Capital Allocators – Inside the Institutional Investment Industry
Episodes
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...
Eli Casdin – Casdin Capital (Manager Meetings, EP.02)
15 Jul 2021
Contributed by Lukas
On today's manager meeting, Joel Wittenberg speaks with Eli Casdin. Joel is the former Chief Investment Officer of the W.K. Kellogg Foundation, one of...
Private Equity Masters 4: David Rubenstein – Carlyle Group (Capital Allocators, EP.203)
12 Jul 2021
Contributed by Lukas
David Rubenstein is the Co-Founder and Co-Chairman of The Carlyle Group. Founded back in 1987, Carlyle is one of the world's largest and most diversif...
Jeremy Grantham – GMO (Manager Meetings, EP.01)
08 Jul 2021
Contributed by Lukas
Alex Shahidi speaks with Jeremy Grantham. Alex is a past guest on the show and Co-CIO of Evoke Wealth and ARIS Consulting, a $19 billion registered in...
Special Announcement: Manager Meetings with Capital Allocators
05 Jul 2021
Contributed by Lukas
Manager Meetings with Capital Allocators will feature an interview with a money manager, conducted by one of the manager's institutional clients. We'...
Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202)
05 Jul 2021
Contributed by Lukas
Robert F. Smith is the Founder, Chairman and CEO, Vista Equity Partners. Vista is a private investment firm that focuses entirely on enterprise softwa...
Private Equity Master 2: John Connaughton – Bain Capital (Capital Allocators, EP.201)
28 Jun 2021
Contributed by Lukas
John Connaughton is a Co-Managing Partner at Bain Capital, a leading global private investment firm that oversees approximately $130 billion in assets...
Private Equity Masters 1: John Toomey – HarbourVest Partners (Capital Allocators, EP.200)
21 Jun 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...
Katy Milkman – How to Change (Capital Allocators, EP.199)
14 Jun 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...
Alex Rodriguez – Business after Baseball (Capital Allocators, EP.198)
07 Jun 2021
Contributed by Lukas
Alex Rodriguez had a 25-year professional baseball career, highlighted by appearing in 14 MLB All-Star Games, winning the 2009 World Series Championsh...
Charley Ellis – The Magic of David Swensen (Capital Allocators, EP.197)
31 May 2021
Contributed by Lukas
Charley Ellis is the founder of Greenwich Associates, author of sixteen investment books, and now a three-time guest on the show. The bookends of his ...
[REPLAY] Charley Ellis - Indexing and Its Alternatives (EP.62)
31 May 2021
Contributed by Lukas
Investment luminary Charley Ellis is the founder of Greenwich Associates, author of 16 books, and one of the most sought-after industry advisors worl...
[REPLAY] Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)
31 May 2021
Contributed by Lukas
Charley Ellis is one of the most highly regarded experts in the investment business. After spending nearly a decade as an equity research analyst in...
Ashby Monk – Innovation in Institutional Portfolios (Capital Allocators, EP.196)
24 May 2021
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)
24 May 2021
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...
Dan Ariely – The Human Capital Factor (Capital Allocators, EP.195)
17 May 2021
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...
[REPLAY] Dan Ariely – Investing in Irrationality (Capital Allocators, EP.93)
17 May 2021
Contributed by Lukas
Dan Ariely is a renowned behavioral economist, author, entrepreneur, and investor. He is the James B. Duke Professor of Psychology and Behavioral Ec...
Innovation in Private Markets 3: Sulaiman Alderbas – A Massive Restart at PIFSS (Capital Allocators, EP.194)
10 May 2021
Contributed by Lukas
Sulaiman Alderbas, the Head of Alternative Investments at Kuwait's $130 billion Public Institution of Social Security, or PIFSS. Sulaiman arrived at P...
Innovation in Private Markets 2: Mark Johnson – New Leaders in Private Equity at Astra (Capital Allocators, EP.193)
06 May 2021
Contributed by Lukas
Mark Johnson is the Managing Partner of Astra Capital Management, a mid-market growth buyout firm specializing in the communications and technology se...
Innovation in Private Markets 1: Steve Moseley – The Space in Between GPs and LPs at Alaska Permanent Fund (Capital Allocators, EP.192)
03 May 2021
Contributed by Lukas
Steve Moseley is the Head of Alternative Investments at Alaska Permanent Fund, a $70 billion sovereign endowment that supports the citizens of Alaska....
[REPLAY] Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)
03 May 2021
Contributed by Lukas
Daniel Adamson is a Senior Managing Director at Wafra and the President of Capital Constellation, a joint venture between mega asset owners in Europe,...
Brian Bares – Qualitative Concentration at BCM (Capital Allocators, EP.191)
26 Apr 2021
Contributed by Lukas
Brian Bares is the founder of Bares Capital Management, a $5 billion long only investment boutique that employs independent, qualitative research on g...
Cade Massey – People Analytics in Investing and the NFL (Capital Allocators, EP.190)
19 Apr 2021
Contributed by Lukas
Cade Massey is a Professor at the Wharton School where his research focuses on judgment under uncertainty, or how, and how well, people predict what w...
a16z Podcast with Linda Xie and Jesse Walden - All About NFTS (Capital Allocators, EP.189)
15 Apr 2021
Contributed by Lukas
In our continuing exploration of cryptocurrencies and blockchain technologies, headlines of late have turned to NFTs, or non-fungible tokens. From N...
Yen Liow - The Quest for the Right Tail at Aravt Global (Capital Allocators, EP.188)
12 Apr 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...
Dominic Garcia – Risk-based Investing at New Mexico PERA (Capital Allocators, EP.187)
05 Apr 2021
Contributed by Lukas
Dominic Garcia serves as Chief Investment Officer for the Public Employees Retirement Association of New Mexico (PERA), a $16 billion pension system t...
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
29 Mar 2021
Contributed by Lukas
Jeff Housenbold, a Managing Director for the last four years at Softbank Investment Advisors, where he led one of the six investment teams that deploy...
Ted with Jenny Heller – Compounding Knowledge and Relationships (Capital Allocators, EP.185)
25 Mar 2021
Contributed by Lukas
As we finish up book launch week, I thought I'd share this interview conducted by Jenny Heller, my friend, the 7th guest on the show, and the Presiden...