Jul 20
47m 4s
Our next guest on the Senior Decision Makers series is Luis Laboy, Director of Public Equity at the Hewlett Foundation, where he's spent the last decade running the public equity book alongside CIO Ana Marshall — a mentor and colleague he first met nearly thirty years ago. The foundation's assets stand at roughly $14 billion today.
Luis spent fifteen years as a direct emerging markets investor at Everest Capital before crossing to the LP side, and our conversation digs into how he's leveraged that experience as an allocator. We discuss how the cadence and depth of decision-making changed when he went from a high-turnover book at Everest to a handful of high-conviction relationships at Hewlett, how his time split between portfolio construction and manager selection has evolved over, and how his time marketing the fund shaped the way he interviews managers and thinks about turnover.
Luis is incredibly insightful about how his early interests and upbringing have shone through across his career. He thinks and speaks in analogies, he's wildly entertaining, and — in short — he's just a genuinely good dude, and that comes through in spades in our conversation.
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