StarZero All shows Try the podcast clipper →

Saint Paul & Minnesota Foundation

9 statements across 1 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement Mar 10, 2025 by Shannon O'Leary · said 18 times in 8 episodes since 2024 · across every show →

Mentions by year

brought up most by Ted Seides (11), Shannon O'Leary (7)

tap a year for its mentions
008415820242025episodesmentions
04820242025episodes it came up in
007.5415820242025episodesmentions per episode
2025 11 mentions in 1 episode
2024 7 mentions in 7 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Saint Paul & Minnesota Foundation, oldest first

Mar 10, 2025 neutral
Assertion Not checkable as stated
O'Leary: Foundation had zero access to constrained managers in 2019
“We did not have any access to constrained managers in 2019.”
Shannon O'Leary Mar 10, 2025 ▶ 58:05 Shannon O'Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
Mar 10, 2025
Disclosure
O'Leary: Foundation shifted from consultant-driven to team-led investment model
“What I came into was functionally a very consultant-driven model, and we had an opportunity to shift from that consultant-driven model to a team-led approach. Which is what we've done.”
Shannon O'Leary Mar 10, 2025 ▶ 25:27 Shannon O'Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
Mar 10, 2025 positive
Insight
O'Leary: Jettisoning investment jargon engages non-financial stakeholders
“And probably the most successful thing I ever did was attempt to jettison as much of the investment industry lingo as I possibly could, because it was really clear to me that when the investment person comes in and starts talking, people get out their phones b…”
Shannon O'Leary Mar 10, 2025 ▶ 17:54 Shannon O'Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
Mar 10, 2025
Assertion Not checkable as stated
O'Leary: Foundation investment team turned over 100% twice before her arrival
“I came in after the investment team had essentially turned over a hundred percent twice.”
Shannon O'Leary Mar 10, 2025 ▶ 24:44 Shannon O'Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
Mar 10, 2025
Insight
O'Leary: Professionals often mistake rapid honesty for bluntness
“I think that people mistake Rapid honesty with bluntness. And my goal in communication is let's not beat around the bush. We don't know what's going to happen next. We're planning for a long-term relationship with manager ABC. We're planning for these assets t…”
Shannon O'Leary Mar 10, 2025 ▶ 9:24 Shannon O'Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
Mar 10, 2025
Disclosure
O'Leary: Foundation ensures endowment investments align with grant making
“And we are also very intentional and active in that portfolio about ensuring that the investments and the managers that we're choosing there Are not invested in ways that are in conflict with our grant making.”
Shannon O'Leary Mar 10, 2025 ▶ 24:23 Shannon O'Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
Mar 10, 2025 positive
Disclosure
O'Leary: Foundation shifting to negative consent to access fast-closing funds
“One of the things that we're bringing through our committee is a shift from affirmative consent to negative consent.”
Shannon O'Leary Mar 10, 2025 ▶ 57:47 Shannon O'Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
Mar 10, 2025 positive
Disclosure
O'Leary: Foundation secures core anchor managers before adding satellite positions
“We're going to do some of the standard seasoned managers that are going to be In a lot of cases, core positions in most portfolios will have some of that, and I think that's a fine strategy to have, especially in some of the slices of the portfolio where we're…”
Shannon O'Leary Mar 10, 2025 ▶ 52:30 Shannon O'Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
Mar 10, 2025 neutral
Insight
O'Leary: Engaging disengaged boards requires private wealth management communication skills
“The skills are exactly the same, because all of it is talking to the human's head. Whether you're in a board member who tunes out when the investment person starts talking, or you're the non-financial spouse, those are the same responses, and I'm going to use …”
Shannon O'Leary Mar 10, 2025 ▶ 26:02 Shannon O'Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more