Our guest for today’s podcast is Wendy Li, Chief Investment Officer of Ivy Invest. Before founding Ivy Invest, Wendy spent her career as an institutional investor managing billions of dollars for some of New York’s largest endowments and foundations.

Most recently, Wendy was Managing Director of Investments at the Mother Cabrini Health Foundation (MCHF). At MCHF, she was responsible for developing the foundation’s investment strategy, sourcing and executing investments across asset classes, and exercising day-to-day management over MCHF’s $4B portfolio. Prior to MCHF, Wendy held similar responsibilities at UJA-Federation of New York. She began her career in the Investment Office of the Metropolitan Museum of Art.

Wendy is a graduate of Columbia University and a CFA charterholder.

Without further ado, here is our conversation with Wendy Li.

Our guest for today’s podcast is Richard Chau, Chief Investment Officer of the Tulane University Endowment. Richard joined Tulane in 2013 and was promoted to CIO in 2021. Prior to Tulane, Richard helped manage a multi-billion dollar global private equity portfolio in Bessemer Trust's Private Equity Funds Group. Before Bessemer, Richard worked in the investment office at The Andrew W. Mellon Foundation. His previous experience also includes investment banking at Houlihan Lokey and investment consulting at Cambridge Associates.

Richard has a BA in Economics and Chinese from Williams College and an MBA from Columbia Business School.

Without further ado, here is our conversation with Richard Chau.

Our guest for today’s podcast is Tina Suo, Head of Alternative Credit for the Office of NYC Comptroller. Tina joined the Office of the NYC Comptroller as a Senior Investment Officer in the Alternative Credit Group in August 2019. In this role, she assisted in making investment recommendations and advising on the alternative credit portfolio consisting of public and private non-traditional credit-oriented investments that include below-investment-grade debt. In May 2022, she was promoted to Head of Alternative Credit to oversee the alternative credit portfolio for the five New York City retirement systems.

Prior to the Office of the NYC Comptroller, Tina held roles in manager selection, risk management, trading, and portfolio management at leading sell-side and buy-side firms including PIMCO, Goldman Sachs, and New York Life Investments.

Tina received her M.B.A. degree from London Business School and B.S. degree in Information and Decision Sciences from University of Science and Technology of China.

Without further ado, here is our conversation with Tina Suo.