248. Brent Mattis of the Cleveland Clinic Investment Office: Off the Beaten Path in Investments and in Life

Brent Mattis is a Principal at the Cleveland Clinic Investment Office. He specializes in idea generation, manager selection and financial modeling for the investment portfolio and likes to look “off the beaten path” for opportunity. Prior to joining the Cleveland Clinic in 2017 he worked for 6 years in a family office in NYC with a particular focus on alternative assets, direct private investments and public equities.

We chart Brent’s path to finance and hear early on about his interest in gaming, poker and riding motorcycles.  This prompts a few detours around parallels between these interests and the art of investing – we hear about risk taking, decision making and strategy.

Brent describes a career path that was not exactly a smooth road, but the destination was still a fulfilling one, and we then move to discuss portfolio construction, governance and what “off the beaten path” looks like in terms of portfolio construction. We discuss orthogonal return drivers as well as rethinking more conventional ones.

This podcast is kindly supported by Resolute Investment Managers, Inc. and Ninety One Asset Management.

Resolute Investment Managers, Inc. is a diversified, multi-affiliate asset management platform that partners with more than 30 best-in-class affiliated and independent investment managers. Its unique platform delivers strategic value through a full suite of distribution, operational and administrative services available to affiliates and partners. Ninety One Asset Management is  a global asset manager with emerging markets roots that brings a different perspective to active and sustainable investing.