Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508)
Capital Allocators – Inside the Institutional Investment IndustryShow Notes
Our first guest on the Senior Decision Makers mini-series is Nick Csicsko. Nick is a Managing Director at the Trinity Wall Street endowment, where he joined CIO Meredith Jenkins at the founding of the investment office in 2016 and has spent the last decade helping build a young endowment inside a 320-year-old institution. Today the endowment has grown to over $6 billion.
Nick's path into investing is a fascinating one. He studied composition and earned his Doctorate of Music at Juilliard. While there, he talked his way into an internship at Juilliard's endowment and never looked back.
Our conversation covers the lessons he carried from music into investing, his investment philosophy, and the details of his process. Manager selection sits at the heart of his work, and he articulates what separates the relationships that endure from the ones that don't. Nick is a remarkable storyteller and shares a number of real-life examples of manager relationships — some that worked out well, some that didn't, and others with insights for allocators and managers alike.
Learn More Follow Ted on Twitter 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)
More from Capital Allocators – Inside the Institutional Investment Industry
Ben Harrison is President of Industries at Intapp, a leading provider of software solutions to professional and financial services firms. Ben first joined me three years ago to discuss DealCloud, Intapp's platform serving the private capital community. Since then, Intapp has nearly tripled in size, and the rapid development of AI has created an entirely new opportunity for the business.
This Sponsored Insight features Ben Harrison, Founder and Co-President of DealCloud, our sponsor for Season 3 of Private Equity Deals.
My guest on today's show is Tracy Britt Cool, co-founder of Kanbrick, a long-term investment partnership that provides owners of family-owned, midsized businesses with a differentiated option from traditional private equity.
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.
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, jack-of-all-trades through the financial crisis, and investor up and down the capital stack for eight years at Canyon Partners.