Capital Allocators – Inside the Institutional Investment Industry

Top 5 of 2024: #2: Michael Milken - EP.371

02 Jan 2025

Contributed by Lukas

We're counting down the top 5 episodes of 2024.    Clocking in at number two is Mike Milken, Episode 3 71. Mike single-handedly developed the high y...

Top 5 of 2024: #3: Cliff Asness - EP.385

01 Jan 2025

Contributed by Lukas

We're counting down the top 5 episodes of 2024.    Coming in at number three is Episode 385 with the irrepressible Cliff Asness from AQR. Cliff is p...

Top 5 of 2024: #4: Ricky Sandler - EP.414

31 Dec 2024

Contributed by Lukas

We're counting down the top 5 episodes of 2024.    Coming in at number four is Episode 414 with Ricky Sandler from Eminence Capital. Ricky discusses...

Year in Review 2024 (EP.424)

30 Dec 2024

Contributed by Lukas

For this year's annual review, our CEO Hank Strmac and I sat down to discuss where we've been and where we're headed. Our conversation covers the bes...

Top 5 of 2024: #5: Alex Behring, Daniel Schwartz - EP.384

30 Dec 2024

Contributed by Lukas

We're counting down the top 5 episodes of 2024.    Coming in at number five is Episode 384 with Alex Behring and Daniel Schwartz of 3G Capital, disc...

Training Grounds: Wellington Management – Jean Hynes (EP.423)

23 Dec 2024

Contributed by Lukas

Today's show is our third in the Training Grounds mini-series, following Carnegie Corporation and Bain Capital to better understand how certain organi...

Eric Peters - Paradigm Shifts and Solutions at One River (EP.422)

16 Dec 2024

Contributed by Lukas

Eric Peters leads both One River Asset Management and Coinbase Asset Management and writes a widely dispersed blog called Wknd Notes, in which he shar...

[REPLAY] Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)

16 Dec 2024

Contributed by Lukas

Eric Peters is the founder and CIO One River Asset Management, where he searches for high conviction strategies coming out of his team's expertise tra...

[REPLAY] Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)

16 Dec 2024

Contributed by Lukas

Eric Peters is the founder and CIO One River Asset Management, an investment manager dedicated to delivering high conviction absolute-return strategie...

Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421)

09 Dec 2024

Contributed by Lukas

Consolidation in asset management is one of the industry's most important trends. When any industry enters a mature phase, consolidation brings the be...

Chris Heller - Ten Years of Weird Alternatives (EP.420)

02 Dec 2024

Contributed by Lukas

Chris Heller is the Co-Founder of Cordillera Investment Partners, a $1.6 billion manager of non-correlated, niche investments, or weird alternatives. ...

[REPLAY] Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP.28)

02 Dec 2024

Contributed by Lukas

On today's Manager Meeting, Greg Dowling interviews Chris Heller. Greg is the Co-CIO and Head of Research for Fund Evaluation Group, an institutional ...

Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419)

25 Nov 2024

Contributed by Lukas

Matt Bank is the Deputy Chief Investment Officer at GEM, an OCIO that manages $12 billion for forty clients. GEM was founded in 2007 by investment lea...

Jeff Glass - Home Equity Investment at Hometap (EP.418)

21 Nov 2024

Contributed by Lukas

Jeff Glass is the Cofounder and CEO of Hometap Equity Partners, a novel platform with $1 billion of investments alongside a mission to allow homeowner...

Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417)

18 Nov 2024

Contributed by Lukas

Jon Glidden is the CIO of Delta Air Lines, where he oversees the company's $16 billion pension fund. Jon joined Delta in 2011, when the plan had $7.5 ...

Chris and Rob Michalik - Twin Tackle of Private Equity at Kinderhook (EP.416)

11 Nov 2024

Contributed by Lukas

Chris and Rob Michalik are twin brothers and co-founders of Kinderhook Industries, a middle-market private equity firm overseeing $8 billion focused o...

[REPLAY] Ironclad Environmental Services – Chris and Rob Michalik (Kinderhook Industries), (PE Deals, S3E8)

11 Nov 2024

Contributed by Lukas

On episode eight of season three of Private Equity Deals, Chris and Rob Michalik discuss Kinderhook Industries' investment in Ironclad Environmental S...

Scott Bessent - Macro Maven (EP.415)

04 Nov 2024

Contributed by Lukas

Scott Bessent is the CEO and CIO of Key Square Group and a renowned global macro investor. His 40-year investment career has included two stints at So...

Ricky Sandler - Evolution of Long-Short Equity Investing (EP.414)

28 Oct 2024

Contributed by Lukas

Ricky Sandler is one of the OGs of fundamental long-short equity investing. Ricky started managing a hedge fund thirty years ago and founded Eminence ...

WTT: Yale Backs Emerging Managers… and Then What?

25 Oct 2024

Contributed by Lukas

The Yale Investments Office will soon select its first round of Prospect Fellowship recipients. I've been thinking about why Yale launched the Fello...

Brad Briner - Family Office to Public Service (EP.413)

21 Oct 2024

Contributed by Lukas

Brad Briner is the leading candidate for the Treasurer of North Carolina in the upcoming November election, a role that includes managing the state's ...

[REPLAY] Steve Rattner – Overseeing Michael Bloomberg's Family Office (Capital Allocators, EP.113)

21 Oct 2024

Contributed by Lukas

Steve Rattner is the Chairman and CEO of Willett Advisors, which invests former New York Mayor Michael Bloomberg's personal and philanthropic assets. ...

Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)

14 Oct 2024

Contributed by Lukas

Matt Miller is the Managing Director of Grey Rock Investment Partners. Matt co-founded Grey Rock as a traditional oil and gas manager in 2013. Today, ...

Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411)

10 Oct 2024

Contributed by Lukas

Kristof Gleich is the President and CIO of Harbor Capital Advisors. Harbor is a forty-year old firm that manages $62 billion by partnering with boutiq...

[REPLAY] Dan Ariely – The Human Capital Factor (Capital Allocators, EP.195)

10 Oct 2024

Contributed by Lukas

Dan Ariely is a leading behavioral economist, author, entrepreneur and the James B. Duke Professor of Psychology and Behavioral Economics at Duke Univ...

Stephen Nesbitt – Innovation in Private Markets for RIAs (EP.410)

07 Oct 2024

Contributed by Lukas

Stephen Nesbitt is the CEO and CIO of Cliffwater, an investment consultant and asset management firm specializing in alternative that oversees a combi...

David Salem - Investment Wisdom from the Owner's Box (EP.409)

30 Sep 2024

Contributed by Lukas

David Salem has been a pioneer, practitioner and student of institutional investing for the last forty years. David was the founding president and CIO...

Rahul Moodgal – Master Fund Raiser Returns (EP.408)

26 Sep 2024

Contributed by Lukas

Rahul Moodgal and I first met twenty years ago in his early days in the hedge fund business. We had been friends and professional acquaintances with m...

[REPLAY] Rahul Moodgal - Master Fund Raiser (EP.87)

26 Sep 2024

Contributed by Lukas

Rahul Moodgal has spent 20 years as a fund raiser across long only strategies, hedge funds, fund of funds, customized solutions, start-ups, and non-p...

Toby Rodes - Unlocking Value in Japan (EP.407)

23 Sep 2024

Contributed by Lukas

Toby Rodes is the Co-Founder and Managing Partner at Kaname Capital, a value- and quality-oriented manager of small-cap Japanese equities. Our conver...

Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406)

16 Sep 2024

Contributed by Lukas

Mike Maples Jr. is a partner at Floodgate, a pre-seed and seed-stage venture capital firm he co-founded in 2006 with Anne Miuro-Ko. He has been on the...

David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)

12 Sep 2024

Contributed by Lukas

Dave Breazzano is the head of the Credit Team at Polen Capital, where he oversees $8 billion of the firm's $65 billion in assets. Dave is one of the O...

Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404)

09 Sep 2024

Contributed by Lukas

Jase Auby is the Chief Investment Officer of the Teacher Retirement System of Texas, where he oversees the $200 billion pension fund that's the fifth ...

WTT: The Power of Private Equity

04 Sep 2024

Contributed by Lukas

My latest book, Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals, arrives next week. This post...

David Eichhorn - Serving Clients and Reducing Risk at NISA (EP.403)

02 Sep 2024

Contributed by Lukas

David Eichhorn is the CEO and Head of Investment Strategies at NISA, a $400 billion employee-owned asset manager of risk-controlled fixed income and d...

Michael Mervosh - Invest in Yourself (EP.402)

26 Aug 2024

Contributed by Lukas

Today's show is quite different from our typical show. It's an edited replay of a conversation from six years ago with Michael Mervosh, the Executive...

CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401)

19 Aug 2024

Contributed by Lukas

Josh Fenton is the CIO of the Leona M. and Harry B. Helmsley Charitable Trust, an $8 billion pool he began leading earlier this year upon the retireme...

[REPLAY] Roz Hewsenian – Helmsley Trust's Chief of People and Process (Capital Allocators, EP.63)

19 Aug 2024

Contributed by Lukas

Roz Hewsenian is the Chief Investment Officer of the $6 billion Helmsley Charitable Trust. Prior to joining Helmsley in 2010, Roz had a storied career...

Succession - Sarah Samuels on Generational Transitions (EP.400)

12 Aug 2024

Contributed by Lukas

As the first generation of investment firm founders approaches retirement age, the issue of succession to the next generation is increasingly at hand....

[REPLAY] Sarah Samuels – Framework and Rigor at NEPC (EP.264)

12 Aug 2024

Contributed by Lukas

Sarah Samuels is the Head of Investment Manager Research at NEPC where she oversees teams across public equities, credit, hedge funds, and private mar...

Todd Simkin - Game of Trading at Susquehanna (EP.399)

05 Aug 2024

Contributed by Lukas

Todd Simkin is an Associate Director at Susquehanna International Group, a global quantitative trading firm comprised solely of internal capital that ...

Jeff Assaf - Protecting Clients and Assets at ICG (EP.398)

29 Jul 2024

Contributed by Lukas

Jeff Assaf is the founder and CIO of ICG Advisors, which oversees $7B in assets for a highly curated group of 80 client families. While Jeff keeps his...

Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)

22 Jul 2024

Contributed by Lukas

Rob Small and Anil Seetharam are Managing Directors and founding members of the Stockbridge team at Berkshire Partners, a $5B concentrated public equi...

Jennifer Prosek – Nailing the Narrative (EP.396)

15 Jul 2024

Contributed by Lukas

Jennifer Prosek is the founder and CEO of Prosek Partners, a leading marketing and communications firm that for 30 years has helped the world's top br...

[REPLAY] Jen Prosek – Branding an Asset Management Firm (Capital Allocators, EP.81)

15 Jul 2024

Contributed by Lukas

Jennifer Prosek is the founder and CEO of Prosek Partners, a leading international public relations and financial communications consultancy with offi...

Training Grounds: Bain Capital, John Connaughton (EP.395)

08 Jul 2024

Contributed by Lukas

Today's show is the second in an ongoing mini-series discussing Training Grounds, organizations that have developed industry leaders. The first episod...

Charles Duhigg- Secrets of Communication (EP.394)

01 Jul 2024

Contributed by Lukas

Charles Duhigg is a celebrated writer for The New Yorker and author of bestseller "The Power of Habit." His latest book, "Supercommunicators," describ...

Ben Hunt - The Stories that Drive Markets (EP.393)

24 Jun 2024

Contributed by Lukas

Ben Hunt is the creator of Epsilon Theory and co-founder of Second Foundation Partners, where he writes and invests through the lens of narratives, or...

WTT: Reducing Fees: Actions Speak Louder Than Words

21 Jun 2024

Contributed by Lukas

I've been thinking about what it takes for allocators to lower the fee burden charged by managers on the path to increasing net returns. Read Ted's b...

Yann Robard - Liquidity Solutions for Private Capital at Dawson (EP.392)

17 Jun 2024

Contributed by Lukas

Yann Robard is the founder of Dawson Partners, a leading global alternative asset manager overseeing $20 billion that provides innovative structured s...

SPECIAL ANNOUNCEMENT: CAU for IR/BD Professionals

15 Jun 2024

Contributed by Lukas

Please join us for our first Capital Allocators University for Investor Relations and Business Development Professionals. Learn more and sign up here...

Graham Weaver – People-Driven Private Equity at Alpine (EP.391)

10 Jun 2024

Contributed by Lukas

Graham Weaver is the managing partner of Alpine Investors, a $17 billion people-driven private equity firm that invests in software and services busin...

Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390)

06 Jun 2024

Contributed by Lukas

Mo Haghbin is the Head of Multi-Asset Solutions at Invesco, where he develops and manages asset allocation strategies and portfolio solutions for $88 ...

Anne-Marie Fink - Cutting Edge Pension Investing at SWIB (EP.389)

03 Jun 2024

Contributed by Lukas

Anne-Marie Fink is the Head of Private Markets and Funds Alpha at the State of Wisconsin Investment Board or SWIB, which manages $140 billion of pen...

WTT: The Investment Manager Playbook - What Allocators Don't See

31 May 2024

Contributed by Lukas

My last post, The Investment Office Playbook: What Managers Don't See, discussed part of what happens inside an investment office that managers don't...

Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388)

27 May 2024

Contributed by Lukas

Alexis Ohanian is the General Partner and Founder of Seven Seven Six, an early-stage venture capital firm with $1 billion under management that he des...

Dan Tennebaum - The Case for India at India Capital (EP.387)

23 May 2024

Contributed by Lukas

Dan Tennebaum is the Managing Director at India Capital, a thirty-year-old investment firm focusing on public equities in India. Dan moved to the coun...

Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)

20 May 2024

Contributed by Lukas

Brett Barakett is the Founder and Chief Investment Officer of Tremblant Capital, a 23-year-old long-short equity and long-only firm focused on deep fu...

Cliff Asness - Simple Investing is Hard (EP.385)

13 May 2024

Contributed by Lukas

Cliff Asness is the Founder and CIO at AQR, an investment management firm at the intersection of financial theory and practice that oversees $100 bill...

Classic Deal - Burger King by 3G Capital (EP.384)

06 May 2024

Contributed by Lukas

3G Capital's buyout of Burger King may be the most successful private equity deal you've never heard about. Over the last fourteen years, or the lengt...

Alex Abell - Lower Middle Market Buyout Investing at RCP (EP.383)

02 May 2024

Contributed by Lukas

Alex Abell is a Managing Partner at RCP Advisors, which at $14 billion of committed capital, is one of the largest firms focused exclusively on lower-...

Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382)

29 Apr 2024

Contributed by Lukas

Letitia Johnson is the CIO of Amherst College, where she manages the school's $4 billion endowment. After thirteen years working with twenty-five clie...

David Morehead – Top Down Allocation at Baylor (EP.381)

22 Apr 2024

Contributed by Lukas

David Morehead is the CIO at Baylor University, where he oversees the $2.2 billion endowment. David came to Baylor thirteen years ago after an eightee...

Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)

15 Apr 2024

Contributed by Lukas

On today's show, we'll discuss another empty room – an opportunity ignored by most investors because they either don't want to or can't participate....

[REPLAY] Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)

15 Apr 2024

Contributed by Lukas

Chris Dixon is a General Partner at a16z where he leads Crypto investing, overseeing the largest pool in the space at $7 billion across four dedicated...

[REPLAY] Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172)

15 Apr 2024

Contributed by Lukas

Chris Dixon is a General Partner at Andreesen Horowitz, where he focuses on the a16z Crypto Funds.  Before joining Andreesen in 2013, Chris co-founde...

Shiloh Bates – CLO Investing at Flat Rock Global (EP.379)

11 Apr 2024

Contributed by Lukas

Shiloh Bates is the Chief Investment Officer at Flat Rock Global, an alternative credit manager specializing in the junior tranches of CLOs. Last year...

Nigel Dawn - Secondaries in Private Markets (EP.378)

08 Apr 2024

Contributed by Lukas

Nigel Dawn is the global head of Private Capital Advisory at Evercore, where he leads the secondaries business he started a decade ago. Under Nigel's ...

WTT: The Investment Office Playbook - What Managers Don't See

06 Apr 2024

Contributed by Lukas

I've been thinking about the investment office playbook and what managers don't see when they meet with allocators. Read Ted's blog here.

Training Grounds – Carnegie Corporation of New York (EP.377)

01 Apr 2024

Contributed by Lukas

Today's show is the first in an ongoing mini-series discussing Training Grounds, organizations that have developed and spawned future industry leaders...

Blythe Masters - Fintech Innovation at Motive Partners (EP.376)

25 Mar 2024

Contributed by Lukas

Blythe Masters a Founding Partner of Motive Partners, a $6 billion specialist private equity platform that builds, backs, and buys technology companie...

Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)

18 Mar 2024

Contributed by Lukas

Jonathan Tepper is the CIO of Prevatt Capital, a $450 million long only firm he founded in 2020 that takes a quality and value approach to own a conce...

[REPLAY] Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)

18 Mar 2024

Contributed by Lukas

Jonathan Tepper is the founder of Variant Perception, an economic research group that works with institutional managers, hedge funds, and allocators t...

Mike Freno – Confident Humility at Barings (EP.374)

14 Mar 2024

Contributed by Lukas

Mike Freno is the Chairman & CEO of Barings, a $400 billion global manager that invests across public and private fixed income, real assets, and capit...

Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373)

11 Mar 2024

Contributed by Lukas

Michael Leffell is the Managing Member of Portage Partners, Chairman of Canoe Intelligence, and Founder and Chairman of 10 East, an investment platfor...

Richard Sandler – The Prosecution of Michael Milken (EP.372)

04 Mar 2024

Contributed by Lukas

A long time ago, 33 years to be exact, Mike Milken pled guilty to 6 counts of violations of securities laws, went to jail for 2 years, and received a ...

Michael Milken – Innovations in Finance, Medicine, and Education (EP.371)

26 Feb 2024

Contributed by Lukas

Michael Milken is a legendary financier and philanthropist. Mike is best known for his role in creating the high yield bond market in the 1970s and 19...

Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)

19 Feb 2024

Contributed by Lukas

Michael Mauboussin is the Head of Consilient Research at Counterpoint Global, a $70 billion equity manager. Michael is renowned for his ability to art...

[REPLAY] Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)

19 Feb 2024

Contributed by Lukas

Michael Mauboussin currently is the Director of Research at BlueMountain Capital, a multi-billion dollar hedge fund and asset manager. He spent the ma...

Magnus Grimeland – Day Zero Investing at Antler (EP.369)

15 Feb 2024

Contributed by Lukas

Magnus Grimeland is the CEO and founder of Antler, one of the world's largest day zero investor. Antler's pre-seed strategy canvasses 27 countries, 1,...

Brad Jacobs – Masterclass on Leadership and Management (EP.368)

12 Feb 2024

Contributed by Lukas

Brad Jacobs is a career CEO and the founder of Jacobs Private Equity (his family office). Brad created and grew three platforms using a roll-up strate...

Ron Biscardi – Inside iConnections Global Alts (EP.367)

08 Feb 2024

Contributed by Lukas

Ron Biscardi, the CEO of iConnections, whose Global Alts conference in Miami is the largest capital introduction gathering in the industry. In additio...

Sanjay Ayer – Think Different and Get Better at WCM (EP.366)

05 Feb 2024

Contributed by Lukas

Sanjay Ayer is a portfolio manager at WCM Investment Management, the Laguna-based $80 billion equity manager profiled on three popular past episodes w...

[REPLAY] Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)

05 Feb 2024

Contributed by Lukas

Paul Black and Mike Trigg from WCM Investment Management are both past guests on the show who have taken an investment philosophy focused on culture a...

[REPLAY] - Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)

05 Feb 2024

Contributed by Lukas

You may remember my popular first meeting from a few years ago with Paul Black of WCM, then a $25 billion asset manager in Laguna Beach, CA. Since the...

[REPLAY] Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)

05 Feb 2024

Contributed by Lukas

Paul Black is Co-CEO and portfolio manager at WCM Investment Management, a $26 billion manager of global equities that he joined when it was a $200 mi...

Raphael Arndt – The Death of Traditional Portfolio Construction? (EP.365)

29 Jan 2024

Contributed by Lukas

Raphael Arndt is the CEO of the Future Fund, Australia's 200 billion AUZ ($135B) sovereign wealth fund that his team manages alongside 55 billion AUZ ...

[REPLAY] Raphael Arndt – Australia's Sovereign Wealth Fund CIO (EP.70)

29 Jan 2024

Contributed by Lukas

Raff Arndt is the Chief Investment Officer of Australia's AUZ$145 billion Sovereign Wealth Fund, the Future Fund.  He trained as an engineer and dove...

Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364)

25 Jan 2024

Contributed by Lukas

Today's Sponsored Insight features Chad Summe and Mike Veith, Partners at eGateway Capital, a Cincinnati based, thesis-driven firm that focuses on gro...

Tilly Franklin – Endowment Model at Cambridge University (EP.363)

22 Jan 2024

Contributed by Lukas

Tilly Franklin is the CEO and Chief Investment Officer at University of Cambridge Investment Management, where she oversees the £4.0B Cambridge Unive...

George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone (EP.362)

15 Jan 2024

Contributed by Lukas

George Michelakis is the Chief Investment Officer of Gladstone Management, a $2 billion long/short equity hedge fund based in London. George founded G...

WTT: The Next Alpha Frontier

13 Jan 2024

Contributed by Lukas

How will we generate returns to meet important spending needs in an increasingly unforgiving world? One answer is "Internal Alpha' – making fewer mi...

Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)

11 Jan 2024

Contributed by Lukas

Brian Christiansen is Executive Managing Director and Senior Portfolio Manager at Sands Capital, a growth-focused public and private equity manager th...

Ana Marshall – The Climb to Investment Excellence (EP.360)

08 Jan 2024

Contributed by Lukas

Ana Marshall is the CIO for the $14 billion William and Flora Hewlett Foundation and a two-time past guest on the show. This time around, we discuss A...

[REPLAY] Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)

08 Jan 2024

Contributed by Lukas

Ana Marshall is the CIO for The William and Flora Hewlett Foundation, where she oversees a $13 billion pool of capital. Ana joined Hewlett eighteen ye...

[REPLAY] Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

08 Jan 2024

Contributed by Lukas

Ana Marshall is the Vice President and Chief Investment Officer for The William and Flora Hewlett Foundation, where she oversees a $10.5 billion pool ...

Morgan Housel – Same as Ever (EP.359)

01 Jan 2024

Contributed by Lukas

Morgan Housel is a partner at Collaborative Fund, blogger about behavior and money, and author of The Psychology of Money. The book has sold 4.5 milli...

[REPLAY] Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)

01 Jan 2024

Contributed by Lukas

Morgan Housel is a partner at Collaborative Fund and one of my favorite writers about investing. Morgan recently released his first book, The Psycholo...

2023 Top Episode #1: Seth Klarman – Timeless Value Investing, EP.328

29 Dec 2023

Contributed by Lukas

We're counting down the top 5 episodes of 2023. The number one episode of the year, and the number one episode of all time, Seth Klarman – Timeless...

2023 Top Episode #2: Dmitry Balyasny – Multi-Strategy Platform at BAM, EP.341

28 Dec 2023

Contributed by Lukas

We're counting down the top 5 episodes of 2023. Number three covered private credit and number two covers the other most topical strategy of the year...