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Luis Laboy

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59
first
2026-07-20
most recent
2026-07-20
sittings or episodes
1
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podcast

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  1. “Here's something for you. Most AI tools today are very good at sounding right. But can you actually trace it back to a filing transcript or specific passage that drove the answer? Or are you just trusting the confidence of the output? For allocators, that's not a minor concern. A missed filing, incorrect source, or context that gets lost somewhere in the retrieval chain aren't edge cases. They're how decisions go wrong. Is the AI platform built specifically for this? They own the content over five hundred million curated documents from broker research and expert transcripts to filings and earnings calls. And they own the retrieval layer on top of it. That means every answer can link back to an exact verifiable source. Because the answer is only as good as what's underneath it. And without the sense, you know exactly what that is.”

    2026-07-20 · Capital Allocators · Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512) · IDENTIFIED FROM THE TRANSCRIPT · source

  2. “Context, we just hosted our 10th summit, and we've now brought together 432 allocator organizations and 301 managers who've shared over 125, one on one contact. If either sounds like you, email us at hank at capitalallocators.com with your answers to three questions. One, how did you find the podcast? Two, what was your most recent project using AI? And three, how are you connected to someone on our team? Full descriptions of the role are available at capitalallocators.com. And thanks for spreading the word about our two new roles at Capital Allocators. Capital Allocators is brought to you by AlphaCense.”

    2026-07-20 · Capital Allocators · Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512) · IDENTIFIED FROM THE TRANSCRIPT · source

  3. “Experiences or how you deliver on them. The kind of unreasonable hospitality that makes Will Gadera smile. Thinking about how we make someone feel like the only person in the room. Takes off the chart's EQ and real curiosity about how AI can deepen the way we connect with people Tamar, our relationship Savant, owns the role today and she'll tell you it's the best seat in the business Second is Chief of Staff. A great multitasker who takes small projects and strategic planning off Hank and my plates and helps run our three businesses with AI at the core of the job. It's the seat Hank stepped into five years ago after a single post across our channels. And today he's our CEO. The sky is the limit on how the role could evolve.”

    2026-07-20 · Capital Allocators · Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512) · IDENTIFIED FROM THE TRANSCRIPT · source

  4. “And speaks in analogies. He's wildly entertaining, and in short, he's just a genuinely good dude. And that comes through in spades in our conversation. We get going, we're hiring at Capitol Allocators. Two roles that will shape our next chapter. They're two of the best jobs in the business, at least in my opinion, that'll help us bring together our community of allocators and managers to compound knowledge and relationships. And best of all, we get to serve this community without really selling them anything. The first is investor relations. The role includes both building real relationships with allocators and managers and creating the experiences that bring them together. The relationships come first, knowing who should meet who, what each person is working through, and where the connections lie.”

    2026-07-20 · Capital Allocators · Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512) · IDENTIFIED FROM THE TRANSCRIPT · source

  5. “Next guest on the senior decision maker series is Luis LeBoy, director of public equities at the Hewlett Foundation, where he spent the last decade of running the public equity book alongside CIO, Anna Marshall, a mentor and colleague he first met nearly 30 years ago. The foundation's assets stand at roughly $14 billion today. Louise spent 15 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. We went from a high turnover book at Everest to a handful of high-conviction relationships at Hewlett. How his time split between portfolio construction and manager selection has evolved over his career, and how his time marketing funds shaped the way he interviews managers and thinks about turnover today. Luis is incredibly insightful about how his early interests and upbringing have shown through across his career. He thanks”

    2026-07-20 · Capital Allocators · Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512) · IDENTIFIED FROM THE TRANSCRIPT · source

  6. “Miniseries, Senior Decision Makers, Features Conversations with Investors that have not yet ascended to the CIO seat. These professionals are the primary driver of decisions that lead new ideas into a portfolio or exits from a manager strategy and are at a fascinating point in their career. Partner and the CEO of Capital Allocators Hank Sturmack will take the mic and lead an exploration of the investment thinking and role of senior decision makers”

    2026-07-20 · Capital Allocators · Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512) · IDENTIFIED FROM THE TRANSCRIPT · source

  7. “CIOs of the largest pools of capital have jobs that require broad skill sets. They cover the world across asset classes and strategies, determine portfolio construction, and decide what goes into their portfolio. They're also leaders, managing people in an investment office, working with the board, and taking care of all their stakeholders, whether students, grantees, pensioners, family members, insured recipients, or sovereign states. It's a complex role that involves far more than just investing. But they don't do it alone. Behind every successful CIO, there is a talented team who focuses most, if not all of their time, on investing. We've spent time with many of these senior decision makers at our summits and find they are closest to the action and deeply insightful about investment. Opportunities and the investment process.”

    2026-07-20 · Capital Allocators · Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512) · IDENTIFIED FROM THE TRANSCRIPT · source

  8. “Lot about today. Are we asking the right questions about markets? Markets have indeed changed, and all of those risks that I mentioned now described any country in the world, not just emerging markets and developed markets are somehow the bastions of the opposite of all of those things. Should we be thinking about the whole structure of markets differently? What does that mean for portfolio construction? I'm Ted Sidees, and this is Capital Allocator.”

    2026-07-20 · Capital Allocators · Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512) · IDENTIFIED FROM THE TRANSCRIPT · source

  9. “If I describe a market to you, and I tell you this market has geopolitical risk. It has political uncertainty. It has social polarization. It's got policy risk. The market structure was changing. And I asked you to tell me which market I'm describing you would most likely say an emerging market. But it's not. Today it describes any market that's out there. Once upon a time, I went into Anna's office. This is back at RCM. It was maddening for a young analyst. The dollar was weakening. Emerging markets were falling. And I asked her, is a strong currency or a weak currency good or bad for emerging markets? And she just said, depends on why, which was deeply unsatisfying answer. For someone that still believed that the answers were in the spreadsheet, I wanted to put something until model, but I actually realized many years later, and this is probably why this answer from her has stuck around for 20 plus years, is that my question was wrong. That's where I'm thinking the”

    2026-07-20 · Capital Allocators · Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512) · IDENTIFIED FROM THE TRANSCRIPT · source