Capital Allocators – Inside the Institutional Investment Industry

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

Capital Allocators – Inside the Institutional Investment Industry

Show Notes

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.

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Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)

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