Capital Allocators – Inside the Institutional Investment Industry
Episodes
[REPLAY] - Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)
25 Mar 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...
SPECIAL ANNOUNCEMENT: Launch of capitalallocators.com
22 Mar 2021
Contributed by Lukas
I'm excited to share that we have launched our new website at capitalallocators.com or still, at the familiar capitalallocatorpodcast.com. The new ...
Ted with Patrick O'Shaughnessy – Lessons from the World's Elite Money Managers (Capital Allocators, EP.184)
22 Mar 2021
Contributed by Lukas
My new book – Capital Allocators: How the world's elite money managers lead and invest – releases tomorrow. I've been on a bit of a podcast tour...
Crypto for Institutions 4: Ari Paul – Exploiting Inefficiencies in Crypto Trading (Capital Allocators, EP.183)
18 Mar 2021
Contributed by Lukas
Ari Paul is the co-founder and chief investment officer of BlockTower Capital, a crypto and blockchain investment firm he started alongside Matthew Go...
Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182)
15 Mar 2021
Contributed by Lukas
Seth Ginns is Managing Partner and Head of Liquid Investments at CoinFund, which he joined a year ago after a seventeen-year run as a large cap growth...
Crypto for Institutions 2 – Michael Sonnenshein – A Path to Entry (Capital Allocators, EP.181)
11 Mar 2021
Contributed by Lukas
Michael Sonnenshein is the CEO of Grayscale Investments, which is the world's largest digital currency asset manager with $40 billion under management...
Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)
08 Mar 2021
Contributed by Lukas
Eric Peters is the founder and CIO One River Asset Management, where he searches for high conviction strategies coming out of his team's expertise tra...
[REPLAY] - Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172)
08 Mar 2021
Contributed by Lukas
Chris Dixon is a General Partner at Andreesen Horowitz, where he focuses on the a16z Crypto Funds. Before joining Andreesen in 2013, Chris co-founde...
Alex Shahidi and Damien Bisserier – Uncorrelated Return and Balanced Risk at Evoke-ARIS (Capital Allocators, EP.179)
01 Mar 2021
Contributed by Lukas
Alex Shahidi and Damien Bisserier are the Co-CIOs and of Evoke Wealth and ARIS Consulting, a $19 billion registered investment advisor they co-founded...
Acting Chairman Rostin Behnam – CFTC Regulatory Perspectives on Crypto and Climate (Capital Allocators, EP.178)
22 Feb 2021
Contributed by Lukas
Rostin Behnam is the Acting Chairman of the Commodities Futures Trading Commission. He was nominated and approved by the prior administration in 2017 ...
Jennifer Prosek – Business Development and Leadership in a Virtual World (Capital Allocators, EP.177)
15 Feb 2021
Contributed by Lukas
Jennifer Prosek is the founder and CEO of Prosek Partners, a leading international public relations and financial communications consultancy and a pop...
[REPLAY] Jen Prosek – Branding an Asset Management Firm (Capital Allocators, EP.81)
15 Feb 2021
Contributed by Lukas
Jennifer Prosek is the founder and CEO of Prosek Partners, a leading international public relations and financial communications consultancy with offi...
David Baran and Kazuhiko Shibata – Friendly Activism in Japan at Symphony (Capital Allocators, EP.176)
08 Feb 2021
Contributed by Lukas
David Baran and Kazuhiko Shibata are the co-founders of Symphony Financial Partners, a twenty-year old Asia-based manager of $1.3 billion in assets. S...
BONUS – Michael Mauboussin on the Decision Education Podcast
04 Feb 2021
Contributed by Lukas
I am excited to share the first episode of a new podcast called The Decision Education Podcast. It's the brainchild of the Alliance for Decision Ed...
Private Equity Masters: Paul Salem – Providence Equity Partners (Capital Allocators, EP.175)
01 Feb 2021
Contributed by Lukas
Today's show is a preview of a mini-series coming in a few months, where I'll be speaking with some of the preeminent leaders in private equity to lea...
Collette Chilton – Humility and Loyalty at Williams College (Capital Allocators, EP.174)
25 Jan 2021
Contributed by Lukas
Collette Chilton is the CIO of Williams College where she has overseen its $3 billion since 2006. Collette is nothing short of a legend in the busines...
Fran Kinniry – The Comfort of Paradox at Vanguard Group (Capital Allocators, EP.173)
18 Jan 2021
Contributed by Lukas
Fran Kinniry is a twenty-three year veteran at the Vanguard Group, where he's led the teams that spearhead Vanguard's research into new products. Fran...
Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172)
11 Jan 2021
Contributed by Lukas
Chris Dixon is a General Partner at Andreesen Horowitz, where he focuses on the a16z Crypto Funds. Before joining Andreesen in 2013, Chris co-founde...
James Clear – Mastering Habits (Capital Allocators, EP.171)
04 Jan 2021
Contributed by Lukas
James Clear, author of last year's New York Times bestseller Atomic Habits, which has already sold 3 million copies worldwide. James also publishes ...
Ted Seides - Capital Allocators Year in Review (Capital Allocators, EP.170)
28 Dec 2020
Contributed by Lukas
With a big thank you for your enthusiastic engagement with the show, Ted offers a year in review of the podcast and the business behind the podcast. ...
[REPLAY] Rahul Moodgal - Master Fund Raiser (Capital Allocators, EP.87)
28 Dec 2020
Contributed by Lukas
Rahul Moodgal has spent 20 years as a fund raiser across long only strategies, hedge funds, fund of funds, customized solutions, start-ups, and non-p...
[REPLAY] Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
28 Dec 2020
Contributed by Lukas
Dan Rasmussen is the Founder and portfolio manager at Verdad Advisers, which he launched in 2014 to replicate the historical success of private equity...
[REPLAY] Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)
28 Dec 2020
Contributed by Lukas
Gregory Zuckerman is a special writer at the Wall Street Journal and the author of five books, including his most recent, The Man Who Solved the Marke...
[REPLAY] James Aitken – Systemic Risk in a Crisis (Capital Allocators, EP.126)
28 Dec 2020
Contributed by Lukas
In the midst of this unprecedented time, I thought it would be helpful to hear from James Aitken, the extraordinary macro strategist who specializes i...
[REPLAY] Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
28 Dec 2020
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...
[REPLAY] Annie Duke – How to Decide (Capital Allocators, EP.156)
28 Dec 2020
Contributed by Lukas
Annie Duke, former professional poker player, decision-making expert, best-selling author, and regular guest on the show. Annie's latest masterpiece i...
André Perold – Pockets of Inefficiency at HighVista Strategies (Capital Allocators, EP.169)
21 Dec 2020
Contributed by Lukas
André Perold, the Co-Managing Partner and Chief Investment Officer of HighVista Strategies, a $4B firm with roots in endowment-style investing that s...
[REPLAY] André Perold – Academic Practitioner (Capital Allocators, EP.02)
21 Dec 2020
Contributed by Lukas
André Perold is the Chief Investment Officer and Co-Managing Partner at HighVista Strategies, where for the last dozen years he has sat at the helm o...
Diversity Equity & Inclusion 5: Daryn Dodson – Training and Action at Illumen Capital (Capital Allocators, EP.168)
14 Dec 2020
Contributed by Lukas
Daryn Dodson is the founder of Illumen Capital, a venture fund of funds that seeks to invest in the best impact fund managers and takes them through a...
Chamath Palihapitiya – The Social Capital Flywheel (Capital Allocators, EP.167)
07 Dec 2020
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...
Ben Reiter – Over the Edge with the Houston Astros (Capital Allocators, EP.166)
30 Nov 2020
Contributed by Lukas
Ben Reiter, longtime Sports Illustrated columnist, author of the NY Times best seller Astroball, and host and producer of The Edge, a documentary podc...
Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
23 Nov 2020
Contributed by Lukas
Joel Greenblatt is a legendary value investor, founder of Gotham Capital, longtime teacher at Columbia Business School, and author of four investment ...
Shane Parrish – Learning to Learn at Farnam Street (Capital Allocators, EP.164)
16 Nov 2020
Contributed by Lukas
Shane Parrish is the founder of Farnam Street, host of the Knowledge Project Podcast, and author of Brain Food, a weekly email full of timeless insigh...
Karyn Williams – Measuring Risk Practically at Hightree Advisors (Capital Allocators, EP.163)
09 Nov 2020
Contributed by Lukas
Karyn Williams is the founder of Hightree Advisors, a new independent consultant that is helping organizations improve the effectiveness of their inve...
Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
02 Nov 2020
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)
02 Nov 2020
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...
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
26 Oct 2020
Contributed by Lukas
Marko Papic is the Chief Strategist at Clocktower Group, where he provides research on geopolitics, macroeconomics, and markets. Marko recently publis...
Carrie Thome – Nothing Ventured, Nothing Gained at WARF and beyond (Capital Allocators, EP.160)
19 Oct 2020
Contributed by Lukas
Carrie Thome is the longtime former CIO at WARF, the Wisconsin Alumni Research Foundation, a $3 billion pool that arose from monetizing technologies d...
Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23)
12 Oct 2020
Contributed by Lukas
Mathieu Chabran, a co-founder and Co-CIO of Tikehau Capital, a publicly listed alternative asset manager that oversees 25 billion Euros across private...
Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocators, EP. 159)
05 Oct 2020
Contributed by Lukas
Scott Wilson is the CIO at Washington University of St. Louis, where he oversees a $10 billion endowment. Scott joined Wash U three years ago from Gri...
Luke Ellis and Mario Therrien – Best Practices in Alternatives (Capital Allocators, EP.158)
28 Sep 2020
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...
[REPLAY] Mario Therrien – The Canadian Pension Model (Capital Allocators, EP.12)
28 Sep 2020
Contributed by Lukas
Mario Therrien is Senior Vice President of External Portfolio Management at Canadian asset manager Caisse de dépôt et placement du Québec (CDP). CD...
Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (Capital Allocators, EP.157)
21 Sep 2020
Contributed by Lukas
Sir Paul Marshall is a co-founder and Chairman of Marshall Wace Asst Management, which is Europe's largest hedge fund overseeing $48 billion. The firm...
Annie Duke – How to Decide (Capital Allocators, EP.156)
14 Sep 2020
Contributed by Lukas
Annie Duke, former professional poker player, decision-making expert, best-selling author, and regular guest on the show. Annie's latest masterpiece i...
[REPLAY] Gary Klein with Paul Sonkin and Paul Johnson – Conducting Pre-Mortem Analysis (Capital Allocators, EP.109)
14 Sep 2020
Contributed by Lukas
Gary Klein is a noted cognitive psychologist with an innate ability to see what others don't. Over his 40-year career in the field, he's pioneered the...
[REPLAY] Annie Duke – Thinking More in Bets (Capital Allocators, EP.76)
14 Sep 2020
Contributed by Lukas
My guest on today's show once again is Annie Duke, decision-making expert, former world-famous poker player, and author of the best seller, Thinking ...
[REPLAY] Annie Duke - Improving Decision Making [Capital Allocators, EP.39]
14 Sep 2020
Contributed by Lukas
Annie Duke is a renown public speaker and decision strategist. For two decades, she was one of the top poker players in the world, including winning a...
Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
07 Sep 2020
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...
EP.245 – Eva Goicochea
31 Aug 2020
Contributed by Lukas
EP.245 – Eva Goicochea
Diversity, Equity & Inclusion 4: Joel Wittenberg – A Prescription for the Future (Capital Allocators, EP.154)
31 Aug 2020
Contributed by Lukas
Joel Wittenberg is the chief investment officer and vice president of W.K. Kellogg Foundation, where he has managed the foundation's $8 billion in ass...
SPECIAL EPISODE – Introducing Invisible Forces Podcast
27 Aug 2020
Contributed by Lukas
Today's show is an episode of another podcast called Invisible Forces. It's hosted by insiders at Jefferies, Shannon Murphy and Erin Shea, who dive in...
Diversity, Equity & Inclusion 3: Shundrawn Thomas – Leading the Way (Capital Allocators, EP.153)
24 Aug 2020
Contributed by Lukas
Shundrawn Thomas, President of Northern Trust Asset Management, where he oversees the $900 billion organization. Shundrawn joined Northern Trust Corpo...
Diversity, Equity & Inclusion 2: Kim Lew – The Opportunity and Challenge (Capital Allocators, EP.152)
17 Aug 2020
Contributed by Lukas
Kim Lew is the highly regarded Chief Investment Officer of Carnegie Corporation and a two-time former guest on the show. Our conversation starts with...
[REPLAY] Kim Lew – The Carnegie Way (Capital Allocators, EP.52)
17 Aug 2020
Contributed by Lukas
Kim Lew is the Vice President and CIO of Carnegie Corporation, where she is responsible for the investment and oversight of the Corporation's $3.5 bil...
Diversity, Equity & Inclusion 1: Jacob Walthour – A Blueprint for Diversity (Capital Allocators, EP.151)
10 Aug 2020
Contributed by Lukas
Jake Walthour is the Co-Founder and CEO of Blueprint Capital Advisors, an alternative investment manager that advises, sources, and oversees portfolio...
Matthew Granade – Inside Data Science at Point72 (First Meeting, EP.22)
03 Aug 2020
Contributed by Lukas
Matthew Granade is Chief Market Intelligence Officer at Point72 and the Managing Partner of Point72 Ventures. Matthew oversees all proprietary researc...
Randall Stutman - Admired Leadership (Capital Allocators, EP.150)
27 Jul 2020
Contributed by Lukas
Randall Stutman is founder and co-head of the Leadership Practice at CRA. and the Admired Leadership Institute. Randall is probably the top executive ...
Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
20 Jul 2020
Contributed by Lukas
Taimur Hyat is the Chief Operating Officer at PGIM, a $1.3 trillion asset manager across public equity and fixed income, private credit, real estate a...
Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
13 Jul 2020
Contributed by Lukas
Adam Fisher is the CIO of Commonwealth Asset Management, which he founded as Commonwealth Opportunity Capital in 2008 and re-launched in 2019 after a ...
Sustainable Investing 10: Hiro Mizuno – Changing the Game (Capital Allocators, EP.148)
09 Jul 2020
Contributed by Lukas
Hiro Mizuno is the recently departed Executive Managing Director and Chief Investment Officer of GPIF, Japan's $1.5 trillion Government Pension Invest...
Sustainable Investing 9: Reuben Munger – Private Capital Perspective (Capital Allocators, EP.147)
06 Jul 2020
Contributed by Lukas
Reuben Munger is the Managing Partner of Vision Ridge Capital, a private investment firm with over $1 billion in assets that focuses on sustainable re...
Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
02 Jul 2020
Contributed by Lukas
Lauren Taylor Wolfe is co-founder and Managing Partner of Impactive Capital, an activist hedge fund that engages with companies to drive long-term sus...
Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
29 Jun 2020
Contributed by Lukas
Tony Davis is the CEO and Chief Investment Officer of Inherent Group, a value-oriented hedge fund that invests across the capital structure and uses E...
Sustainable Investing 6: Richard Lawrence - ESG Integration at Overlook (Capital Allocators, EP.144)
25 Jun 2020
Contributed by Lukas
Richard Lawrence is the Executive Chairman of Overlook Investments, a leading value-oriented investment firm in Asia that he founded in 1991. Richard ...
[REPLAY] Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
25 Jun 2020
Contributed by Lukas
Richard Lawrence is the Chairman and Executive Director of The Overlook Group, a $5 billion investment organization focused on Asian equities that Ric...
Sustainable Investing 5: David Blood - Pioneering a Generation (Capital Allocators, EP.143)
22 Jun 2020
Contributed by Lukas
David Blood is co-founder and Senior Partner of Generation Investment Management, a pioneering sustainable investing firm he started with seven partne...
Sustainable Investing 4: Emanuel Citron – Sourcing Sustainable Managers (Capital Allocators, EP.142)
18 Jun 2020
Contributed by Lukas
Manny Citron is Managing Partner at Volery Capital, a private equity firm he co-founded in 2017 to invest in asset management businesses and companies...
Sustainable Investing 3: Bob Litterman – Pricing Climate Risk (Capital Allocators, EP.141)
15 Jun 2020
Contributed by Lukas
Bob Litterman is a founding partner and Chairman of the Risk Committee at Kepos Capital. Prior to Kepos, he spent 23 years at Goldman Sachs, where h...
Sustainable Investing 2: Liqian Ma – Allocator Perspective (Capital Allocators, EP.140)
11 Jun 2020
Contributed by Lukas
Liqian Ma is the Head of Impact Investing Research at Cambridge Associates. Liqian developed an early interest in the climate growing up in a coal-dep...
Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocators, EP.139)
08 Jun 2020
Contributed by Lukas
Wendy Cromwell is Vice-Chair of Wellington Management and the Director of Sustainable Investment at the firm. She joined Wellington out of business sc...
[REPLAY] Jean Hynes – Inside Wellington Management (Capital Allocators, EP.82)
08 Jun 2020
Contributed by Lukas
Jean Hynes is a Managing Partner at Wellington Management, where she one of three people responsible for the governance of Wellington's storied partne...
Clarke Futch – Healthcare Royalty Partners (First Meeting, EP.20)
01 Jun 2020
Contributed by Lukas
Clarke Futch is a co-founder, Managing Partner and Chairman of the Investment Committee at Healthcare Royalty Partners, an investment firm that purcha...
Brett Jefferson – Inefficiencies in Structured Credit at Hildene Capital Management (First Meeting, EP.19)
25 May 2020
Contributed by Lukas
Brett Jefferson is the President and Co-CIO of Hildene Capital Management, an asset manager he founded in 2008 that oversees $9 billion in structured ...
[REPLAY] Paul Rabil - Lacrosse and Entrepreneurship (Capital Allocators, EP.95)
25 May 2020
Contributed by Lukas
Paul Rabil is the co-founder and CEO of the Premier Lacrosse League or PLL, a new tour-based league of the top professional lacrosse players in the wo...
Daylian Cain – Master Class in Negotiations (Capital Allocators, EP.138)
18 May 2020
Contributed by Lukas
Daylian Cain is a Senior Lecturer in Negotiations and Ethics at the Yale University School of Management. His research focuses on "judgment and decisi...
Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
11 May 2020
Contributed by Lukas
Larry Siegel is the Gary Brinson director of research at the CFA Institute Research Foundation and an independent consultant, writer and speaker. Befo...
Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)
04 May 2020
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,...
Tim McCusker – Advising Through a Crisis at NEPC (Capital Allocators, EP.135)
30 Apr 2020
Contributed by Lukas
Tim McCusker is the Chief Investment Officer at consulting powerhouse NEPC, who serves 350 clients with total assets over $1.2 trillion. Tim joined me...
[REPLAY] Tim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80)
30 Apr 2020
Contributed by Lukas
Tim McCusker is the Chief Investment Officer at NEPC, an investment consultant that advises on $1 trillion in assets on behalf of 400 institutional cl...
Michael Mervosh - Investing in Yourself During a Crisis (Capital Allocators, EP.134)
27 Apr 2020
Contributed by Lukas
Michael Mervosh, clinical psychologist and founder of the Hero's Journey Foundation. Michael joined me to talk about how people are managing their way...
[REPLAY] Michael Mervosh – Invest in Yourself (Capital Allocators, EP.68)
27 Apr 2020
Contributed by Lukas
Both times I was interviewed (by Khe Hy and Patrick O'Shaughnessy) and shared those conversations on Capital Allocators, I made reference to a spec...
Andrew Golden – Navigating Princeton's Endowment Through (Another) Crisis (Capital Allocators, EP.133)
23 Apr 2020
Contributed by Lukas
Andy Golden is the President of PRINCO, where he has overseen the management of Princeton University's $25 billion endowment since 1995. He was an ear...
[REPLAY] Andrew Golden - Princeton University's Chief Investing Tiger (Capital Allocators, EP.13)
23 Apr 2020
Contributed by Lukas
After getting some great feedback from the replay of my conversation with Scott Malpass, I am going to repeat some gems from the past every few months...
Annie Duke – Decision Making in a Crisis (Capital Allocators, EP.132)
20 Apr 2020
Contributed by Lukas
My friend Brian Portnoy recently put together a Zoom call where he and Jonathan Novy interviewed Annie Duke about decision making in the crisis. Brian...
[REPLAY] Brian Portnoy – From Complex to Simple (Capital Allocators, EP.57)
20 Apr 2020
Contributed by Lukas
Brian Portnoy Brian is currently the Director of Investment Education at $100B investment solutions provider Virtus Investment Partners, where he s...
[REPLAY] Annie Duke – Thinking More in Bets (Capital Allocators, EP.76)
20 Apr 2020
Contributed by Lukas
My guest on today's show once again is Annie Duke, decision-making expert, former world-famous poker player, and author of the best seller, Thinking i...
Sandra Robertson – Calibrating Oxford's Portfolio in a Crisis (Capital Allocators, EP.131)
16 Apr 2020
Contributed by Lukas
Sandra Robertson, OU Endowment Management's esteemed CEO and CIO, rejoined me for an update on how she and her team have been navigating the markets. ...
Sandra Robertson – Oxford's Queen of Endowment Management (Capital Allocators, EP.130)
13 Apr 2020
Contributed by Lukas
Sandra Robertson is the CEO and Chief Investment Officer of OU Endowment Management Ltd, a subsidiary company of the University of Oxford that manages...
Steve Nelson – Assisting Private Equity Allocators Through Turbulent Times at ILPA (Capital Allocators, EP.129)
09 Apr 2020
Contributed by Lukas
Steve Nelson is CEO of the Institutional Limited Partners Association or ILPA, a non-profit that engages, empowers and connects limited partners (LPs...
Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
06 Apr 2020
Contributed by Lukas
Eric Peters is the founder and CIO One River Asset Management, an investment manager dedicated to delivering high conviction absolute-return strategie...
Mark Baumgartner – Allocating in a Crisis at IAS (Capital Allocators, EP.128)
02 Apr 2020
Contributed by Lukas
Mark Baumgartner is the CIO of the Institute for Advanced Study, where he oversees a $1 billion portfolio. I reached out to Mark in this rapidly chang...
[REPLAY] Mark Baumgartner – Luck, Risk and Uncertainty as CIO for the Institute for Advanced Study (Capital Allocators, EP.77)
02 Apr 2020
Contributed by Lukas
Mark Baumgartner is the CIO of the Institute for Advance Study, where he oversees a $1 billion portfolio that seeks to achieve just median returns but...
[REPLAY] Jen Prosek – Branding an Asset Management Firm (Capital Allocators, EP.81)
02 Apr 2020
Contributed by Lukas
Jennifer Prosek is the founder and CEO of Prosek Partners, a leading international public relations and financial communications consultancy with offi...
Ben Inker – Value Investing at GMO (First Meeting, EP.17)
30 Mar 2020
Contributed by Lukas
Ben Inker is the head of the Asset Allocation team at GMO, a $60 billion asset manager known for its value bias under founder Jeremy Grantham. Ben j...
Michael Mauboussin – Consilient Observations in a Crisis (Capital Allocators, EP.127)
23 Mar 2020
Contributed by Lukas
Michael Mauboussin is the Head of Consilient Research at Counterpoint Global and fortunately, a regular guest on the show. Michael is an astute resear...
[REPLAY] Michael Mauboussin – Who's on the Other Side (Capital Allocators, EP.99)
23 Mar 2020
Contributed by Lukas
Michael Mauboussin is the well-known investment strategist currently plying his wares at Blue Mountain Capital. He joined me for the second time to di...
[REPLAY] Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
23 Mar 2020
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...
James Aitken – Systemic Risk in a Crisis (Capital Allocators, EP.126)
18 Mar 2020
Contributed by Lukas
In the midst of this unprecedented time, I thought it would be helpful to hear from James Aitken, the extraordinary macro strategist who specializes i...
Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
16 Mar 2020
Contributed by Lukas
Greg Fleming is the founding CEO of Rockefeller Capital Management, where he took the helm of a storied family office in 2018 to build and serve other...
Christie Hamilton – Tweeting on Allocation at Children's Health (Capital Allocators, EP.124)
09 Mar 2020
Contributed by Lukas
Christie Hamilton is the Head of Investments at the $2 billion Children's Health Medical Center of Dallas. She's perhaps the most well-followed inst...