Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)

Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)

Our next guest on the Senior Decision Makers series is Erlina Yeo Terwelp, a Managing Director at Columbia Investment Management Company, where she oversees the endowment's private markets portfolio. Erlina's path spans investment banking, private equity, growth equity, and family office investing before she joined Columbia nearly a decade ago. Our conversation covers her evolution as an allocator, how she thinks about manager selection and portfolio construction, the growing role of leadership and team development in her seat, and her perspective on generalist versus specialist team models after working within both. Erlina is candid, thoughtful, and funny — with a deep commitment to intellectual honesty, an openness to changing her mind, and a willingness to continually put herself in situations that force her to grow. Learn more about Juniper Square here. Learn More Follow Ted on X at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)

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Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)

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Charlie Rose is the Global Head of Real Estate Credit at Invesco, where he oversees an $85 billion global platform. Before joining Invesco, Charlie worked in real estate as an academic researcher, jac...

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Building the Total Portfolio at Ontario Teachers – Stephen McLennan (EP.518)

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Stephen McLennan is the Co-Chief Investment Officer of the Ontario Teachers' Pension Plan, where he oversees asset allocation for the $300 billion fund responsible for the retirement security of 346,0...

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Nancy Zimmerman – People, Process, and Fixed Income Arbitrage at Bracebridge (EP.517)

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Nancy Zimmerman is the co-founder and Managing Partner of Bracebridge Capital, a $13 billion alternative asset manager specializing in fixed income arbitrage that she founded over 30 years ago, in 199...

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André Perold – Investing Through Exponential Change (EP.516)

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André Perold is the co-founder and CIO of HighVista Strategies, an alternative asset manager overseeing $14 billion that searches for alpha opportunities in structurally inefficient markets. André has...

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André Perold, the Co-Managing Partner and Chief Investment Officer of HighVista Strategies, a $4B firm with roots in endowment-style investing that searches for inefficiencies across asset classes. An...

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[REPLAY] André Perold – Academic Practitioner (EP.02)

[REPLAY] André Perold – Academic Practitioner (EP.02)

André Perold is the Chief Investment Officer and Co-Managing Partner at HighVista Strategies, where for the last dozen years he has sat at the helm of a now $3 billion fund that takes a multi-asset cl...

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AI in the Investment Office – Abby Barlow, Laura Hill, Brian Sugrue, Jenny Heller, John Lawrence, Matt Bank, Kristin Kallergis Rowland, Jon Webster (EP.515)

AI in the Investment Office – Abby Barlow, Laura Hill, Brian Sugrue, Jenny Heller, John Lawrence, Matt Bank, Kristin Kallergis Rowland, Jon Webster (EP.515)

AI is top of mind for everyone in the investment business. Our Summits are abuzz with curiosity about what others are doing. I asked 8 CIOs to share how they're using AI today, including what's worki...

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