Sloane Ortel and Ashby Monk are joined by Kelly Grotke, a PhD in history and founder of Pattern Recognition Research, to wade into divestment and its implications in the institutional investment world. The conversation explores the role of finance and investing in building the kind of society we want, the challenges of having productive conversations about divestment, and the ideological aversions to considering divestment in an institutional investment context.
Chapters
00:00 Introduction and Why Ashby's Rooting for North Korea
08:17 The Study on Free Money and Its Findings
13:44 China's Role in Investment Strategies
16:24 The Controversy and Potential of Divestment 19:36 Understanding Finance and Private Funds
22:56 The Growing Interest in Divestment
24:52 Over-the-Top Responses and Ideological Barriers
26:20 Long-Term Health and Character of Institutions
27:18 Navigating Divestment Movements and Engaging with Stakeholders
34:27 The Need for Transparency in Endowments and the Investment Industry
42:53 The Value of Hard Conversations and Challenging Existing Ideologies
47:29 Prioritizing the Next Generation and Education in Universities
54:12 Embracing Innovation and Transparency in the Investment Industry
01:02:05 The Potential of AI in Investment Analysis
01:05:02 The Long-Term Investor Fellowship Program at Stanford
01:06:01 Unconventional Management Consulting Interview Questions
01:09:25 Orcas vs. Yachts: A Battle of the Biosphere
01:14:29 Creating a Wildlife Pond in Your Backyard
01:21:20 Outro Music.mp3
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