Capital Allocators – Inside the Institutional Investment Industry

SPECIAL REPLAY: Matt Spielman – Inflection Points

26 May 2022

Contributed by Lukas

I'm excited to share that Matt Spielman, my friend of 25 years, a member of my personal Board of Directors, and my executive coach, released his first...

Billy Libby – Disruptive Venture Funding at Upper90 (Capital Allocators, EP.251)

23 May 2022

Contributed by Lukas

Billy Libby is the co-founder of Upper90, a firm that invests in a hybrid of debt and equity in early stage technology companies to help founders scal...

John Barber – The Art of Co-Investing at Cohesive Capital (Manager Meetings, EP.31)

19 May 2022

Contributed by Lukas

John Barber is the Managing Partner of Cohesive Capital, a $1 billion private equity firm founded in 2010 to focus exclusively on private and growth e...

Larry Kochard – From Endowment Professor to OCIO Chief at Makena Capital (Capital Allocators, EP.250)

16 May 2022

Contributed by Lukas

Larry Kochard is the CIO at Makena Capital Management, a $20 billion OCIO formed by senior executives from the Stanford Management Company in 2005. La...

[REPLAY] - Larry Kochard – Endowment Professor (Capital Allocators, EP.11)

16 May 2022

Contributed by Lukas

Larry Kochard is the CEO and CIO of the University of Virginia Investment Management Company (UVIMCO), where he provides leadership, connectivity to t...

Sahil Bloom – Creativity, Investing, and Engineered Serendipity (Capital Allocators, EP.249)

09 May 2022

Contributed by Lukas

Sahil Bloom is one of most dynamic up and coming creators in the financial community. He spent a decade in investment banking and private equity befor...

Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)

05 May 2022

Contributed by Lukas

On today's Manager Meeting, Paula Volent interviews Steve Drobny. Paula is a legend in the endowment world and recent guest on Capital Allocators who ...

Greg Dowling – Mid-Market Institutional Consulting at FEG (Capital Allocators, EP.248)

02 May 2022

Contributed by Lukas

Greg Dowling is the CIO and Head of Research at Fund Evaluation Group (FEG) – a mid-market investment consultant with $80 billion in discretionary a...

Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)

25 Apr 2022

Contributed by Lukas

Louis-Vincent Gave is the Founding Partner and CEO of GaveKal, one of the world's leading independent providers of macro research, and GaveKal Capital...

Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)

21 Apr 2022

Contributed by Lukas

On today's manager meeting, I interview Andrew Milgram, a Managing Partner and Chief Investment Officer of Marblegate Asset Management.  Marblegate i...

Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)

18 Apr 2022

Contributed by Lukas

Tom Lenehan is the CIO at the Wallace Foundation, where he oversees $2 billion for the New York City-based Foundation whose mission is to foster equit...

[REPLAY] Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)

18 Apr 2022

Contributed by Lukas

Tom Lenehan is the Deputy Chief Investment Officer of The Rockefeller University, where he helps lead the management of the University's $2B endowment...

Sebastian Mallaby – The Making of the New Future in Venture, Venture is Eating the Investment World 14 (Capital Allocators, EP.245)

11 Apr 2022

Contributed by Lukas

Sebastian Mallaby is the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations, a contributing columnist for T...

Steve Papa – Entrepreneur's Perspective on Venture, Venture is Eating the Investment World 13 (Capital Allocators, EP.244)

04 Apr 2022

Contributed by Lukas

Steve Papa has been part of reimagining the technology landscape for twenty years. He was the Founder and CEO of Endeca, an enterprise software compan...

Kathy Xu – Venture in China at Capital Today, Venture is Eating the Investment World 12 (Capital Allocators, EP.243)

28 Mar 2022

Contributed by Lukas

Kathy Xu is the Founding Partner of Capital Today, a $2.5 billion firm that is one of the top venture capitalists in China. Capital Today strives to h...

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

24 Mar 2022

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 ...

Renata Quintini and Roseanne Wincek – Renegade Spin-Out in the Supercritical Stage, Venture is Eating the Investment World 11 (Capital Allocators, EP. 242)

21 Mar 2022

Contributed by Lukas

Renata Quintini and Roseanne Wincek are the Co-Founders and Managing Partners of Renegade Partners, a venture capital firm they launched in 2019 after...

Kelsey Chase – Analyzing Venture Transactions at Aumni (Capital Allocators, EP.241)

17 Mar 2022

Contributed by Lukas

Today's show is a special Sponsor Insight from Aumni, highlighting their growing business for venture capitalists, operators, and LPs. Aumni helps pri...

Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)

14 Mar 2022

Contributed by Lukas

Arjun Sethi is Co-founder and CEO of Tribe Capital, a $1.3B venture capital fund built by engineers and scientists to focus on using product and data ...

James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)

10 Mar 2022

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 Mar 2022

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...

Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)

07 Mar 2022

Contributed by Lukas

Annie Lamont is a Co-Founder and Managing Partner of Oak HC/FT, a $3.3 billion venture capital firm investing across stages in tech-enable companies i...

Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)

28 Feb 2022

Contributed by Lukas

Occasionally, an event takes place that causes investors to reassess risk. Russian's actions in Ukraine last week could be a tipping point for one of ...

[REPLAY] Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)

28 Feb 2022

Contributed by Lukas

Marko Papic is the Chief Strategist at Clocktower Group, where he provides research on geopolitics, macroeconomics, and markets. Marko recently publis...

Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)

21 Feb 2022

Contributed by Lukas

Josh Wolfe is the Co-Founder and Managing Partner of Lux Capital, a $4 billion venture capital firm that invests in solutions to the most vexing puzzl...

[REPLAY] Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)

21 Feb 2022

Contributed by Lukas

Josh Wolfe is the co-founder of Lux Capital, a $1.5 billion venture capital firm formed to support scientists and entrepreneurs who pursue counter-con...

Joelle Kayden – Canvassing the Landscape at Accolade Partners, Venture is Eating the Investment World 7 (Capital Allocators, EP.235)

14 Feb 2022

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 ...

Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (Capital Allocators, EP.234)

07 Feb 2022

Contributed by Lukas

Aydin Senkut is the Founder and Managing Partner of Felicis Ventures, a $2 billion early stage venture firm that invests in founders building iconic c...

Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233)

31 Jan 2022

Contributed by Lukas

Ali Hamed is the Founder of CoVenture a $2 billion investor across the capital stack of technology start-ups reinventing the economy of the future. Al...

[REPLAY] Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40)

31 Jan 2022

Contributed by Lukas

Ali Hamed is the co-founder of CoVenture and Managing Partner of the CoVenture VC Fund.  CoVenture is an innovative company that identifies and inves...

Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)

24 Jan 2022

Contributed by Lukas

Fabrice Grinda is an entrepreneur, angel investor, and founder of FJ Labs, a venture capital firm that backs a diversified portfolio of startups in ma...

Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)

20 Jan 2022

Contributed by Lukas

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

Sean O'Sullivan – Start-up Development at SOSV, Venture is Eating the Investment World 3 (Capital Allocators, EP.231)

17 Jan 2022

Contributed by Lukas

Sean O'Sullivan is the founder of SOSV, a $1 billion global venture capital firm that seeds 150 companies a year through start-up development programs...

Chris Douvos – The LP's Perspective from Ahoy Capital, Venture is Eating the Investment World 2 (Capital Allocators, EP.230)

10 Jan 2022

Contributed by Lukas

Chris Douvos is the Founder and Managing Director of Ahoy Capital, where he invests in early-stage venture funds and co-invests alongside his managers...

[REPLAY] - Chris Douvos – Venture Capital's Super LP (Capital Allocators, EP.14)

10 Jan 2022

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...

David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)

03 Jan 2022

Contributed by Lukas

David Rosenthal and Ben Gilbert are venture capitalists and hosts of the Acquired podcast. Acquired is one of my favorite shows. In it, David and Ben ...

Jamie Montgomery – March Capital (Manager Meetings, EP.26)

30 Dec 2021

Contributed by Lukas

On today's Manager Meeting, Eric Upin interviews Jamie Montgomery. Eric is the Co-founder of Point Olema Capital, a private investments office serving...

Year in Review 2021, (Capital Allocators, EP.228)

27 Dec 2021

Contributed by Lukas

Our second annual review is an audio version of my annual letter to you. After the annual review, stay tuned for a rundown of the top shows of 2021. ...

#1: Chamath Palihapitiya – The Social Capital Flywheel, EP.167

27 Dec 2021

Contributed by Lukas

Chamath Palihapitiya is the founder and CEO of Social Capital, where he invests in private businesses, public markets, and experiments with that objec...

#2: Barry Sternlicht – Masterclass in Real Estate in a Post-Covid World, EP.216

27 Dec 2021

Contributed by Lukas

Barry Sternlicht is Chairman, CEO, and Founder of Starwood Capital Group, a $95 billion real estate investment firm with 4,000 employees and 16 office...

#3: Katy Milkman – How to Change, EP..199

27 Dec 2021

Contributed by Lukas

Katy Milkman, the James G. Dinan Professor at The Wharton School of the University of Pennsylvania, host of Choiceology, Charles Schwab's popular po...

#4: Yen Liow – The Quest for the Right Tail at Aravt Global, EP.188

27 Dec 2021

Contributed by Lukas

Yen Liow is the founder and Managing Partner of Aravt Global, a fundamental global equity firm based in New York that manages long-short and long only...

#5: John Toomey – Private Equity Masters Ep.01, HarborVest Partners, EP.200

27 Dec 2021

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...

Justin Fishner- Wolfson - 137 Ventures (Manager Meetings, EP.25)

23 Dec 2021

Contributed by Lukas

On today's manager meeting, Nat Fraser interviews Justin Fishner-Wolfson. Nat is an Executive Director at Agility, a $15 billion outsourced CIO firm s...

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

20 Dec 2021

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)

20 Dec 2021

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)

20 Dec 2021

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 m...

Jarrid Tingle and Henri Pierre-Jacques – Harlem Capital (Manager Meetings, EP.24)

16 Dec 2021

Contributed by Lukas

On today's Manager Meetings, Jason Klein sits down with Jarrid Tingle and Henri Pierre-Jacques. Jason is is the CIO at Memorial Sloan-Kettering Cancer...

Christopher Zook – Thematic Investing and Raving Fans at CAZ Investments (Capital Allocators, EP.226)

13 Dec 2021

Contributed by Lukas

Christopher Zook is the Chairman and CIO of CAZ Investments, a twenty-year old, non-traditional multi-family office that has $3 billion invested in a ...

Bill Trenchard - First Round Capital (Manager Meetings, EP.23)

09 Dec 2021

Contributed by Lukas

On today's Manger Meeting, Chris Douvos interviews Bill Trenchard. Chris was an early guest on Capital Allocators and is the Founder of Ahoy Capital, ...

Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)

06 Dec 2021

Contributed by Lukas

Ian Charles and Doc O'Connor are the Co-Founders and Managing Partners of Arctos Sports Partners, a private equity firm dedicated to buying minority s...

Will Cook - Sunriver Management (Manager Meetings, EP.22)

02 Dec 2021

Contributed by Lukas

On today's Manager Meeting, Ben Cooper interviews Will Cook. Ben is the Head of Manager Research at Cardano Group, a market leading investment adviser...

Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)

29 Nov 2021

Contributed by Lukas

Chas Cocke is the founder of LB Partners and a former co-founder of Investure, one of the original scaled OCIO businesses. Chas has followed an atypic...

Brian Higgins - King Street Capital (Manager Meeting, EP. 21)

24 Nov 2021

Contributed by Lukas

On today's Manager Meeting, Tarik Serri interviews Brian Higgins. Tarik is a Senior Director at Trans-Canada Capital, a $23 billion investment managem...

Todd Boehly - The Next Berkshire Hathaway at Eldridge (Capital Allocators, EP. 223)

22 Nov 2021

Contributed by Lukas

Todd Boehly is the Co-founder, Chairman, and CEO of Eldridge, a multi-billion dollar permanent capital holding company with investments in eighty busi...

Kyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings, EP.20)

18 Nov 2021

Contributed by Lukas

On today's Manager Meeting, Michael Liddy speaks with Kyle Samani and Tushar Jain. Mike is a Partner at Evanston Capital Management, a $4.5 billion he...

Richard Tedlow - Charismatic Business Leadership (Capital Allocators, EP.222)

15 Nov 2021

Contributed by Lukas

Richard Tedlow is the Class of 1949 Professor of Business Administration Emeritus at the Harvard Business School, where he spent three decades teachin...

Himanshu Gulati – Antara Capital (Manager Meetings, EP.19)

11 Nov 2021

Contributed by Lukas

On today's Manager Meeting, Craig Bergstrom interviews Himanshu Gulati. Craig is the Chief Investment Officer at Corbin Capital Partners, a $9 billion...

Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)

08 Nov 2021

Contributed by Lukas

Jordi Visser is the President & CIO of Weiss Multi-Strategy Advisers, a $4 billion hedge fund focused on an innovative investment process, insightful ...

[REPLAY] - Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)

08 Nov 2021

Contributed by Lukas

Jordi Visser is the President & CIO of $1.7 billion Weiss Multi-Strategy Advisers, an asset management firm with a 40-year history of focusing on inno...

Satya Patel – Homebrew (Manager Meetings, EP.18)

04 Nov 2021

Contributed by Lukas

On today's manager meeting, Tim Recker interviews Satya Patel. Tim is the Chief Investment Officer of the $4 billion James Irvine Foundation. Satya is...

Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220)

01 Nov 2021

Contributed by Lukas

Savneet Singh is the President and CEO of PAR Technology Corp and a Partner at CoVenture. PAR is a $1.6 billion market cap public company whose techno...

Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)

28 Oct 2021

Contributed by Lukas

On today's manager meetings, Ellen Ellison speaks with Rashmi Kwatra. Ellen is a past guest on Capital Allocators when she was Chief Investment Office...

Paula Volent – Star Endowment Manager's Next Act at Rockefeller University (Capital Allocators, EP.219)

25 Oct 2021

Contributed by Lukas

Paula Volent is the recently named Chief Investment Officer for Rockefeller University's $2.5 billion endowment. Paula previously oversaw Bowdoin Coll...

Stefan Kaluzny – Sycamore Partners [Manager Meetings, EP.16]

21 Oct 2021

Contributed by Lukas

On today's Manager Meetings, Kim Lew speaks with Stefan Kaluzny. Kim is the President and Chief Executive Officer of the Columbia Investment Managemen...

Erik Serrano Berntsen – Backing Alternative Founders at Stable Asset Management (Capital Allocators, EP.218)

18 Oct 2021

Contributed by Lukas

Erik Serrano Berntsen is the Founder and CEO of Stable Asset Management, whose mission is to back the Founders of tomorrow's leading investment firms....

Hamish Corlett – TDM Growth Partners (Manager Meetings, EP.15)

14 Oct 2021

Contributed by Lukas

On today's episode of Manager Meetings, Ethan Berman interviews Hamish Corlett. Ethan was the founder and CEO of NYSE-listed RiskMetrics Group until i...

Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214)

11 Oct 2021

Contributed by Lukas

Matt Brown is the Founder CEO of CAIS, a leading alternative investment platform on which thousands of financial advisors have invested over $12 billi...

Jonathan Brolin – Edenbrook Capital (Manager Meetings, EP.14)

07 Oct 2021

Contributed by Lukas

On today's manager meeting, Ellen Ellison speaks with Jon Brolin. Ellen is the former Chief Investment Officer of the University of Illinois Foundatio...

Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)

04 Oct 2021

Contributed by Lukas

Barry Sternlicht is Chairman, CEO, and Founder of Starwood Capital Group, a $95 billion real estate investment firm with 4,000 employees and 16 office...

Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

30 Sep 2021

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 ...

Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)

27 Sep 2021

Contributed by Lukas

Today's show is a little different from previous ones. Our Chief of Staff, Hank Strmac, had an idea to blend investing with some fun. It turned out I ...

[REPLAY] - Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)

27 Sep 2021

Contributed by Lukas

Jon Harris is the CEO of Alternative Investment Management, a twenty-year-old investment firm that started as a family office and has evolved into man...

[REPLAY] - Meredith Jenkins – A Path to Trinity (Capital Allocators, EP.31)

27 Sep 2021

Contributed by Lukas

Meredith Jenkins is the Chief Investment Officer of Trinity Wall Street, where she oversees $5.5 billion of the church's endowment and real estate as...

[REPLAY] - Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)

27 Sep 2021

Contributed by Lukas

Brett Barth is a founder and the CIO of BBR Partners. BBR manages north of $12.5B on behalf of 125 families in its multi-family office. In this episod...

Mike Smith and Nikhil Basu Trivedi – Footwork Ventures (Manager Meetings, EP.12)

23 Sep 2021

Contributed by Lukas

On today's Manager Meetings, Beezer Clarkson speaks with Mike Smith and Nikhil Basu Trivedi. Beezer is a past guest on Capital Allocators and is a Par...

Luke Ellis – The Man Behind The Man Group (Capital Allocators, EP.214)

20 Sep 2021

Contributed by Lukas

Luke Ellis is the CEO of Man Group, the largest publicly traded hedge fund company at $135 billion in assets across five distinct investment engines. ...

[REPLAY] Luke Ellis and Mario Therrien – Best Practices in Alternatives (Capital Allocators, EP.158)

20 Sep 2021

Contributed by Lukas

Luke Ellis and Mario Therrien are long-time veterans of the hedge fund industry who hold the Chairman and Deputy Chairman seats of the SBAI, or Standa...

Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)

16 Sep 2021

Contributed by Lukas

On today's Manager Meeting, Paul Black speaks to Ryan Batchelor.  Paul is a popular past guest on the show and the Co-CEO of WCM Investment Managemen...

Katie Hall – Hall Capital Partners (Capital Allocators, EP.213)

13 Sep 2021

Contributed by Lukas

Katie Hall is the Founder and Co-Chair of Hall Capital Partners, a $40 billion OCIO for high-net-worth families, endowments and foundations. She launc...

Leda Braga – Systematica Investments (Manager Meetings, EP.10)

09 Sep 2021

Contributed by Lukas

On today's manager meeting, Mario Therrien speaks with Leda Braga. Mario is a two-time past guest on the show and is the Head of Investment Funds and ...

Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)

06 Sep 2021

Contributed by Lukas

Three years ago, Paul Black from WCM Investment Management joined me on the show for a very popular conversation. At the time, WCM managed $25 billion...

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

06 Sep 2021

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)

06 Sep 2021

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...

Jan Garfinkle – Arboretum Ventures (Manager Meetings, EP.09)

02 Sep 2021

Contributed by Lukas

On today's show, Roz Hewsenian interviews Jan Garfinkle. Roz serves as the Chief Investment Officer of the Helmsley Charitable Trust, an $8 billion fo...

Jennifer Heller – Beginner's Mind with Professional Wisdom at Brandywine (Capital Allocators, EP.211)

30 Aug 2021

Contributed by Lukas

Jennifer Heller is the President and Chief Investment Officer of Brandywine Group Advisors, Inc., a subsidiary of Brandywine Trust Group. Jenny manage...

[REPLAY] - Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)

30 Aug 2021

Contributed by Lukas

Jenny Heller is the President and Chief Investment Officer of Brandywine Trust Group.  Brandywine formed 25 years ago to manage the capital for a sma...

Rick Rieder – BlackRock (Manager Meetings, EP.08)

26 Aug 2021

Contributed by Lukas

On today's manager meeting, Tim McCusker speaks with Rick Rieder. Tim is the Chief Investment Officer at NEPC, one of the industry's largest independe...

Matt Spielman – Executive Coaching in Asset Management (Capital Allocators, EP.210)

23 Aug 2021

Contributed by Lukas

Matt Spielman is the Founder and CEO of Inflection Point Partners an executive coaching practice he launched after a twenty-year career in the financi...

Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)

19 Aug 2021

Contributed by Lukas

On today's manager meeting, Donna Snider speaks with Bruce Martin. Donna was a past guest on the show when named Institutional Investor's top CIO of ...

Max Frumes and Sujeet Indap –Inside the Sausage Factory of the Caesar's Restructuring (Capital Allocators, EP.209)

16 Aug 2021

Contributed by Lukas

My guests on today's show are financial journalists Max Frumes and Sujeet Indap, co-authors of "The Caesars Palace Coup," a book detailing the bankrup...

Wylie Fernyhough – Private Equity Stakes (Capital Allocators, EP.208)

13 Aug 2021

Contributed by Lukas

Today's show is a special sponsor insight highlighting an example of the terrific research that comes out of Pitchbook. My guest is Wylie Fernyhough, ...

Greg Jensen – Bridgewater Associates (Manager Meetings, EP.06)

12 Aug 2021

Contributed by Lukas

On today's show, Stephen Gilmore interviews Greg Jensen. Stephen is the Chief Investment Officer at New Zealand Super Fund, the NZD $59 billion (USD $...

Private Equity Masters 8 – Chuck Davis – Stone Point Capital (Capital Allocators, EP.207)

09 Aug 2021

Contributed by Lukas

Our Private Equity Masters mini-series concludes with Chuck Davis, the CEO and Chairman of the Investment Committee at Stone Point Capital. Stone Poin...

Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)

05 Aug 2021

Contributed by Lukas

On today's manager meeting, Kristen VanGelder speaks with Jonathan Lewinsohn. Kristen is Deputy Chief Investment Officer at Evanston Capital, a $4 bil...

Private Equity Masters 7: Orlando Bravo – Thoma Bravo (Capital Allocators, EP.206)

02 Aug 2021

Contributed by Lukas

Orlando Bravo is a Founder and Managing Partner of Thoma Bravo, a private equity firm focused on software and technology companies with over $78 billi...

Julia Bonafede – Rosetta Analytics (Manager Meetings, EP.04)

29 Jul 2021

Contributed by Lukas

On today's manager meeting, Jim Dunn speaks with Julia Bonafede. Jim is a past guest on the show and the CEO and CIO of Verger Capital, an OCIO whose ...

Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital (Capital Allocators, EP.205)

26 Jul 2021

Contributed by Lukas

Doug Ostrover is the Co-Founder and CEO of Blue Owl Capital, a public company borne out of a merger combining Owl Rock Capital and Dyal Capital. Doug ...

Bill Ford – General Atlantic (Manager Meetings, EP.03)

22 Jul 2021

Contributed by Lukas

On today's show, Tom Lenehan interviews Bill Ford. Tom was a very early guest on the show while at Rockefeller University and earlier this year took o...

Private Equity Masters 5: Virginie Morgon – Eurazeo (Capital Allocators, EP. 204)

19 Jul 2021

Contributed by Lukas

Virginie Morgon is the CEO of Eurazeo, a publicly listed asset manager that's one of Europe's leading private equity investors with more than $26 bill...