Episode 276: Wendy Li of Ivy Invest: The Founder's Journey, AI and the Human Touch

Wendy Li is the co-founder and CIO of Ivy Invest, a FinTech asset management firm.  She previously worked in the investment office of the endowment of New York's Metropolitan Museum of Art. In our discussion we start with her immigrant background in Pennsylvania, and her ascent through studying finance to a role in an allocator.

Our discussion then turns to the founder's journey - the challenge and opportunity that FinTech and WealthTech present, and why the human element is unlikely to be replaced fully.  Wendy emphasized the value of mentorship and the significance of giving back to the community through nonprofits like EWAAB and Flight Path Dance Project.

Wendy has a newsletter, which can be accessed here: askacio.ivyinvest.co

This podcast is kindly supported by GCM Grosvenor. GCM Grosvenor is a global alternative asset management firm with a longstanding commitment to supporting small, emerging, and diverse investment managers. For over 30 years, the firm has developed expertise in funding and guiding these managers as part of its broader activity across alternative investments.

With over $20 billion in AUM dedicated to small and emerging managers and $16 billion in AUM dedicated to diverse managers, GCM Grosvenor leverages its experienced team, broad network, and proprietary sourcing capabilities to support their success. Through the Small, Emerging, and Diverse Manager Program, the firm creates opportunities for investors to access a wide range of talent while seeking to drive strong returns and impact. For more information, visit www.gcmgrosvenor.com.