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Lauren Taylor Wolfe

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54

first

2020-07-02

most recent

2020-07-02

sittings or episodes

1

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podcast

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1. “And he said, you know what? Forget business school. Come work for me, and you can cut your teeth here. And I said, Wow, that's tremendous. It's the type of position I'd want out of business school. So I deferred business school. I went to work for him. And I just had a tremendous experience cutting my teeth really in small caps and micro caps in the public markets. And what I learned there was we were doing a lot of speculative stuff. We were doing specs and pipes and direct investing into public companies and private companies. And I went to Wharton. I did my executive MBA on the weekends while I was working at the family office. So I started reading a lot about value investing grandma read the classics. And then we did this one deal at the family office called Turbo.”

   2020-07-02 · Capital Allocators · Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146) · IDENTIFIED FROM THE TRANSCRIPT · source

2. “Undergrad university, where I rolled up five businesses into one corporate umbrella, just was always fascinated with how businesses can operate more efficiently and drive profitability and value over the long run. Right out of school, I was interviewing in the 1999 dot-com era, so it was a very exciting times. I wrote a thesis on purchasing online and I went right into technology consulting. It was a firm called Diamond Technology Group, really McKenzie folks, meet Accenter folks, and their clients were Amazon and zebra and others. And my clients turned out to be the big investment banks. So I went to go work with my clients were Goldman Sachs and Morgan Stanley in the Kansas City Federal Reserve. And so I really got interested in finance and I was getting ready to go back to business school and I met a gentleman who was really investing his own capital. He ran a family office and I started challenging him on some of his technology investments.”

   2020-07-02 · Capital Allocators · Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146) · IDENTIFIED FROM THE TRANSCRIPT · source

3. “I grew up in the middle of two brothers, so very much in the rough and tumble of boys. My parents were very traditional. My father was the breadwinner. My mother was a stay-at-home mom. And I think my father, who I love dearly, was very much the typical father of that time who expected a lot from his boys and a little bit less from his girl. And I think that was one of the starting points of motivation for me, which was, and it's gone throughout the course of my career, just a series of underestimations. And it's just an ever-motivating theme of prove them wrong. And my friends like to joke with me if you ever want me to do something, just tell me I can't do it. But the message there is if you're a dad listening, expect a lot from your girls. My first exposure to stock picking was a sixth grade stock picking competition and I won by picking Procter& Gamble have always had a fascination with business. I led a business group in high school called DECA. I ran a business at Cornell.”

   2020-07-02 · Capital Allocators · Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146) · IDENTIFIED FROM THE TRANSCRIPT · source

4. “My guest on this, the eighth episode of Sustainable Investing The Next Frontier is Lauren Taylor Wolf, co-founder and managing partner of Impactive Capital, an activist hedge fund that engages with companies to drive long-term sustainable returns. Impactive employs a breadth of tools common to activist strategies, working with management teams on capital allocation, operational initiatives, and capital structure, and adds material ESG improvements as a key component of the long-term future success of its portfolio companies. Our conversation covers Lauren's early interest in investing, her path to founding Impactive, and her investment philosophy. We touch on impactive's four key investment criteria, examples of ESG activism in a hotel and auto dealer, and a wastewater business, evolution of interest in sustainability from”

   2020-07-02 · Capital Allocators · Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146) · IDENTIFIED FROM THE TRANSCRIPT · source