Capital Allocators – Inside the Institutional Investment Industry
Episodes
2023 Top Episode #3: Kipp deVeer – The World of Private Credit at Ares, EP.329
27 Dec 2023
Contributed by Lukas
We're counting down the top 5 episodes of 2023. At number three, Kip DeVeer and the world of private credit at Ares. The subject of private credit wa...
2023 Top Episode #4: Stan Miranda – Modern Endowment Model at Partners Capital, EP.334
26 Dec 2023
Contributed by Lukas
We're counting down the top 5 episodes of 2023. Coming in at number four is Stan Miranda, the modern endowment model at Partners Capital. Stan's orig...
Year in Review 2023 (EP.358)
25 Dec 2023
Contributed by Lukas
It's that time of year when I share my annual letter and a rundown of the top episodes of 2023. Like last year, we'll be counting down the top 5 epis...
2023 Top Episode #5: Gregg Lemkau – The Evolution of MSD, EP.291
25 Dec 2023
Contributed by Lukas
We're counting down the top 5 episodes of 2023. Kicking us off at number five, is Greg Lemkau, the evolution of MSD, episode 291. I can't say I'm sur...
Gary Sernovitz - Inside the CIO Seat (EP.357)
18 Dec 2023
Contributed by Lukas
Gary Sernovitz is Managing Director at Lime Rock Partners, an oil and gas-focused private equity firm that manages $10 billion, where he runs the firm...
Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)
14 Dec 2023
Contributed by Lukas
Today's Sponsored Insight features, Thomas Haugaard, a portfolio manager on the Emerging Markets Debt Hard Currency team at Janus Henderson Investors ...
[REPLAY] Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)
14 Dec 2023
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] Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
14 Dec 2023
Contributed by Lukas
Today's episode of Manager Meetings is our first sponsored show, with our friends at Janus Henderson Investors. I had the chance to speak with Daniel ...
Marcia Page – Corn Capitalist with a Velvet Hammer at Värde and MPowered (EP.355)
11 Dec 2023
Contributed by Lukas
Marcia Page is the Co-Founder and Executive Chair of Värde Partners and Founder and CEO of MPowered Capital. Värde is a thirty-year-old $13 billion ...
Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund (EP.354)
04 Dec 2023
Contributed by Lukas
Nicolai Tangen is the CEO of Norges Bank Investment Management, where he oversees the $1.3 trillion Norwegian Sovereign Wealth Fund, the largest sover...
Michael Levy – Crow Family Real Estate Empire (EP.353)
27 Nov 2023
Contributed by Lukas
Michael Levy is the CEO of Crow Holdings, the family real estate empire initiated by Trammel Crow seventy-five years ago that today includes longstand...
Ted Seides – Unlocking Investment Wisdom (EP.352)
23 Nov 2023
Contributed by Lukas
Happy Thanksgiving to everyone. For a little turkey treat, today's show has me on the other side of the mike. Sarah Samuels, the head of manager rese...
Chad Hutchinson – Professional Athlete to Professional Investor in Sports (EP.351)
20 Nov 2023
Contributed by Lukas
Chad Hutchinson is a partner at Arctos Partners, a private equity firm best known as the leading minority owner of professional sports franchises. Cha...
Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
13 Nov 2023
Contributed by Lukas
Rick Heitzmann is the founder and Managing Partner of FirstMark Capital, a network-driven seed and series A venture capital firm managing $3.5 billion...
Ted Martell – Empty Rooms: Commercial Real Estate Non-Performing Loans in NYC at Maverick Real Estate (EP.349)
09 Nov 2023
Contributed by Lukas
On today's sponsored insight, we'll discuss another empty room – an opportunity ignored by most investors because they either don't want to or can't...
Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)
06 Nov 2023
Contributed by Lukas
Allison Thacker is the President and Chief Investment Officer of Rice Management Company, where she oversees Rice University's $8 billion dollar endow...
Bruce Ou – Private Market Investing at GroveStreet (EP.347)
30 Oct 2023
Contributed by Lukas
Bruce Ou is the Managing Partner of GroveStreet, a boutique firm that has invested $10 billion in the private markets on behalf of fourteen institutio...
Tim Lyne – Three Decades of Private Credit at Antares (EP.346)
26 Oct 2023
Contributed by Lukas
This Sponsored Insight features Timothy Lyne, the CEO of Antares Capital, a alternative asset manager with $64+ billion in assets. Antares is a leadin...
Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)
23 Oct 2023
Contributed by Lukas
Raelan Lambert, John Jackson, and Erik Sebusch are three of the leaders at Mercer Alternatives, the alternative investment arm of the consulting jugge...
Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
16 Oct 2023
Contributed by Lukas
Isaac Corre is the founder, CEO, and Portfolio Manager of Governors Lane, a hedge fund he launched in 2015 focused on event-driven strategies. Isaac d...
WTT - NAV Loans: Canary or the Gold Mine?
14 Oct 2023
Contributed by Lukas
NAV loans are the latest development in private equity. Private credit managers see NAV loans as gold mines. Private equity managers are testing the w...
Finny Kuruvilla – The Fourth Source of Alpha at Eventide (EP.343)
12 Oct 2023
Contributed by Lukas
This Sponsored Insight features Finny Kuruvilla, the Co-Chief Investment Officer, Founding Member, and healthcare Portfolio Manager at Eventide Asset ...
Sonya Sawtell-Rickson – Total Portfolio Approach at Australian Superannuation HESTA (EP.342)
09 Oct 2023
Contributed by Lukas
Sonya Sawtell-Rickson is the Chief Investment Officer of Australian Superannuation Fund HESTA, a AUD 75 billion ($50 billion) pool dedicated to health...
Dmitry Balyasny – Multi-Strategy Platform at BAM (EP.341)
02 Oct 2023
Contributed by Lukas
Dmitry Balyasny is the founder, Managing Partner, and Chief Investment Officer of Balyasny Asset Management, a $21 billion multi-strategy hedge fund c...
Alan Forman – Yale Endowment Real Estate (EP.340)
25 Sep 2023
Contributed by Lukas
Alan Forman is the former Director of Real Estate at the Yale Investments Office, where he spent 31.5 years before retiring last year. For three decad...
Muthu Muthiah - Inefficiency and Innovation at CHOA (EP. 339)
18 Sep 2023
Contributed by Lukas
Muthu Muthiah is the Chief Investment Officer of Children's Healthcare of Atlanta (CHOA), one of the largest pediatric clinical care providers in the ...
Adam Karr – Extreme Alignment at Orbis (EP.338)
14 Sep 2023
Contributed by Lukas
Today's sponsored insight is with Adam Karr, the President and Portfolio Manager at Orbis, a $35 billion global equity manager founded in 1989 by lege...
Marlene Puffer – Canadian Pension Model at AIMCo (EP.337)
11 Sep 2023
Contributed by Lukas
Marlene Puffer is the CIO of Alberta Investment Management Corporation (AIMCo), where she oversees $160 billion on behalf of 17 pensions, endowments...
WTT: The Real Yale Model
09 Sep 2023
Contributed by Lukas
Investors have played the game of telephone with David Swensen's Pioneering Portfolio Management. Re-reading his book offers insights that differ from...
Jenn Birmingham – Organizational Alpha at PRINCO (EP. 336)
04 Sep 2023
Contributed by Lukas
Today's show is the most popular episode from our new podcast, Investment Management Operations. Subscribe to Investment Management Operations on App...
[REPLAY] Andrew Golden – Beyond the Long Term (Capital Allocators, EP.13)
04 Sep 2023
Contributed by Lukas
Andy Golden is the President of Princeton University's Investment Management Company (PRINCO). Having grown from $3B at the time of his arrival in 1...
Classic Deal: HCA – Chris Gordon, Bain Capital (EP.335)
28 Aug 2023
Contributed by Lukas
Next week, we'll release the first episode of Season 3 of Private Equity Deals, this time focusing on deals in the middle market. As an interlude be...
Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
21 Aug 2023
Contributed by Lukas
Stan Miranda is the Founder and Chairman of Partners Capital, a $50 billion OCIO that started in 2001 as a solution for private equity founders. Earli...
Kimberly Sargent – Passion and Mission at the Packard Foundation (EP.333)
14 Aug 2023
Contributed by Lukas
Kimberly Sargent is the Chief Investment Officer of the Packard Foundation where she oversees $10 billion. She is a well-respected member of the Yale ...
Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
10 Aug 2023
Contributed by Lukas
Today's Sponsored Insight features Michael Carmen, the Co-Head of Private Investments at Wellington Management. Wellington's Private Investment platfo...
Sachin Khajuria and Brendan Ballou – Private Equity: Profit or Plunder? (EP.331)
07 Aug 2023
Contributed by Lukas
Today's show is a panel about the merits of private equity. On one side is Sachin Khajuria. a former partner at Apollo and twenty-five-year veteran of...
[REPLAY] Sachin Khajuria – Two and Twenty, An Insider's Take on Private Equity (Capital Allocators, EP.285)
07 Aug 2023
Contributed by Lukas
Sachin Khajuria is a former partner at Apollo and twenty-five-year veteran of private equity who recently authored "Two and Twenty," a fantastic insid...
WTT: Active Management Today is a Single Decision
05 Aug 2023
Contributed by Lukas
This WTT: Active Management Today is a Single Decision comes from a few conversations I've had recently with CIOs about the underperformance of long o...
Ted Seides – The Art of the Interview (EP.330)
31 Jul 2023
Contributed by Lukas
After our recent podcast conversation, Matt Breitfelder, Partner and Global Head of Human Capital at Apollo, asked me if he could turn the tables and,...
Kipp deVeer – The World of Private Credit at Ares (EP.329)
24 Jul 2023
Contributed by Lukas
Kipp deVeer is a Director and Partner of Ares Management, the $30 billon market cap public company (ARES) that manages $360 billion in assets, includi...
Seth Klarman – Timeless Value Investing (EP.328)
17 Jul 2023
Contributed by Lukas
Seth Klarman is a legendary value investor and CEO and Portfolio Manager of The Baupost Group, an investment firm founded in 1982 that manages $27 bil...
Ravi Viswanathan – Venture Secondaries and Growth Capital at NewView (EP.327)
13 Jul 2023
Contributed by Lukas
Today's sponsored insight features Ravi Viswanathan, Founder and Managing Partner of NewView Capital (NVC), a venture firm that created a disruptive m...
James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
10 Jul 2023
Contributed by Lukas
James Aitken is the Founder of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon, England that works with one hundred of the mos...
[REPLAY] James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
10 Jul 2023
Contributed by Lukas
James Aitken is the Founder of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon, England that works with approximately one hund...
[REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
10 Jul 2023
Contributed by Lukas
Australian James Aitken is the Founder and Managing Partner of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon, England that w...
Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
03 Jul 2023
Contributed by Lukas
Porter Collins and Vincent Daniel are the founders of Seawolf Capital, their family office managed as an old school hedge fund. Previously, they were ...
Investment Management Operations Podcast
30 Jun 2023
Contributed by Lukas
We're excited to announce a new podcast set to air next week under the Capital Allocators umbrella – Investment Management Operations. Subscribe to...
Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
29 Jun 2023
Contributed by Lukas
This Sponsored Insight features Don Mullen. Don is the Founder & CEO of Pretium Partners, a $51 billion specialized investment firm he started in 2012...
Matt Breitfelder – Optimizing Investment Performance through Human Capital (Capital Allocators, EP.323)
26 Jun 2023
Contributed by Lukas
Matt Breitfelder is a Partner and Global Head of Human Capital at Apollo Global Management, where he focuses on attracting and developing extraordinar...
WTT – The Impermanence of Permanent Capital
24 Jun 2023
Contributed by Lukas
"Nothing lasts forever" as the aphorism goes, and such is the case with permanent capital. The quirk in the theoretically sound concept cause some cha...
Eric Resnick – Ski, Golf, and Vacation Investing at KSL (EP.322)
19 Jun 2023
Contributed by Lukas
Eric Resnick is the co-founder and CEO of KSL Capital Partners, a private equity firm launched in 2005 that specializes in the travel and leisure indu...
Breitling on Private Equity Deals
14 Jun 2023
Contributed by Lukas
Season 2 of Private Equity Deals concludes with one last name you know – luxury watchmaker Breitling. Ever wonder what happens when only the fourth ...
Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)
12 Jun 2023
Contributed by Lukas
Chris Sacca is one of the most accomplished venture investors of the last half century. He founded Lowercase Capital in 2010 and made seed stage inves...
Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
08 Jun 2023
Contributed by Lukas
Today's Sponsored Insight features Jim Falbe. Jim is the founder of Saguaro Capital Management, a newly launched value-oriented investment firm spun o...
Adam Shapiro – Post-Breeding Grounds for Rising Stars and Families (Capital Allocators, EP.319)
05 Jun 2023
Contributed by Lukas
Adam Shapiro is the Managing Partner of East Rock Capital, where he oversees $3 billion on behalf of a handful of families investing primarily in hedg...
Mavis Tire Express Services on Private Equity Deals
31 May 2023
Contributed by Lukas
Listen to Mavis Tire Express Services on Private Equity Deals. On Private Equity Deals this week, our 7th and penultimate episode of season 2 features...
Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)
29 May 2023
Contributed by Lukas
Today's episode is a true hedge fund master class. We convened a panel of three longstanding investors in the space - Craig Bergstrom, CIO and a Manag...
[REPLAY] Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)
29 May 2023
Contributed by Lukas
Adam Blitz is the CEO and Chief Investment Officer of Evanston Capital Management, a $4.5 billion hedge fund of funds manager with a decade and a hal...
WTT - I Don't Know
27 May 2023
Contributed by Lukas
I share a bunch of questions on my mind for which my best answer is "I Don't Know." These include issues around sovereign debt, asset allocation, an...
Kiyan Zandiyeh – Empty Rooms: Venture Capital on the Emerging Frontier at Sturgeon Capital (Capital Allocators, EP.317)
25 May 2023
Contributed by Lukas
Today's sponsored insight is another empty room, an opportunity ignored by most investors because they either don't want to or can't participate. This...
Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)
22 May 2023
Contributed by Lukas
Amy Falls is the CIO at Northwestern University, where she oversees the school's $14.2 billion endowment that supports university operations and funds...
Sam Zell – A Tribute to a Legend (REPLAY – EP.253)
20 May 2023
Contributed by Lukas
Last Thursday, we lost Sam Zell, one of the true investment greats and one of the most popular past guests on the show. As a small tribute to the grea...
Selective Search on Private Equity Deals
17 May 2023
Contributed by Lukas
It's executive search…for love. On Episode 6 of Season 2 of Private Equity Deals, Brent Beshore from Permanent Equity describes their purchase of th...
Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
15 May 2023
Contributed by Lukas
Marc is the Chairman, CEO, and Co-founder of Avenue Capital Group, a global investment firm focused on distressed debt that he founded in 1995 with hi...
Richard Craib – Crowdsourcing Data Science for Returns at Numerai (Capital Allocators, EP.314)
11 May 2023
Contributed by Lukas
Today's Sponsored Insight is from Richard Craib, the Founder and CEO of Numerai, a machine learning-based hedge fund launched in 2015 that crowdsource...
Tony Yoseloff – Forty Years of Davidson Kempner (Capital Allocators, EP.313)
08 May 2023
Contributed by Lukas
Tony Yoseloff is the Managing Partner of Davidson Kempner Capital Management, a forty-year-old, $40 billion multi-strategy investment management firm ...
Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
01 May 2023
Contributed by Lukas
Dr. Ashby Monk is the Executive & Research Director of the Stanford Research Initiative on Long-Term Investing. Ashby has studied and advised the larg...
[REPLAY] - Ashby Monk – Innovation in Institutional Portfolios (Capital Allocators, EP.196)
01 May 2023
Contributed by Lukas
Dr. Ashby Monk is the Executive and Research Director of the Stanford University Global Projects Center. Ashby was named by CIO Magazine as one of t...
[REPLAY] - Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29)
01 May 2023
Contributed by Lukas
Dr. Ashby Monk is the Executive and Research Director of the Stanford University Global Projects Center. He is also a Senior Research Associate at the...
Aaron Sack – Branded Middle Market Investing at Morgan Stanley (Capital Allocators, EP.311)
27 Apr 2023
Contributed by Lukas
My guest on today's sponsored insight is Aaron Sack, the head of Morgan Stanley Capital Partners, Morgan Stanley Investment Management's middle market...
Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)
24 Apr 2023
Contributed by Lukas
On today's show, we'll discuss a continuing empty room – an opportunity ignored by most investors because they either don't want to or can't partici...
Yahoo on Private Equity Deals
19 Apr 2023
Contributed by Lukas
Listen to Yahoo on Private Equity Deals. The fifth episode of Season 2 of Private Equity Deals releases today. We discuss Apollo's purchase of Yahoo...
Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
17 Apr 2023
Contributed by Lukas
Mario Giannini and John Toomey lead two of the largest private equity fund investors in the world. Mario is the CEO of Hamilton Lane, which manages ov...
[REPLAY] Mario Giannini – View from the Top of Private Equity at Hamilton Lane (Capital Allocators, EP.262)
17 Apr 2023
Contributed by Lukas
Mario Giannini is the CEO of Hamilton Lane, where he oversees nearly $1 trillion of assets under management and advisement in private capital, making ...
[REPLAY] Private Equity Masters 1: John Toomey – HarbourVest Partners (Capital Allocators, EP.200)
17 Apr 2023
Contributed by Lukas
My guest on the first episode of Private Equity Masters is John Toomey, one of two members of the Executive Management Committee at HarbourVest Partne...
Thoma Bravo's Behind the Deal Podcast (Capital Allocators, EP.308)
13 Apr 2023
Contributed by Lukas
Today's sponsored insight is a special podcast drop from our friends at Thoma Bravo. If you liked the episode with Orlando Bravo on Capital Allocator...
Coach Paul Assaiante – Leading People to Greatness (Capital Allocators, EP.307)
10 Apr 2023
Contributed by Lukas
Coach Paul Assaiante is the winningest coach in college sports history. For 30 years until announcing his retirement at the end of this season, Coach ...
WTT – Playing for Tomorrow
08 Apr 2023
Contributed by Lukas
The mismanagement of SVB's balance sheet got me thinking about other times in the past investing through periods when asset prices felt inflated acros...
Yellowstone Club on Private Equity Deals
05 Apr 2023
Contributed by Lukas
Listen to Yellowstone Club on Private Equity Deals The fourth episode of Season 2 of Private Equity Deals drops today on the Private Equity Deals pod...
Tom Joy – Divine Diversification and Responsibility at Church Commissioners (Capital Allocators, EP.306)
03 Apr 2023
Contributed by Lukas
Tom Joy is the Chief Investment Officer at the Church Commissioners of England, where he is responsible for the stewardship of the Church of England's...
Andy Lee – Empty Rooms: Investing in Tax Assets at Parallaxes Capital (Capital Allocators, EP.305)
30 Mar 2023
Contributed by Lukas
My guest on today's sponsored insight is Andy Lee, the Founder and CIO of Parallaxes Capital. Andy spun out of Lone Star in 2017 to focus on the niche...
Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
27 Mar 2023
Contributed by Lukas
Adam Rodman is the Founder and Chief Investment Officer of Segra Capital Management, the largest fund dedicated to investing in nuclear power across p...
WTT - Short-Term Gain, Long-Term Pain, Part 2
25 Mar 2023
Contributed by Lukas
Since I wrote Short-Term Gain, Long-Term Pain three weeks ago, we certainly hit a big one. I had a chance to take a step back and draw from my experi...
David Abrams – Sports Ecosystem Investing at Velocity (Capital Allocators, EP. 303)
23 Mar 2023
Contributed by Lukas
This sponsored insight features David Abrams, Founding Partner of Velocity Capital Management. Velocity is a newly formed firm that focuses on investi...
Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302)
20 Mar 2023
Contributed by Lukas
Colin Campbell is a Partner at Bain Capital and co-head of the Partnership Strategies team that manages assets primarily for Bain Capital's partners i...
TaylorMade on Private Equity Deals
15 Mar 2023
Contributed by Lukas
Listen to TaylorMade on Private Equity Deals It's almost golf season, and what better way to get mentally prepared for the game than listening to the...
William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301)
13 Mar 2023
Contributed by Lukas
Bill Orum is a Partner at Capricorn Investment Group, one of the largest and longest standing mission-aligned investment organizations. Capricorn over...
Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300)
06 Mar 2023
Contributed by Lukas
Tom Steyer is the founder and former head of Farallon Capital Management, climate activist, candidate for President of the United States in 2020, and ...
JUST RELEASED: Blue Triton Brands on Private Equity Deals
01 Mar 2023
Contributed by Lukas
Listen to Blue Triton Brands on Private Equity Deals. On the second episode of season 2 of Private Equity Deals, Scott Spielvogel from One Rock Capi...
Venture Capital Panel – Beezer Clarkson, Chris Douvos, and Joelle Kayden (Capital Allocators, EP.299)
27 Feb 2023
Contributed by Lukas
Beezer Clarkson, Chris Douvos, and Joelle Kayden are three of the most respected investors in venture capital funds, manning their forts at Sapphire V...
[REPLAY] Joelle Kayden – Canvassing the Landscape at Accolade Partners, Venture is Eating the Investment World 7 (Capital Allocators, EP.235)
27 Feb 2023
Contributed by Lukas
My guest on the 7th episode of Venture is Eating the Investment World is Joelle Kayden, the Founder and Managing Partner of Accolade Partners, a $3.6 ...
[REPLAY] Beezer Clarkson – Sapphire Gem of Early Stage Venture (Capital Allocators, EP.120)
27 Feb 2023
Contributed by Lukas
Beezer Clarkson is Managing Director at Sapphire Ventures where she is responsible for the management of Sapphire's fund investments in early stage ve...
[REPLAY] Chris Douvos – Venture Capital's Super LP (Capital Allocators, EP.14)
27 Feb 2023
Contributed by Lukas
Chris Douvos is Managing Director at Venture Investment Associates, a fund that invests $1B in commitments to venture capital funds. Chris is respons...
Dan Ivascyn – Fixed Income in the Limelight Again (Capital Allocators, EP.298)
20 Feb 2023
Contributed by Lukas
Dan Ivascyn is the Group-CIO of PIMCO, the legendary bond shop with nearly $2 trillion in assets under management. Dan arrived at PIMCO 25 years ago a...
JUST RELEASED: Fenway Sports Group on Private Equity Deals (Season 2)
15 Feb 2023
Contributed by Lukas
Season 2 of PE Deals starts this week with Fenway Sports Group. On Season 1, we shared stories of eight recent deals conducted by some of the premier...
José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297)
13 Feb 2023
Contributed by Lukas
José E. Feliciano is the Co-Founder and Managing Partner of Clearlake Capital Group. Clearlake manages $75 billion in assets in a flexible strategy a...
Brian Philpot – Financing Farmers at AgAmerica (Capital Allocators, EP. 296)
09 Feb 2023
Contributed by Lukas
Today's show is a sponsored insight from AgAmerica, the largest independent agricultural loan lender and servicer in the US. I sat down with President...
Marshall Boyd – Meat and Potatoes Multi-Family Real Estate at IEC (Capital Allocators, EP.295)
06 Feb 2023
Contributed by Lukas
Marshall Boyd is the Co-President and CIO at Interstate Equities Corporation, a real estate investment firm that manages $1 billion focusing exclusive...
John-Austin Saviano – Emerging Managers and IC Governance (Capital Allocators, EP.294)
30 Jan 2023
Contributed by Lukas
John-Austin Saviano is the founder of High Country Advisors, where he serves as a strategic advisor to both investment firms and the institutional poo...
Shundrawn Thomas - From Large Money Manager CEO to Social Impact Entrepreneur (Capital Allocators, EP. 293)
23 Jan 2023
Contributed by Lukas
Shundrawn Thomas is the Founder and Managing Partner of Copia Group, a new private investment firm that provides capital solutions to lower middle mar...