Capital Allocators – Inside the Institutional Investment Industry
Episodes
James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
25 Jun 2018
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...
Brian Portnoy – From Complex to Simple (Capital Allocators, EP.57)
18 Jun 2018
Contributed by Lukas
Brian Portnoy Brian is currently the Director of Investment Education at $100B investment solutions provider Virtus Investment Partners, where he s...
Tom Lydon – ETF Trends (Capital Allocators, EP.56)
11 Jun 2018
Contributed by Lukas
Tom Lydon is one of the leading experts in the ETF and mutual fund industries. He is the founder and CEO of ETF Trends, a business he created in 2004 ...
Tali Sharot – Optimism, Decisions, and Mistakes (Capital Allocators, EP.55)
04 Jun 2018
Contributed by Lukas
Tali Sharot is a leading expert on human decision-making, optimism and emotion. A neuroscientist by trade, Tali combines research in psychology, behav...
John Pfeffer - Crypto for Institutions (Capital Allocators, EP.54)
28 May 2018
Contributed by Lukas
John Pfeffer is an entrepreneur, investor and author of "An (Institutional) Investor's Take on Cryptoassets." He is currently Partner of Pfeffer Cap...
Ross Israel - Stable, Predictable Cash Flows (EP.53)
21 May 2018
Contributed by Lukas
Ross Israel is the Head of Global Infrastructure Investments for QIC, Queensland, Australia's 82B AUZ ($62B USD) investment fund. The Queensland gover...
Kim Lew – The Carnegie Way (Capital Allocators, EP.52)
14 May 2018
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...
Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
07 May 2018
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...
James Williams – Curating The Getty's Assets (Capital Allocators, EP.50)
30 Apr 2018
Contributed by Lukas
Jim Williams is the Vice President, Chief Investment Officer, and Treasurer of the Getty Trust, where he oversees a $7 billion portfolio for the Getty...
Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
23 Apr 2018
Contributed by Lukas
Michael Cembalest is the Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management, a global industry leader with $2 trilli...
Steven Galbraith – In the Boardroom (Capital Allocators, EP.48)
16 Apr 2018
Contributed by Lukas
One common refrain across my conversations has been the importance and subtleties of effective governance in making optimal investment decisions. Al...
Chris Brockmeyer – On Broadway (Capital Allocators, EP.47)
09 Apr 2018
Contributed by Lukas
Chris Brockmeyer is the Director of Employee Bennefit Funds for the Broadway League, the national trade association for the Broadway theatre industry....
Andy Redleaf - Evolution of Markets (Capital Allocators, EP.46)
02 Apr 2018
Contributed by Lukas
Andy Redleaf is the Founding Partner of Whitebox Advisors, a $5.5 billion multi-strategy hedge fund launched in 1999 with primary offices in the metro...
It's Not About the Money (Capital Allocators, EP.45)
26 Mar 2018
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 fascinat...
Wayne Wicker - Managing for Millions who Matter (Capital Allocators, EP.44)
19 Mar 2018
Contributed by Lukas
Wayne Wicker is the Senior VP and CIO of ICMA Retirement Corporation, an asset manager that oversees $50B across more than a million retirement accoun...
Clare Flynn Levy and Cameron Hight - Moneyball for Managers (Capital Allocators, EP.43)
12 Mar 2018
Contributed by Lukas
Our exploration of the use of modern data analytics to enhance investment results continues this week with two of the leading providers of tools for p...
Basil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42)
05 Mar 2018
Contributed by Lukas
Increased sophistication in manager assessment is an important trend in the search for alpha. My conversations with Michael Mauboussin and Annie Duke ...
Rick Selvala - Harvesting Volatility (Capital Allocators, EP.41)
26 Feb 2018
Contributed by Lukas
Rick Selvala is the co-founder and CEO of Harvest Volatility, a ten-year old manager of a variety of volatility strategies that oversees $13 billion i...
Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40)
19 Feb 2018
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...
Annie Duke - Improving Decision Making [Capital Allocators, EP.39]
05 Feb 2018
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...
Seth Masters – Investment Polymath (Capital Allocators, EP.38)
29 Jan 2018
Contributed by Lukas
Seth Masters recently retired from Alliance Bernstein, where he spent 26 years across six different careers. He started as an analyst in emerging m...
Bill Spitz – Seasoned Commodore (Capital Allocators, EP.37)
22 Jan 2018
Contributed by Lukas
Bill Spitz was the longtime head of Vanderbilt University's endowment before retiring, for the first time, in 2007. He has received numerous lifetime ...
Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
08 Jan 2018
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 ...
Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)
01 Jan 2018
Contributed by Lukas
Margaret Chen is the Head of CA Capital Management, Cambridge Associates' $20 billion Outsourced Chief Investment Officer (OCIO) business. She has sp...
Deep Dive into Hedge Funds (Capital Allocators, EP.34)
18 Dec 2017
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...
Chris Acito – Credit Where Credit is Due (Capital Allocators, EP.33)
11 Dec 2017
Contributed by Lukas
Chris Acito is the CEO and CIO of Gapstow Capital Partners, a credit-focused investment organization. Chris started his career as a management consult...
Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
27 Nov 2017
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...
Meredith Jenkins – A Path to Trinity (Capital Allocators, EP.31)
13 Nov 2017
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...
Larry Mestel – Making Music Royalties Sing (Capital Allocators, EP.30)
30 Oct 2017
Contributed by Lukas
Larry Mestel is the Founder and Co-CEO of Primary Wave, one of the largest independent full-service entertainment companies. Primary Wave Publishing, ...
Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29)
23 Oct 2017
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...
Jason Klein – Investing to Cure Cancer (Capital Allocators, EP.28)
09 Oct 2017
Contributed by Lukas
Jason Klein is the Senior Vice President and CIO at Memorial Sloan-Kettering Cancer Center, where he oversees the hospital's $4.5 billion in long-term...
Ellen Ellison – Playing to Your Strengths (Capital Allocators, EP.27)
02 Oct 2017
Contributed by Lukas
Ellen Ellison is the Chief Investment Officer of the University of Illinois Foundation, which she joined in 2013 as its first leader of the now $1.7 b...
David Barrett – Searching for Leaders (Capital Allocators, EP.26)
25 Sep 2017
Contributed by Lukas
David Barrett is the founder of David Barrett Partners, a leading executive search firm focused exclusively on buy-side asset management. Prior to fou...
Scott Malpass – The Fighting Irish's Twelfth Man (Capital Allocators, EP.25)
18 Sep 2017
Contributed by Lukas
Scott Malpass is the esteemed Vice President and CIO of Notre Dame, where he oversees the University's $12 billion endowment. Scott earned his B.A. an...
Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
04 Sep 2017
Contributed by Lukas
Jim Dunn is the CEO and CIO of Verger Capital Management, an Outsourced CIO business whose anchor client is Wake Forest University. Prior to forming V...
Dan Egan – Better Investment Outcomes (Capital Allocators, EP.23)
28 Aug 2017
Contributed by Lukas
Dan Egan is the Director of Behavioral Finance and Investing at Betterment, the market leading robo-advisor overseeing $10 billion in assets. Dan has ...
Chatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22)
21 Aug 2017
Contributed by Lukas
Chatri Sityodtong is the Founder and Chairman of ONE Championship, Asia's largest sports media property. Chatri started his career as many listening t...
Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
14 Aug 2017
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...
Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
07 Aug 2017
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...
Dan Schorr – Death, Ice Cream, and Entrepreneurship (Capital Allocators, EP.19)
31 Jul 2017
Contributed by Lukas
Dan Schorr is the founder of Vice Cream, an early stage company that is bringing back unapologetic indulgence to the ice cream industry. After gradu...
Thomas DeLong – Authentic Leadership (Capital Allocators, EP.18)
24 Jul 2017
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...
Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)
17 Jul 2017
Contributed by Lukas
Adam Blitz is the CEO and Chief Investment Officer of Evanston Capital Management, a $4.5 billion hedge fund of funds manager with a decade and a hal...
Thomas Russo – Buy and Hold...and Then What (Capital Allocators, EP.16)
10 Jul 2017
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...
Reflections – Hardly a Waste of Time (Capital Allocators, EP.15)
06 Jul 2017
Contributed by Lukas
A few months ago an idea came to me to share some conversations with great capital allocators that I've been fortunate to know from my time in the bu...
Chris Douvos – Venture Capital's Super LP (Capital Allocators, EP.14)
03 Jul 2017
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 responsi...
Andrew Golden – Beyond the Long Term (Capital Allocators, EP.13)
26 Jun 2017
Contributed by Lukas
Andy Golden is the President of Princeton University's Investment Management Company (PRINCO). Having grown from $3B at the time of his arrival in 1...
Mario Therrien – The Canadian Pension Model (Capital Allocators, EP.12)
19 Jun 2017
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...
Larry Kochard – Endowment Professor (Capital Allocators, EP.11)
12 Jun 2017
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...
David "Bull" Gurfein - Interdisciplinary Lessons from the Marines (Capital Allocators, EP.10)
05 Jun 2017
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 ...
Jeffrey Solomon – Vision, Tenacity, and Empathy (Capital Allocators, EP.09)
30 May 2017
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...
Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)
22 May 2017
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...
Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)
17 May 2017
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...
Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
09 May 2017
Contributed by Lukas
Josh Brown is the CEO of Ritholz Wealth Management, a NYC based financial advisor that helps people align their investments with their financial goals...
The Bet with Buffett (Capital Allocators, EP.05)
02 May 2017
Contributed by Lukas
Today's show is a little different from my ongoing series of conversations with Capital Allocators. As you probably know, about 9½ years ago I made...
Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)
27 Apr 2017
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...
Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
20 Apr 2017
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...
André Perold – Academic Practitioner (Capital Allocators, EP.02)
13 Apr 2017
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...
Steven Galbraith – Five Tool Player (Capital Allocators, EP.01)
13 Apr 2017
Contributed by Lukas
My first guest on Capital Allocators is Steve Galbraith, an investment manager, brilliant writer, engaging thinker and one of the most well-liked men ...
Capital Allocators Trailer
01 Apr 2017
Contributed by Lukas
Welcome to the Capital Allocators Podcast Learn More Read the Transcript Subscribe to the Capital Allocators Blog or Monthly Mailing List Don't Subs...