren't going to those trips to make investments. We were going on those trips to decide what conditions needed to exist for us to make investments.”

“The point that Elisa just made about the length of our memos, you just can't overstate that. And at the time it feels like, oh my God, we have to write this long memo. But this is how you really figured out if you understood the risk of what was going on. And …”

“A CIO can't manage another CIO's portfolio because you really do gravitate to your strengths.”

“They wouldn't give me any of the portfolio before I joined. They said they had signed NDAs with their managers, and so they couldn't disclose anything. So I had big picture portfolio information, but not a single manager name. So I walked into a portfolio Nove…”