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Elisa Maul

Chief Investment Officer, DFO Management · 1 appearance on the record.

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investorexecutivedellfamilyoffice.com ↗

Alisa Mall oversees investment strategy, management, and portfolio construction across global multi-asset holdings for DFO Management. Prior to joining DFO in 2022, she directed real estate, natural resources, and absolute return strategies at Carnegie Corporation of New York and served as Managing Director at Foresite Capital.

6statements → 2claims → 0claims resolved → 4/5average certainty → 1.83/5average debate potential → ≈4.5/5argument clarity, estimated → 3said about them ↓

2 not checkable as stated how the 2 claims stand · each chip opens the sources

2 assertions · 4 insights · every statement was checked. The predictions and assertions are the 2 claims: statements the public record can support or contradict. 0 are resolved, and 2 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Elisa argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Elisa Maul on measured tape to publish a rate. This says nothing about how they speak.

Everything Elisa Maul said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Insight
Liu: Investment staff should take every headhunter call to know their value
“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…”
Elisa Maul Apr 1, 2024 ▶ 44:36 Training Grounds – Carnegie Corporation of New York (EP.377)
Insight
Maul: Mature private portfolios cannot easily shift without new cash flows
“Because the portfolio was so mature, and Carnegie has no income in cash flows, so once you have a mature private portfolio, it just is what it is. There's not a lot you can do without new cash flows.”
Elisa Maul Apr 1, 2024 ▶ 56:51 Training Grounds – Carnegie Corporation of New York (EP.377)
Insight
Maul: Single-family office investment policies must remain fluid and broad
“When it's one person whose capital it is, you can have a statement and it can have parameters, but it's a fluid expectation. Exercise. And this is a living, breathing person who has opinions and is in the markets every day and also watching his Bloomberg scr…”
Elisa Maul Apr 1, 2024 ▶ 1:05:01 Training Grounds – Carnegie Corporation of New York (EP.377)
Insight
Maul: Generalist investment teams naturally gravitate toward specialties over time
“I decided in the beginning I wanted a team of generalists because I wanted people to be making relative value decisions all the time. What I'm seeing naturally over time is people do gravitate towards their specialties and it just happens.”
Elisa Maul Apr 1, 2024 ▶ 1:05:37 Training Grounds – Carnegie Corporation of New York (EP.377)
Assertion Not checkable as stated
Maul: In 2008, Carnegie's private portfolio faced capital calls without distributions
“This was oh eight, and distributions had just totally stopped. She showed me this chart of the private portfolio. Of what should be a self-funding portfolio with capital calls matching distributions. And the chart was wildly out of whack because calls had cont…”
Elisa Maul Apr 1, 2024 ▶ 17:00 Training Grounds – Carnegie Corporation of New York (EP.377)
Assertion Not checkable as stated
Maul: Carnegie implemented a primary and secondary coverage matrix for investments
“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…”
Elisa Maul Apr 1, 2024 ▶ 33:49 Training Grounds – Carnegie Corporation of New York (EP.377)

The other half of the tape: Elisa Maul's own voice is left out of every number here. Other people bring the name up 2 times in 2 episodes on Capital Allocators. 1 statement on the record names them. every mention, with the transcript →

Who brings them up most Ted Seides 1Matt Miller 1

Statements about Elisa Maul, by other people (1)

Insight
Liu: A co-CIO structure places a promotion ceiling on the investment team
“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 Lew Apr 1, 2024 ▶ 54:00 Training Grounds – Carnegie Corporation of New York (EP.377)

Every mention by year

tap a year for its mentions
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000.51122024episodesmentions per episode
2024 2 mentions in 2 episodes 1 per episode

Appearances (1)

EpisodeDateSpeaking time
Training Grounds – Carnegie Corporation of New York (EP.377) Apr 1, 2024 18m
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