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Nov 10, 2021

Today's guest on the Mitlin Money Mindset™ is Elizabeth Burton, the Chief Investment Officer of the Employees’ Retirement System for the State of Hawaii. Elizabeth oversees $19 billion in pension fund assets and is also on the Board of Directors of the Chartered Alternative Investment Association. She was named one of Chief Investment Officer Magazine’s Top-40-Under-40. Additionally, Elizabeth received the Industry Innovation Award for plans under $20 billion by Chief Investment Officer Magazine and was listed in the Power 100 in 2019. In 2020 she was added to the list of top 1% of institutional investors by The Trusted Insight and has made several appearances on CNBC in order to address the state of the markets since the start of the pandemic. Listen in, as Ms. Elizabeth Burton shares her insights into what it means to manage a state pension fund and how institutional investors view the markets and assets. 

You will want to hear this episode if you are interested in...

  • Elizabeth’s path to becoming the CIO of ERS for Hawaii [2:43]
  • As fiduciary for a state pension system what are your goals for the fund? [7:13]
  • The approach to looking out into the future and building this allocation [10:28]
  • What is the pandemic’s effect on the state’s fund going forward? [14:16]
  • Do pension funds have more access to non-traditional assets than individuals [19:43]
  • Can the ordinary retail or accredited investor enter and invest in private equity? [24:45]
  • Is crypto part of the overall strategy for the pension system? [26:55]
  • The biggest change as a result of the move to Hawaii and what it’s like [31:29]
  • What Elizabeth did today that put her in the right mindset for success? [33:13]

Connect with Elizabeth Burton

A diversified portfolio does not assure a profit or protect against loss in a declining market. With respect to alternative investments in general, you should be aware that returns from some alternative investments can be volatile and you may lose all or a portion of your investment. Additional risks are associated with international investing, such as currency fluctuations, political and economic stability, and differences in accounting standards.

Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

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