Capital Allocators – Inside the Institutional Investment Industry
Business:Investing
Eli Casdin – Casdin Capital (Manager Meetings, EP.02)
On today’s manager meeting, Joel Wittenberg speaks with Eli Casdin. Joel is the former Chief Investment Officer of the W.K. Kellogg Foundation, one of the largest philanthropic foundations in the U.S. Eli is the Founder and Chief Investment Officer of Casdin Capital, a $3.5 billion dollar investment firm focused on investments in life sciences. Their conversation starts with Eli’s thematic case for biotech and role of big pharma. They turn to the firm’s assessment of company management teams, private market strategy, internal management of research and decision-making processes, and the future of Casdin Capital. First, I chat with Joel about he came to invest with Casdin the fit of the strategy in Kellogg’s portfolio.
Learn More
Subscribe: Apple | Spotify | Google
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe Monthly Mailing List
Read the Transcript
Create your
podcast in
minutes
It is Free