Insight certainty 3/5 debate potential 2/5

O'Leary: Getting managers to reveal concealed truths is 90% of diligence

Shannon O'Leary · Shannon O'Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435) · Mar 10, 2025 · at 39:37

Shannon O'Leary, CIO of the St. Paul & Minnesota Foundation, describes her manager interview strategy to host Ted Seides.

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“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 empowered to actually tell me the hard things that they are trying not to tell me. Is 90% of the work.”

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