Ana Marshall, Vice President & Chief Investment Officer of Hewlett Foundation, moderated by Rahul Moodgal, Partner at Parvus Asset Management discuss Ana's extensive experience and wisdom gained from over two decades of managing investments.

Key Discussion Points:

- Ana's perspective on being an "investor" rather than just an "allocator."
- Insights from her book, "The Climb to Excellence," and how it relates to investment strategy.
- Ana's journey at Hewlett Foundation, including portfolio construction and governance.
- The importance of listening and building strong relationships in the investment world.
- The values that drive Ana's investment team at Hewlett Foundation.
- Strategies for building and managing a private investment portfolio.
- Ana's approach to evaluating and partnering with investment managers.
- Customized solutions and the power of collaboration with managers.
- The impact of working for a mission-based organization on investment relationships.

#InvestmentStrategies #FinanceInsights #Flexibility #FinancialSuccess #InvestmentWisdom #Philanthropy #PortfolioManagement #HewlettFoundation #Leadership #Finance

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