Profile 9 min read

Lessons from Sarah Samuels

Sarah Samuels, Chief Investment Officer at NEPC, focuses on asset allocation, private-market manager evaluation, and checking behavioral biases in institutional portfolios. Her work connects disciplined manager selection and portfolio construction with a commitment to childhood financial literacy.
Profile 9 min read

Lessons from Sandra Robertson

Sandra Robertson, founding CEO and CIO of Oxford University Endowment Management, built the university’s modern investment structure. Her framework combines fluid asset allocation with a strict multigenerational horizon for managing institutional portfolios, market drawdowns, and outside managers.
Profile 9 min read

Lessons from Matt Whineray

Matt Whineray, former leader of the New Zealand Superannuation Fund, systematically bought assets during market panics through strategic tilting. He treated climate change as a financial variable and aligned organizational structure, long-horizon portfolios, and sovereign capital goals.
Profile 7 min read

Lessons from Collette Chilton

Collette Chilton, the first Chief Investment Officer at Williams College, built its investment office and tied portfolio decisions directly to the school’s mission. Her methods emphasize humility, diverse managers, patient asset allocation, staff mentorship, and institutional durability.
Profile 11 min read

Lessons from Thomas Russo

Thomas Russo, managing member of Gardner Russo & Quinn, studies global consumer brands and family-controlled businesses through the “capacity to suffer.” The idea asks management to endure short-term earnings pressure so investments can secure long-term advantage and compound wealth.
Profile 9 min read

Lessons from Richard Lawrence

Richard Lawrence, founder of Overlook Investments, uses the Overlook Model to cap fund size, protect returns, and enforce financial alignment between managers and clients. His framework links business evaluation, firm independence, and resilience through severe emerging-market bear cycles.
Profile 8 min read

Lessons from Mark Baumgartner

Mark Baumgartner is an aerospace engineer turned institutional investor who has managed capital for foundations, an institute, and a university. His approach to asset allocation centers on assessing risk and evaluating outside managers when markets become volatile.
Profile 9 min read

Lessons from Luke Ellis

Luke Ellis ran Man Group and balanced fundamental intuition with systematic discipline, offering a sharp framework for studying central bank policy, talent management, and the uncomfortable idea that most market risks are self-inflicted.

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