Maul: Carnegie implemented a primary and secondary coverage matrix for investments
Elisa Maul · Training Grounds – Carnegie Corporation of New York (EP.377) · Apr 1, 2024 · at 33:49
Carnegie Corporation alumna Elisa Maul describes the institutional coverage model instituted by co-CIOs Kim Liu and Meredith Jenkins.
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“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 you were traveling. So the way that Kim and Meredith set it up was, everybody had primary on their asset classes, and then you were secondary on certain asset classes. So you always had both the option and were highly encouraged to attend a meeting where you were the secondary. And part of your job also was to play devil's advocate for that.”
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