Capital Allocators – Inside the Institutional Investment Industry

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...

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...