Muthu Muthiah - Inefficiency and Innovation at CHOA (EP. 339)

<p class="MsoNormal">Muthu Muthiah is the Chief Investment Officer of Children’s Healthcare of Atlanta (CHOA), one of the largest pediatric clinical care providers in the U.S. Muthu stewards CHOA’s $6 billion long term pool of capital, arriving a year ago after stints across a range of allocator seats the past twenty years.</p> <p class="MsoNormal"> </p> <p class="MsoNormal">Our conversation covers Muthu’s mobile upbringing, path to finance, and lessons learned working for a range of asset owners. We discuss his first CIO seat at Inatai, where he oversaw a $2 billion portfolio starting with a clean sheet of paper, and his new seat at CHOA, including the portfolio framework, team structure, and aspiration to achieve concentration, search for inefficiency, and invest in innovation.</p> <p class="MsoNormal"> </p> <p class="MsoNormal">For full show notes, visit the episode webpage here.</p> <p class="MsoNormal"> </p> <p class="MsoNormal"><strong>Learn More</strong><br /> Follow Ted on Twitter at <a href= "https://twitter.com/tseides?lang=en" target="_blank" rel= "noopener" data-saferedirecturl= "https://www.google.com/url?q=https://twitter.com/tseides?lang%3Den&source=gmail&ust=1694699610490000&usg=AOvVaw0iNC_aOUyGbfseHk35XDiL">@tseides</a> or <a href="https://www.linkedin.com/in/tedseides/" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.linkedin.com/in/tedseides/&source=gmail&ust=1694699610490000&usg=AOvVaw2gHMEin0mPGkoqAgPIjuYY">LinkedIn</a><br /> Subscribe to the <a href="https://capitalallocators.com/" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://capitalallocators.com/&source=gmail&ust=1694699610490000&usg=AOvVaw1JyC3MjTDqM4HPPEE6-FIy">mailing list</a><br /> Access Transcript with <a href= "https://capitalallocators.com/signup" target="_blank" rel= "noopener" data-saferedirecturl= "https://www.google.com/url?q=https://capitalallocators.com/signup&source=gmail&ust=1694699610490000&usg=AOvVaw2GVcbi_oqMf1l9UiFkxfGg">Premiu