Shannon O'Leary
22 statements across 1 episodes · 6 bullish · 6 bearish · 1 people on the record · first statement Mar 10, 2025 by Shannon O'Leary · said 7 times in 7 episodes since 2024 · across every show →
On the record as a speaker too: Shannon O'Leary's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Ted Seides (7)
tap a year for its mentions
2024 7 mentions in 7 episodes 1 per episode
- Michael Mervosh - Invest in Yourself (EP.402)
- CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401)
- Succession - Sarah Samuels on Generational Transitions (EP.400)
- Todd Simkin - Game of Trading at Susquehanna (EP.399)
- Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)
- Charles Duhigg- Secrets of Communication (EP.394)
- Yann Robard - Liquidity Solutions for Private Capital at Dawson (EP.392)
- every mention in 2024, scene by scene →
Everything said about Shannon O'Leary, oldest first
Mar 10, 2025
Mar 10, 2025 bullish
Mar 10, 2025 neutral
Mar 10, 2025 positive
O'Leary: Having managers pitch a teenager exposes their true character
“What was so interesting to me was the shift in language, the shift in how they talked about the strategy, the degree of care and interest in explaining it to a seventeen-year-old revealed A lot about the nature of the people that I was meeting with, some of wh…”
Mar 10, 2025 positive
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…”
Mar 10, 2025 positive
Mar 10, 2025
Mar 10, 2025
O'Leary: Manager behavior reveals investment process and partnership fit
“If you don't spend a little of that time getting to know folks, understanding how they think, how they operate, that not only informs their investment thought process and how they treat their staff, how they approach their underlying assets, it's a really good…”
Mar 10, 2025
O'Leary: Foundation maintains a fifty-fifty liquid to illiquid asset split
“We don't have the flexibility of, say, a college endowment, so you've got to have enough liquidity built in there, and then obviously we're looking for that return. That bucket is probably fifty-fifty in terms of liquid versus non-liquid.”
Mar 10, 2025
Mar 10, 2025 neutral
Mar 10, 2025 negative
O'Leary: Many allocators refuse to share pacing schedules with managers
“So I bump into allocators who do not provide managers with any information of any kind. They don't want to say what they're looking for this year. They don't want to tell a manager that your category is a priority or not a priority this year. They're not inter…”
Mar 10, 2025 negative
Mar 10, 2025
O'Leary: Diligence pauses immediately if a manager dodges a question
“The experience gets baked into the process by us ensuring that if I don't get an answer, There's two other folks on this relationship that are gonna ask the same question, point out that it hasn't been answered, and it basically empowered us to be a lot bolder…”
Mar 10, 2025
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…”
Mar 10, 2025 positive
O'Leary: Getting managers to reveal concealed truths is 90% of diligence
“I think holding people's feet to the fire on tough stuff, like the conversation around the succession planning, those conversations where this is a safe venue for us to talk about hard things and really having managers understand that, and then feeling empower…”
Mar 10, 2025 positive
O'Leary: Direct LP feedback to founders relieves internal IR teams
“And generally what I find with those tough conversations is that this is a huge relief for the IR staff and the business development professionals is they know what the issues are. They would rather they have an allocator come in and be like, hey, I know what …”
Mar 10, 2025 negative
O'Leary: A communication void exists between allocators and managers
“There's a communication void between, I think, the allocator community and the managers. The IR folks generally are pretty well aware of what that gap is. It's that they have a hard time, I think, sometimes solving for X with whoever the investment professiona…”
Mar 10, 2025 negative
Mar 10, 2025 negative
Mar 10, 2025 negative
Mar 10, 2025 neutral
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 …”