Concentrating Managers and Diversifying Ideas at Hewlett – Luis Laboy

Podcast: Capital Allocators – Inside the Institutional Investment Industry · Ted Seides – Allocator and Asset Management Expert

Opublikowano: 2026-07-20

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 fr...