Capital Allocators – Inside the Institutional Investment Industry
Episodes
Mike Mauzé - Escape Velocity for CPG Brands at VMG Partners (First Meeting, EP.16)
02 Mar 2020
Contributed by Lukas
Mike Mauzé is the General Partner at VMG Partners, which is one of those little known, closed capacity private equity firms that a small number of to...
Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123)
24 Feb 2020
Contributed by Lukas
Doug Phillips is the CIO of the University of Rochester, where he has overseen the school's $2.6 billion endowment for twenty years. Doug's two-deca...
Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
17 Feb 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...
SPECIAL ANNOUNCEMENT – CAPITAL ALLOCATORS LIVE!
10 Feb 2020
Contributed by Lukas
I'm excited to announce Capital Allocators LIVE!, a live event that will take place in NYC on June 18th. I'll host a series of live podcasts with Mic...
James Aitken – Tour Around the World from a Small Island (Capital Allocators, EP.122)
10 Feb 2020
Contributed by Lukas
James Aitken is the Founder and Managing Partner of Aitken Advisors, a one-man macroeconomic research boutique based in Wimbledon, England from where ...
Peter Kraus - Widening the Aperture on Alpha (First Meeting, EP.14)
03 Feb 2020
Contributed by Lukas
Peter Kraus is the Chairman and CEO of Aperture Investors, a $5 billion asset manager he founded after a storied four-decade career on Wall Street, in...
Ted Seides – A Rational Reminder (Capital Allocators, EP.121)
27 Jan 2020
Contributed by Lukas
Last year, I appeared on the Rational Reminder podcast, a show hosted by Cameron Passmore and Ben Felix of PWL Capital, a terrific Ottawa, Canada-base...
Beezer Clarkson – Sapphire Gem of Early Stage Venture (Capital Allocators, EP.120)
20 Jan 2020
Contributed by Lukas
Beezer Clarkson is Managing Director at Sapphire Ventures where she is responsible for the management of Sapphire's fund investments in early stage ve...
Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)
06 Jan 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...
The Best of 2019 (Capital Allocators, EP.118)
30 Dec 2019
Contributed by Lukas
Our annual rundown of the most downloaded shows of 2019. Wishing you a new year filled with wealth, health, and joy. Learn More Read the Transcript...
Dr. Sarel Vorster – Conducting Brain Surgery (Capital Allocators, EP.117)
23 Dec 2019
Contributed by Lukas
Dr. Sarel Vorster is a practicing neuro surgeon at the Cleveland Clinic, where he performs procedures on the brain and spinal cord. Sarel has a cross-...
Neal Triplett and Kim Lew – Issues of Management at Duke and Carnegie (Capital Allocators, EP.116)
16 Dec 2019
Contributed by Lukas
Neal Triplett is the CIO of DUMAC, the organization that oversees Duke University's $19 billion endowment, and Kim Lew is the CIO of the Carnegie Corp...
Kip McDaniel – How to Get an Allocator's Attention (Capital Allocators, EP.115)
09 Dec 2019
Contributed by Lukas
Kip McDaniel is the Chief Content Officer and Editor-in-Chief at Institutional Investor. In the early days of Capital Allocators, Kip joined me to s...
[REPLAY] Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
09 Dec 2019
Contributed by Lukas
Kip McDaniel is the Chief Content Officer and Editorial Director at Institutional Investor. Prior to joining II a year ago, Kip spent seven years as...
Anne Martin - Pulling the Oars as CIO of Wesleyan University (Capital Allocators, EP.114)
02 Dec 2019
Contributed by Lukas
Anne Martin is the Chief Investment Officer for Wesleyan University, where she manages the school's $1 billion endowment. Anne's career started in the...
Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13)
25 Nov 2019
Contributed by Lukas
Drew Dickson is the founder of Albert Bridge Capital, and CIO of the Alpha Europe funds, where he manages $350 million in European equities. Our conve...
Steve Rattner – Overseeing Michael Bloomberg's Family Office (Capital Allocators, EP.113)
18 Nov 2019
Contributed by Lukas
Steve Rattner is the Chairman and CEO of Willett Advisors, which invests former New York Mayor Michael Bloomberg's personal and philanthropic assets. ...
Jason Karp – From Hedge Funds to Health and Wellness at HumanCo (First Meeting, EP.12)
11 Nov 2019
Contributed by Lukas
Jason Karp is the Founder and CEO of HumanCo, a mission-driven, disruptive holding company focused on investing in healthier living. Before diving int...
Dawn Fitzpatrick – Multi-Faceted Investing at Soros Fund Management (Capital Allocators, EP.112)
04 Nov 2019
Contributed by Lukas
Dawn Fitzpatrick is the Chief Investment Officer at Soros Fund Management, where she manages $25 billion in Soros family and philanthropic assets. Daw...
Ash Fontana – Investing in Artificial Intelligence at Zetta Ventures (First Meeting, EP.11)
28 Oct 2019
Contributed by Lukas
My guest on today's First Meeting is Ash Fontana, a Managing Director at Zetta Ventures, a venture capital firm that backs Artificial Intelligence com...
Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
21 Oct 2019
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 ...
Jay Girotto – Farmland Opportunity (First Meeting, EP.10)
14 Oct 2019
Contributed by Lukas
Jay Girotto is the President of Farmland Opportunity, a $400 million investment manager that provides direct ownership of high quality, consistently p...
Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
07 Oct 2019
Contributed by Lukas
Jonathan Tepper is the founder of Variant Perception, an economic research group that works with institutional managers, hedge funds, and allocators t...
Joe Lonsdale – Entrepreneurship and 8VC (First Meeting, EP.09)
30 Sep 2019
Contributed by Lukas
Joe Lonsdale is a founding partner at 8VC, a leading venture capital firm that partners with top founders and entrepreneurs to build lasting technolog...
Gary Klein with Paul Sonkin and Paul Johnson – Conducting Pre-Mortem Analysis (Capital Allocators, EP.109)
23 Sep 2019
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] Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
23 Sep 2019
Contributed by Lukas
Paul Sonkin and Paul Johnson are investors, professors, and co-authors of Pitch the Perfect Investment. Paul Sonkin is an analyst and portfolio mana...
Michael Schwimer - Sports Betting at JAMBOS (First Meeting, EP.08)
16 Sep 2019
Contributed by Lukas
Michael Schwimer is the CEO of Big League Advance (BLA) and JAMBOS. Last year, I sat down with Michael and discussed his playing career and the form...
[REPLAY] Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72)
16 Sep 2019
Contributed by Lukas
Michael Schwimer is the CEO of Big League Advance, a company that makes investments in Minor League baseball players in exchange for an agreed-upon pe...
Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108)
09 Sep 2019
Contributed by Lukas
Matt Whineray is the CEO of New Zealand Superannuation Fund or Super Fund, one of the highest performing, most innovative and well-regarded large-scal...
Scott Kupor - Andreessen Horowitz (First Meeting EP.07)
02 Sep 2019
Contributed by Lukas
Scott Kupor is the managing partner at Andreessen Horowitz, also known as a16z for the 16 letters between the A in Andreessen and the z in Horowitz. S...
Eric Ries – Lean Start-Ups and the Long-Term Stock Exchange (Capital Allocators, EP.107)
26 Aug 2019
Contributed by Lukas
Eric Ries is the founder and CEO of LTSE, the company that is affiliated with the SEC-approved Long-Term Stock Exchange, which seeks to build a new re...
David Druley – Structure into Action at Cambridge Associates (Capital Allocators, EP. 106)
19 Aug 2019
Contributed by Lukas
David Druley is the CEO of Cambridge Associates, a global investment firm that works with premier institutional investors and family offices to manage...
REPLAY - Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)
19 Aug 2019
Contributed by Lukas
Margaret Chen is the Head of CA Capital Management, Cambridge Associates' $20 billion Outsourced Chief Investment Officer (OCIO) business. She has spe...
Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
12 Aug 2019
Contributed by Lukas
Mike Novogratz is the CEO of Galaxy Digital, a merchant bank with a balance sheet to invest that seeks to serve as the bridge between the crypto and i...
Paul Black - WCM Investment Management (First Meeting, EP.05)
05 Aug 2019
Contributed by Lukas
My guest on today's first meeting is Paul Black of WCM Investment Management. This show is a replay of our conversation on Capital Allocators last y...
Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)
29 Jul 2019
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...
André Bourbonnais – Blackrock Long-Term Private Capital (First Meeting, EP.04)
22 Jul 2019
Contributed by Lukas
André Bourbonnais is a Managing Director at Blackrock and Global Head of its newly launched Long-Term Private Capital business, a multi-billion dolla...
Richard Lawrence – Overlook Investments Group (First Meeting, EP.03)
15 Jul 2019
Contributed by Lukas
My guest on today's First Meeting is Richard Lawrence of Overlook Investments Group, one of the top managers of Asian equities. The conversation tha...
Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
08 Jul 2019
Contributed by Lukas
Ash Williams is the Executive Director and CIO of the Florida State Board of Administration, where he oversees $200 billion in assets for the State of...
Sam Sicilia – Seizing on a Long Time Horizon at HostPlus (EP.103)
01 Jul 2019
Contributed by Lukas
Sam Sicilia is the Chief Investment Officer of HostPlus, Australia's AUZ 37 billion ($25B USD) Superannuation Fund. Sam joined HostPlus in 2008 afte...
Martin Whittaker – JUST Capital (First Meeting, EP.02)
24 Jun 2019
Contributed by Lukas
Martin Whittaker is the founding CEO of JUST Capital, a non-profit created by a group of concerned, influential leaders, including Deepak Chopra and P...
Jon Wertheim – Sports and… (Capital Allocators, EP. 102)
17 Jun 2019
Contributed by Lukas
Jon Wertheim is a sports journalist and author who has a passion for psychology and economics. He is the Executive Editor at Sports Illustrated, whe...
Capital Allocators Presents: First Meeting with Ted Seides
10 Jun 2019
Contributed by Lukas
I'm excited to announce the launch of a spinoff of capital allocators called first meeting. First meeting episodes will be conversations with leading...
Patrick O'Shaughnessy – O'Shaughnessy Asset Management (First Meeting, EP.01)
10 Jun 2019
Contributed by Lukas
Patrick O'Shaughnessy is the CEO of O'Shaughnessy Asset Management, the host of the Invest Like the Best podcast, and a great friend. Patrick's podc...
Khe Hy – Radical Shift from Investing to Purpose (Capital Allocators, EP.101)
03 Jun 2019
Contributed by Lukas
Khe Hy rose to be one of the youngest Managing Directors at Blackrock's hedge fund of funds business. In his 30s he left the industry to explore what...
REPLAY - Thomas DeLong – Authentic Leadership (Capital Allocators, EP.18)
03 Jun 2019
Contributed by Lukas
Tom DeLong is a renown expert in organizational behavior, leadership, and human development of high performance professionals, the so called "soft ski...
REPLAY - David "Bull" Gurfein - Interdisciplinary Lessons from the Marines (Capital Allocators, EP.10)
27 May 2019
Contributed by Lukas
David Gurfein is a decorated Marine Corps Combat veteran whose nickname "Bull" fits the bill. Enlisting at age 17, Bull drove tanks and was an honor ...
Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100)
20 May 2019
Contributed by Lukas
Tim Recker is the CIO of the $2.4 billion James Irvine Foundation. He joined the foundation in 2016 after spending a decade in private equity and r...
Michael Mauboussin – Who's on the Other Side (Capital Allocators, EP.99)
13 May 2019
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 ...
REPLAY - Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
13 May 2019
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 ...
Jon Hirtle – The Pioneer of OCIO (Capital Allocators, EP.98)
06 May 2019
Contributed by Lukas
Jon Hirtle is the Executive Chairman at Hirtle, Callaghan & Co., a $20 billion Outsourced CIO business he founded in 1988. Hirtle Callaghan retains ...
Matt Levine – Money Stuff (Capital Allocators, EP.97)
29 Apr 2019
Contributed by Lukas
Matt Levine writes Money Stuff, a brilliant daily financial newsletter on Bloomberg View. His column discusses current events in corporate finance an...
REPLAY - Michael Mervosh – Invest in Yourself (Capital Allocators, EP.68)
29 Apr 2019
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...
David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96)
22 Apr 2019
Contributed by Lukas
David Zorub is the founder of Parsifal Capital, a new hedge fund he is launching later this year. Before founding Parsifal, Dave spent fifteen years...
Paul Rabil - Lacrosse and Entrepreneurship (Capital Allocators, EP.95)
15 Apr 2019
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...
Ted Seides – Interviewing and Manager Meetings (Capital Allocators, EP.94)
08 Apr 2019
Contributed by Lukas
A few months ago, Marcel van de Hoef interviewed me on his podcast, The Meeting Strategist. He created Meeting Strategist to help senior professiona...
REPLAY - Ted Seides - Deep Dive into Hedge Funds (Capital Allocators, EP.34)
08 Apr 2019
Contributed by Lukas
I've received several emails over the last bunch of months asking for my take on the investing world and the topics we cover on the show. Fortunately...
REPLAY - Ted Seides - It's Not About the Money (EP.45)
08 Apr 2019
Contributed by Lukas
Last fall, I sat down with a fellow former hedge fund of funds professional Khe Hy, who left the business a few years ago and has developed a fasci...
Dan Ariely – Investing in Irrationality (Capital Allocators, EP.93)
01 Apr 2019
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...
Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
25 Mar 2019
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...
Manny Friedman – EJF on Economic Opportunity Zones (EP.91)
18 Mar 2019
Contributed by Lukas
Manny Friedman is the founder of EJF Capital. Manny discussed his background and his nuanced take on markets last July in Episode 61 of the podcast....
REPLAY - Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61)
18 Mar 2019
Contributed by Lukas
Manny Friedman is the CEO of EJF Capital, a firm he co-founded in 2005 that manages $9 billion with a focus on the financial services industry. Manny ...
Thomas Russo – All About Google (Capital Allocators, EP.90)
11 Mar 2019
Contributed by Lukas
Tom Russo is the Managing Member of Garnder Russo & Gardner. Last week, Tom talked in detail about his holding in Berkshire Hathaway. This week, we ...
Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
04 Mar 2019
Contributed by Lukas
Tom Russo is the Managing Member of Gardner Russo & Gardner. Tom and I sat down in Episode 16 to discuss his background and investment strategy in w...
REPLAY (EP.16) Thomas Russo – Buy and Hold...and Then What
04 Mar 2019
Contributed by Lukas
Tom Russo is the Managing Member of Gardner Russo & Gardner, where he manages $11 billion in a long only, global value strategy. Tom buys the stock of...
Matt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88)
25 Feb 2019
Contributed by Lukas
Matt Botein is the Co-Founder and Managing Partner of Gallatin Point Capital, a $1.5 billion private investment company he founded after departing fr...
Rahul Moodgal - Master Fund Raiser (Capital Allocators, EP.87)
18 Feb 2019
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...
Chris Ailman – CalSTRS' Venerable CIO (Capital Allocators, EP.86)
11 Feb 2019
Contributed by Lukas
Chris Ailman is the chief investment officer of the $220 billion pool for California State Teachers' Retirement System (CalSTRS). He joined CalSTRS ba...
Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85)
04 Feb 2019
Contributed by Lukas
Steve Kuhn is a retired hedge fund manager. He spent two decades in the industry, specializing in mortgage-backed securities at Cargill, Citadel, Go...
Donna Snider – Inside the Investment Process at the Kresge Foundation (Capital Allocators, EP.84)
28 Jan 2019
Contributed by Lukas
Donna Snider is a Managing Director at the $4 billion Kresge Foundation, where she has worked for ten years as one of three senior team members under ...
Ron Biscardi – Putting Hedge Funds in Context (Capital Allocators, EP.83)
21 Jan 2019
Contributed by Lukas
Ron Biscardi is the Co-Founder and CEO of Context Capital Partners and a Partner and Board Member of Context Summits. Ron sits at the intersection...
Jean Hynes – Inside Wellington Management (Capital Allocators, EP.82)
14 Jan 2019
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...
Jen Prosek – Branding an Asset Management Firm (Capital Allocators, EP.81)
07 Jan 2019
Contributed by Lukas
Jennifer Prosek is the founder and CEO of Prosek Partners, a leading international public relations and financial communications consultancy with offi...
Top 10 Episodes of Capital Allocators in 2018
31 Dec 2018
Contributed by Lukas
Please enjoy this countdown of the top 10 most downloaded episodes of Capital Allocators in 2018 (and top 5 most downloaded episodes featuring CIOs). ...
Tim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80)
17 Dec 2018
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...
Brent Beshore - Micro Buyout Adventur.es (Capital Allocators, EP.79)
10 Dec 2018
Contributed by Lukas
Brent Beshore is the founder and CEO of Adventur.es, an investment firm that buys small family-owned businesses with the intention of holding them in...
Tom Bushey – Launching a Hedge Fund (Capital Allocators EP.78)
03 Dec 2018
Contributed by Lukas
Tom Bushey is the founder of Sunderland Capital, a Boston-based hedge fund he started in 2016. Tom graduated from the Wharton School as an undergrad...
Mark Baumgartner – Luck, Risk and Uncertainty at the Institute for Advanced Study (Capital Allocators, EP.77)
26 Nov 2018
Contributed by Lukas
Mark Baumgartner is the CIO of the Institute for Advanced Study, where he oversees a $1 billion portfolio that seeks to achieve just median returns bu...
Annie Duke – Thinking More in Bets (Capital Allocators, EP.76)
19 Nov 2018
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...
Michael Lombardi – Leadership Through Football (Capital Allocators, EP.75)
12 Nov 2018
Contributed by Lukas
Michael Lombardi is a thirty-year veteran of professional football, including as a General Manager and a three-time Super Bowl winning executive. He...
Jeffrey Solomon - Grief and Goodness in Squirrel Hill (SPECIAL EPISODE)
05 Nov 2018
Contributed by Lukas
Last week, the senseless and tragic events at the Tree of Life Synagogue in Pittsburgh left me and many others asking questions about our world today...
REPLAY - Jeffrey Solomon – Vision, Tenacity, and Empathy (Capital Allocators, EP.09)
05 Nov 2018
Contributed by Lukas
Jeffrey Solomon is the President of publicly listed Cowen Group (TK: COWN), a financial services company focused on supporting and providing active ma...
Karl Scheer – Competing Sensibly as CIO of the University of Cincinnati (EP.74)
29 Oct 2018
Contributed by Lukas
Karl Scheer is the Chief Investment Officer of the University of Cincinnati's billion-dollar endowment. Before taking the helm at Cincinnati in 201...
Andrew Tsai – Catching a Theme on the Chalkstream (EP.73)
22 Oct 2018
Contributed by Lukas
Andrew Tsai is the Chief Investment Officer of Chalkstream Capital Group, which he founded in 2003 to manage the assets of quant guru Peter Muller. ...
Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72)
15 Oct 2018
Contributed by Lukas
Michael Schwimer is the CEO of Big League Advance, a company that makes investments in Minor League baseball players in exchange for an agreed-upon pe...
Michael Batnick - The Best Investors and Their Biggest Mistakes (Capital Allocators, EP.71)
08 Oct 2018
Contributed by Lukas
Michael Batnick is the Director of Research at Ritholz Wealth Management, author of theIrrelevant Investor blog, co-host of the Animal Spirits podcas...
REPLAY Andrew Golden - Princeton University's Chief Investing Tiger (EP.13)
01 Oct 2018
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...
Raphael Arndt – Australia's Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)
24 Sep 2018
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 dov...
Stephen McKeon – Professor of Crypto Security Tokens (Capital Allocators, EP.69)
17 Sep 2018
Contributed by Lukas
Professor Stephen McKeon spent six years out of college working in finance for venture-backed startups before returning to graduate school and earning...
Michael Mervosh – Invest in Yourself (Capital Allocators, EP.68)
10 Sep 2018
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...
Sarah Williamson – Focusing Capital on the Long-Term (Capital Allocators, EP.67)
03 Sep 2018
Contributed by Lukas
Sarah Williamson is the CEO of FCLTGlobal, a non-profit consortium of large asset managers, allocators, and corporations dedicated to encouraging long...
Kristian Fok – Australia's CBUS Superannuation CIO (Capital Allocators, EP.66)
27 Aug 2018
Contributed by Lukas
Kristian Fok is the Chief Investment Officer of Australia's A46B ($35B USD) Construction & Building Industry Superannuation Fund, or CBUS. Prior to jo...
Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
20 Aug 2018
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...
Ben Reiter – Moneyball 2.0 (Capital Allocators, EP.64)
13 Aug 2018
Contributed by Lukas
Ben Reiter is a senior writer for Sports Illustrated and the author of Astroball: The New Way to Win It All. He joined SI in 2004 a few years out ...
Roz Hewsenian –Helmsley Trust's Chief of People and Process (Capital Allocators, EP.63)
06 Aug 2018
Contributed by Lukas
Roz Hewsenian is the Chief Investment Officer of the $6 billion Helmsley Charitable Trust. Prior to joining Helmsley in 2010, Roz had a storied career...
Charley Ellis - Indexing and Its Alternatives (EP.62)
30 Jul 2018
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...
Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61)
23 Jul 2018
Contributed by Lukas
Manny Friedman is the CEO of EJF Capital, a firm he co-founded in 2005 that manages $9 billion with a focus on the financial services industry. Manny ...
REPLAY - Scott Malpass – The Fighting Irish's Twelfth Man (Capital Allocators, EP.25)
16 Jul 2018
Contributed by Lukas
This replay is the one of the most downloaded shows from last year, and one that new listeners may have missed. Regular listeners no doubt might pi...
Anthony Scaramucci – It's Called a Mooch (Capital Allocators, EP.60)
09 Jul 2018
Contributed by Lukas
The name Anthony Scaramucci currently has 55% name recognition in the U.S. according to Politico. Anthony has been an entrepreneur in the hedge fund i...
Peter Troob – Monkey Business in High Yield (Capital Allocators, EP.59)
02 Jul 2018
Contributed by Lukas
Peter Troob is the co-Founder and CIO of Troob Capital Management, an opportunistic investor and family office with particular expertise in distressed...