Dynamic Allocation and Concentrated Conviction – Zack McGuire (EP.524)

Zack McGuire is Senior Managing Director of Investments at Children's Healthcare of Atlanta.   Zack's career spans Citigroup, Emory University, the University of Georgia Foundation, and the Maine Public Employees Retirement System before joining Children's three and a half years ago.   His responsibilities extend well beyond investing into team leadership, overseeing the investment process, and strategic initiatives across the broader healthcare system.   Our conversation covers how an institution's capital base shapes its investment strategy, CHOA's thematic approach to portfolio construction, empowering a team of generalists, and leveraging investment relationships to support the broader institution.   Zack brings humility, curiosity, and conviction to his work, grounded in a belief that resonates deeply with us at Capital Allocators: one of the best ways to compound capital is to compound relationships.     AlphaSense free trial for Capital Allocators listeners.   Learn more about Juniper Square here.   Learn More Follow Ted on X at @tseides or LinkedIn Subscribe to the mailing list (https://capitalallocators.com/) Access Transcript with Premium Membership (https://capitalallocators.com/signup)   Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)