What podcasts say about Erlina Yeo Terwelp

Every statement, with the speaker, the exact quote and the moment it was said.

What Erlina Yeo Terwelp has said on podcasts

29 statements · 11 positive · 5 negative · 5 mixed · 8 neutral

on Business and investment-manager evaluationNeutralOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
Business and investment-manager evaluation share largely the same fundamentals.
“I don't think there is a huge difference in the fundamentals of what you're looking at between a business and a manager.”
Listen at 0:00
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on Investment-specific factorsMixedOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
Five investment-specific factors can determine deal success or returns.
“there's probably five things unique to every investment that will make or break the deal or make or break the returns.”
Listen at 0:37
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on Investment decisionsMixedOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
Investment decisions require balancing trade-offs and risk-return profiles.
“there is a lot of dynamic decisions that you have to make around. different investment opportunities around trade-offs, around risk and return profiles.”
Listen at 7:57
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on Business and investment-manager evaluationNeutralOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
Positioning, competitive advantages, and people matter for businesses and managers alike.
“You need to look at the positioning and debate that they're in, whether thereabouts. All these things apply equally to a business as it does to a manager.”
Listen at 17:30
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on Investment managersPositiveOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
Investment managers should evaluate their firms as businesses.
“All managers need to look at their firms as businesses as well.”
Listen at 17:41
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on Business and investment-manager analysisNeutralOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
Business and manager analysis similarly considers positioning, moats, people, and execution.
“All those things are similar between a business and a manager.”
Listen at 18:07
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on Institutional equity-beta managementNeutralOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
Managing equity beta dynamically was uncommon among institutions at that time.
“It was less common back then to manage to an equity beta or a range as more of a form of dynamic risk management.”
Listen at 19:38
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on Generalist investment mindsetPositiveOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
A generalist mindset remains valuable early in an investment career.
“It's still valuable when you're younger and you come in with a generalist mindset.”
Listen at 23:19
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on Generalist investment approachPositiveOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
Generalists can compare asset classes and select from a broader opportunity set.
“You're able to compare across asset classes. You're picking from a bigger universe.”
Listen at 23:23
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on Specialist investment rolePositiveOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
Specialization improved her understanding of portfolio construction.
“The benefit to being a specialist for me a little bit later in life was that there was this element of portfolio construction that I had not appreciated.”
Listen at 23:51
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on Investment-specific factorsNeutralOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
Five investment-specific factors can determine a deal’s success or returns.
“I belong to the school where I believe that there's probably five things unique to every investment that will make or break the deal or make or break the returns.”
Listen at 29:23
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on Investment ideasPositiveOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
No team member has exclusive ownership of good investment ideas.
“Good ideas can come from anywhere. Nobody in team has monopoly on good ideas.”
Listen at 30:15
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on Investment-manager relationshipsNegativeOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
Remaining invested with managers too long can be a costly mistake.
“Some of the mistakes that I've made in the past amongst many is when you stay on the bus for too long, that can be hard.”
Listen at 32:46
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on Portfolio constructionNeutralOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
Portfolio construction determines manager sizing, manager count, and new-manager additions.
“There are portfolio construction decisions that determine how much we allocate to a manager, how many managers we allocate to, and whether we would add to a new manager.”
Listen at 34:40
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on Public and private marketsMixedOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
Public markets have recently outperformed private markets.
“as public markets have outrun private markets.”
Listen at 38:03
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on Nvidia CorporationNeutralOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
The next NVIDIA may not emerge until 2028.
“Maybe the next NVIDIA is not going to be built till 2028.”
Listen at 39:01
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on Interest rateNegativeOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
Higher interest rates materially change buyout investment economics.
“The biggest one, particularly for buyout, is higher interest rates. It makes the math different.”
Listen at 40:18
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on Private-market portfolio concentrationNegativeOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
Concentrated portfolio bets are a significant private-market risk.
“The second risk is the concentration of bets that we have in some parts of our portfolio.”
Listen at 40:43
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on Buyout operating playbooksPositiveOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
Replicable operating playbooks are especially important for buyout investments today.
“That idea of how do you replicate Your success, your operating playbook is particularly important today for buyouts.”
Listen at 41:37
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on Venture CapitalMixedOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
Venture capital is inherently high-risk and high-reward.
“Venture is inherently one of those asset classes. High risk, high reward.”
Listen at 42:03
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on Specialist buyout managersPositiveOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
Specialist buyout managers can provide operational advantages.
“Specialists can be helpful there.”
Listen at 42:50
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on Buy-and-build strategiesPositiveOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
Buy-and-build managers who execute well can generate exceptional results.
“People who do it well can generate exceptional results.”
Listen at 43:43
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on Workplace role fitNeutralOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
Poor role fit, rather than personal deficiency, explains many workplace mismatches.
“It's never the wrong person. It's the wrong job.”
Listen at 46:21
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on High-performing investment professionalsPositiveOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
Retaining and leveraging high performers requires responsibilities and learning opportunities.
“The question is, how do you keep high performers around? How do you leverage them?”
Listen at 47:47
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on Kim LewPositiveOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
Kim Lew continually adapts by examining how and why conditions change.
“She's always looking forward. She's always looking at why things have changed.”
Listen at 49:39
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on AI disruptionMixedOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
AI disruption is changing the investment environment and requires adaptation.
“There's the AI disruption. How do you invest through that?”
Listen at 50:59
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on Investment conditionsNegativeOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
Some investment conditions familiar over the past 10–20 years no longer exist.
“Certain things that we've been used to in the last 10, 20 years are not there anymore.”
Listen at 51:12
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on Investment intellectual honestyNegativeOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
Confusing risk identification with conviction undermines intellectual honesty.
“People mistake identifying risks for like a conviction and it goes to intellectual honesty.”
Listen at 53:26
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
on Young investment allocatorsPositiveOct 12, 2026· Capital Allocators – Inside the Institutional Investment Industry
Young allocators should regularly undertake uncomfortable actions to grow.
“Doing something that scares you every day is a good one.”
Listen at 53:49
Open the episode · Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.