Capital Allocators

Capital Allocators

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Capital Allocators with Ted Seides
Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
Mar 25 • 79 min
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 innovative investment processes and cutting edge thought leadership. Our conversation covers…
Manny Friedman – EJF on Economic Opportunity Zones (EP.91)
Mar 18 • 44 min
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. In that conversation, he mentioned a new regulation in the U.S. that created an area of…
REPLAY - Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61)
Mar 18 • 51 min
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 started EJF after his retirement from Friedman, Billings, Ramsey Group, Inc., a company he co-founded…
Thomas Russo – All About Google (Capital Allocators, EP.90)
Mar 11 • 40 min
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 continue the conversation with his new holding in Google. Our conversation covers buying…
Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
Mar 4 • 55 min
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 what was one of the most popular episodes on the show. He oversees $13B in a global…
REPLAY (EP.16) Thomas Russo – Buy and Hold…and Then What
Mar 4 • 59 min
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 global consumer businesses with great brands and holds them for a really long time. He looks for…
Matt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88)
Feb 25 • 58 min
Matt Botein is the Co-Founder and Managing Partner of Gallatin Point Capital, a $1.5 billion private investment company he founded after departing from BlackRock, where he had served as the Chief Investment Officer and Co-Head of the firm’s $160…
Rahul Moodgal - Master Fund Raiser (Capital Allocators, EP.87)
Feb 18 • 61 min
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-profits. Collectively, Rahul has raised and helped raise $60 billion for firms since 2005. …
Chris Ailman – CalSTRS’ Venerable CIO (Capital Allocators, EP.86)
Feb 11 • 73 min
Chris Ailman is the chief investment officer of the $220 billion pool for California State Teachers’ Retirement System (CalSTRS). He joined CalSTRS back in 2000 after 4 years as CIO of the Washington State Investment Board and 11 years as CIO of the…
Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85)
Feb 4 • 54 min
Steve Kuhn is a retired hedge fund manager. He spent two decades in the industry, specializing in mortgage-backed securities at Cargill, Citadel, Goldman Sachs, and Pine River. In his last stint in the business until his retirement in…
Donna Snider – Inside the Investment Process at the Kresge Foundation (Capital Allocators, EP.84)
Jan 28 • 48 min
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 Chief Investment Officer Rob Manilla. Last summer, Institutional Investor named Donna the…
Ron Biscardi – Putting Hedge Funds in Context (Capital Allocators, EP.83)
Jan 21 • 40 min
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 of buyers and sellers for small funds, and actively invests as a provider of acceleration…
Jean Hynes – Inside Wellington Management (Capital Allocators, EP.82)
Jan 14 • 52 min
Jean Hynes is a Managing Partner at Wellington Management, where she one of three people responsible for the governance of Wellington’s storied partnership. Jean also is the sector leader of the firm’s healthcare team that manages the…
Jen Prosek – Branding an Asset Management Firm (Capital Allocators, EP.81)
Jan 7 • 56 min
Jennifer Prosek is the founder and CEO of Prosek Partners, a leading international public relations and financial communications consultancy with offices in New York, London, Los Angeles and Connecticut. Prosek Partners ranks among the top 10…
Top 10 Episodes of Capital Allocators in 2018
Dec 31, 2018 • 2 min
Please enjoy this countdown of the top 10 most downloaded episodes of Capital Allocators in 2018 (and top 5 most downloaded episodes featuring CIOs). If you have any ideas and can make introductions to guests who might crack next year’s top 10, please…
Tim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80)
Dec 17, 2018 • 57 min
Tim McCusker is the Chief Investment Officer at NEPC, an investment consultant that advises on $1 trillion in assets on behalf of 400 institutional clients. Tim oversees NEPC’s 50-person investment research team and leads investment strategy for the fi
Brent Beshore - Micro Buyout Adventur.es (Capital Allocators, EP.79)
Dec 10, 2018 • 68 min
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 indefinitely. After launching a few businesses out of college, Brent developed a distinct…
Tom Bushey – Launching a Hedge Fund (Capital Allocators EP.78)
Dec 3, 2018 • 48 min
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 undergraduate, and worked as an investment banker at Credit Suisse First Boston, private equity analyst at Thayer C
Mark Baumgartner – Luck, Risk and Uncertainty at the Institute for Advanced Study (Capital Allocators, EP.77)
Nov 26, 2018 • 56 min
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 with significantly less risk. Prior to joining IAS, Mark had stints at the Ford Foundation overseeing
Annie Duke – Thinking More in Bets (Capital Allocators, EP.76)
Nov 19, 2018 • 46 min
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 in Bets. I had a chance to interview Annie at The Investment Institute’s Fall Forum in Chapel Hill, N
Michael Lombardi – Leadership Through Football (Capital Allocators, EP.75)
Nov 12, 2018 • 51 min
Michael Lombardi is a thirty-year veteran of professional football, including as a General Manager and a three-time Super Bowl winning executive. He is the author of the fantastic recently released book Gridiron Genius, A Master Class in Winning Champion
Jeffrey Solomon - Grief and Goodness in Squirrel Hill (SPECIAL EPISODE)
Nov 5, 2018 • 33 min
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. This one hit a little closer to home for me than the many other equally terrible events that have occur
REPLAY - Jeffrey Solomon – Vision, Tenacity, and Empathy (Capital Allocators, EP.09)
Nov 5, 2018 • 54 min
Jeffrey Solomon is the President of publicly listed Cowen Group (TK: COWN), a financial services company focused on supporting and providing active management to the marketplace. After graduating from the University of Pennsylvania in 1988, Jeff deferred
Karl Scheer – Competing Sensibly as CIO of the University of Cincinnati (EP.74)
Oct 29, 2018 • 46 min
Karl Scheer is the Chief Investment Officer of the University of Cincinnati’s billion-dollar endowment. Before taking the helm at Cincinnati in 2011, he co-ran a family office and spent eight years in the venture capital industry. Our conversation cov
Andrew Tsai – Catching a Theme on the Chalkstream (EP.73)
Oct 22, 2018 • 70 min
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. Andrew’s fascinating background started on the Lehman arbitrage desk in the early 1990s, after which he
Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72)
Oct 15, 2018 • 55 min
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 percentage of their future earnings. Before founding BLA, Michael was a professional baseball player, work
Michael Batnick - The Best Investors and Their Biggest Mistakes (Capital Allocators, EP.71)
Oct 8, 2018 • 29 min
Michael Batnick is the Director of Research at Ritholz Wealth Management, author of the Irrelevant Investor blog, co-host of the Animal Spirits podcast, and recently, author of his first book, Big Mistakes: The Best Investors and Their Worst Investments.
REPLAY Andrew Golden - Princeton University’s Chief Investing Tiger (EP.13)
Oct 1, 2018 • 73 min
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. This week I picked out my conversation with Andy Golden, the venerable head of Princeton’s 24 billion
Raphael Arndt – Australia’s Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)
Sep 24, 2018 • 85 min
Raff Arndt is the Chief Investment Officer of Australia’s AUZ$145 billion Sovereign Wealth Fund, the Futures Fund. He trained as an engineer and dove into infrastructure policy at the beginning of Australia’s privatizations in the late 1990s. After i
Stephen McKeon – Professor of Crypto Security Tokens (Capital Allocators, EP.69)
Sep 17, 2018 • 68 min
Professor Stephen McKeon spent six years out of college working in finance for venture-backed startups before returning to graduate school and earning his PhD in finance in 2011. Blending his interest and experience, Steve focuses his research on corporat
Michael Mervosh – Invest in Yourself (Capital Allocators, EP.68)
Sep 10, 2018 • 72 min
The two times I was interviewed and shared those conversations on Capital Allocators, I made reference to a very special experience I’ve participated in for the last five years called the Hero’s Journey. It’s an opportunity I can’t recommend highl
Sarah Williamson – Focusing Capital on the Long-Term (Capital Allocators, EP.67)
Sep 3, 2018 • 52 min
Sarah Williamson is the CEO of FCLTGlobal, a non-profit consortium of large asset managers, allocators, and corporations dedicated to encouraging long-term behavior in business and investment decision-making. FCLTGlobal conducts research, convenes busines
Kristian Fok – Australia’s CBUS Superannuation CIO (Capital Allocators, EP.66)
Aug 27, 2018 • 61 min
Kristian Fok is the Chief Investment Officer of Australia’s A46B ($35B USD) Construction & Building Industry Superannuation Fund, or CBUS. Prior to joining CBUS in 2012, Kristian spent 14 years consulting to Australian Super Funds at Frontier Advisors.
Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
Aug 20, 2018 • 69 min
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-conventional solutions to the most vexing puzzles of our time. Josh’s innovative thought process across hi
Ben Reiter – Moneyball 2.0 (Capital Allocators, EP.64)
Aug 13, 2018 • 47 min
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 of college and has written for them ever since. In 2014 Ben wrote a cover story for SI entitled YOUR 2017 W
Roz Hewsenian –Helmsley Trust’s Chief of People and Process (Capital Allocators, EP.63)
Aug 6, 2018 • 75 min
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 in the industry, highlighted by her two decades of work as the consultant to CalPERS while at Wilshire A
Charley Ellis - Indexing and Its Alternatives (EP.62)
Jul 30, 2018 • 74 min
Investment luminary Charley Ellis is the founder of Greenwich Associates, author of 16 books, and one of the most sought-after industry advisors worldwide. He also believes deeply in the paradox of skill and his latest book, The Index Revolution: Why Inv
Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61)
Jul 23, 2018 • 51 min
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 started EJF after his retirement from Friedman, Billings, Ramsey Group, Inc., a company he co-founded in
REPLAY - Scott Malpass – The Fighting Irish’s Twelfth Man (Capital Allocators, EP.25)
Jul 16, 2018 • 80 min
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 pick up a new insight listening again. Scott Malpass is the esteemed Vice President and CIO of Notre Dame Un
Anthony Scaramucci – It’s Called a Mooch (Capital Allocators, EP.60)
Jul 9, 2018 • 61 min
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 industry for 23 years, growing to prominence within the industry through his oversight of fund of funds Sk
Peter Troob – Monkey Business in High Yield (Capital Allocators, EP.59)
Jul 2, 2018 • 52 min
Peter Troob is the co-Founder and CIO of Troob Capital Management, an opportunistic investor and family office with particular expertise in distressed situations. Prior to starting TCM in 2002, Peter spent six years focusing on distressed debt investing a
James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
Jun 25, 2018 • 87 min
Australian James Aitken is the Founder and Managing Partner of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon, England that works with approximately one hundred of the most influential pools of capital in the world. James started
Brian Portnoy – From Complex to Simple (Capital Allocators, EP.57)
Jun 18, 2018 • 60 min
Brian Portnoy Brian is currently the Director of Investment Education at $100B investment solutions provider Virtus Investment Partners, where he strives to simplify the complex world of money in an effort to help investors make better decisions and lead
Tom Lydon – ETF Trends (Capital Allocators, EP.56)
Jun 11, 2018 • 63 min
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 whose website, etftrends.com, is filled with news, analysis, and webcasts about the world of ETFs. Before
Tali Sharot – Optimism, Decisions, and Mistakes (Capital Allocators, EP.55)
Jun 4, 2018 • 47 min
Tali Sharot is a leading expert on human decision-making, optimism and emotion. A neuroscientist by trade, Sharot combines research in psychology, behavioral economics and neuroscience to reveal the forces that shape our decisions, beliefs and inaccurate
John Pfeffer - Crypto for Institutions (Capital Allocators, EP.54)
May 28, 2018 • 48 min
John Pfeffer is an entrepreneur, investor and author of “An (Institutional) Investor’s Take on Cryptoassets.” He is currently Partner of Pfeffer Capital. In the 2000s, John was a Member at private equity firm KKR, and in the 1990s, he was Chairman
Ross Israel - Stable, Predictable Cash Flows (EP.53)
May 21, 2018 • 53 min
Ross Israel is the Head of Global Infrastructure Investments for QIC, Queensland, Australia’s 82B AUZ ($62B USD) investment fund. The Queensland government formed QIC in 1991 to oversee its Superannuation Fund, and the business has since evolved into a
Kim Lew – The Carnegie Way (Capital Allocators, EP.52)
May 14, 2018 • 70 min
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 billion Foundation. Kim joined Carnegie in 2007 after spending a dozen years at the Ford Foundation. She i
Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
May 7, 2018 • 55 min
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 million boutique in 1989. With so much of the institutional world, including my own training, focused on v
James Williams – Curating The Getty’s Assets (Capital Allocators, EP.50)
Apr 30, 2018 • 76 min
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 Museum. Before joining the Getty in 2002, Jim spent three years as the President of Harbor Capital Advis
Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
Apr 23, 2018 • 63 min
Michael Cembalest is the Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management, a global industry leader with $2 trillion of client assets under management. Michael is also a member of the Investment Committee for J.P. Morga
Steven Galbraith – In the Boardroom (Capital Allocators, EP.48)
Apr 16, 2018 • 55 min
One common refrain across my conversations has been the importance and subtleties of effective governance in making optimal investment decisions. Alongside Steven Galbraith’s incredible career as an analyst, strategist, portfolio manager, and entrepren
Chris Brockmeyer – On Broadway (Capital Allocators, EP.47)
Apr 9, 2018 • 54 min
Chris Brockmeyer is the Director of Employee Bennefit Funds for the Broadway League, the national trade association for the Broadway theatre industry. Chris serves as an employer-appointed trustee, in most cases as Co-Chair, on eleven multi-employer pen
Andy Redleaf - Evolution of Markets (Capital Allocators, EP.46)
Apr 2, 2018 • 58 min
Andy Redleaf is the Founding Partner of Whitebox Advisors, a $5.5 billion multi-strategy hedge fund he founded in 1999 with primary offices in the metropolitan hubs of Minneapolis, Austin, and Sydney, Australia. Before founding Whitebox, Andy spen
It’s Not About the Money (Capital Allocators, EP.45)
Mar 26, 2018 • 58 min
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 fascinating media platform around introspection, self-awareness, and self-development. Certainly a set of charact
Wayne Wicker - Managing for Millions who Matter (Capital Allocators, EP.44)
Mar 19, 2018 • 63 min
Wayne Wicker is the Senior VP and CIO of ICMA Retirement Corporation, an asset manager that oversees $50B across more than a million retirement accounts of City and County public sector employees throughout the country. Before joining ICMA in 2004, Wayne
Clare Flynn Levy and Cameron Hight - Moneyball for Managers (Capital Allocators, EP.43)
Mar 12, 2018 • 76 min
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 portfolio managers. My guests on today’s show are Clare Flynn Levy and Cameron Hight, both former investm
Basil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42)
Mar 5, 2018 • 55 min
Increased sophistication in manager assessment is an important trend in the search for alpha. My conversations with Michael Mauboussin and Annie Duke suggested frameworks to think about enhanced decision-making processes and prompted a deeper dive into th
Rick Selvala - Harvesting Volatility (Capital Allocators, EP.41)
Feb 26, 2018 • 50 min
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 in assets. After starting his career in the Treasury department at General Motors in the mid 1980s, Rick h
Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40)
Feb 19, 2018 • 63 min
Ali Hamed is the co-founder of CoVenture and Managing Partner of the CoVenture VC Fund. CoVenture is an innovative company that identifies and invests in novel assets formed by the intersection of technology and finance. The firm manages an early stage v
Annie Duke - Improving Decision Making [Capital Allocators, EP.39]
Feb 5, 2018 • 59 min
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 World Series of Poker bracelet and the $2 million winner-take-all WSOP Tournament of Champions. Her stud
Seth Masters – Investment Polymath (Capital Allocators, EP.38)
Jan 29, 2018 • 64 min
Seth Masters recently retired from Alliance Bernstein, where he spent 26 years across six different careers. He started as an analyst in emerging market equities and over the last decade and a half served separately as CIO of the Private Wealth Business,
Bill Spitz – Seasoned Commodore (Capital Allocators, EP.37)
Jan 22, 2018 • 48 min
Bill Spitz was the longtime head of Vanderbilt University’s endowment before retiring, for the first time, in 2007. He has received numerous lifetime achievement awards for his work and is one of the legends in the business. After failing in his retire
Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
Jan 8, 2018 • 71 min
Michael Mauboussin currently is the Director of Research at BlueMountain Capital, a multi-billion dollar hedge fund and asset manager. He spent the majority of his professional career thinking and writing about decision making, behavior and complex syste
Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)
Jan 1, 2018 • 51 min
Margaret Chen is the Head of CA Capital Management, Cambridge Associates’ $20 billion Outsourced Chief Investment Officer (OCIO) business. She has spent twenty years at Cambridge Associates, which was her first and only stop in the investment business a
Deep Dive into Hedge Funds (Capital Allocators, EP.34)
Dec 18, 2017 • 77 min
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, I’ve had a chance to appear as a guest on a few other podcasts, and thought I would share some of th
Chris Acito – Credit Where Credit is Due (Capital Allocators, EP.33)
Dec 11, 2017 • 59 min
Chris Acito is the CEO and CIO of Gapstow Capital Partners, a credit-focused investment organization. Chris started his career as a management consultant and traversed to focus on asset management consulting around the founding of Casey, Quirk, and Acito.
Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
Nov 27, 2017 • 58 min
Paul Sonkin and Paul Johnson are investors, professors, and co-authors of Pitch the Perfect Investment. Paul Sonkin is an analyst and portfolio manager at GAMCO Investors and has researched small, micro, and nanocap companies for a quarter century. He ta
Meredith Jenkins – A Path to Trinity (Capital Allocators, EP.31)
Nov 13, 2017 • 51 min
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 assets. Before taking the helm as Trinity’s first CIO, she was the co-CIO of Carnegie Corporation of Ne
Larry Mestel – Making Music Royalties Sing (Capital Allocators, EP.30)
Oct 30, 2017 • 39 min
Larry Mestel is the Founder and Co-CEO of Primary Wave, one of the largest independent full-service entertainment companies. Primary Wave Publishing, the music division Larry oversees, acquires and develops the rights to iconic song titles and works with
Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29)
Oct 23, 2017 • 60 min
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 University of Oxford, a Senior Advisor to the Chief Investment Officer of the University of California,
Jason Klein – Investing to Cure Cancer (Capital Allocators, EP.28)
Oct 9, 2017 • 50 min
This episode is dedicated to my late friend and classmate, Jennifer Goodman Linn, and her husband Dave Linn, who together founded Cycle for Survival. Ten years ago, in the basement of an Equinox gym in Manhattan, a few friends gathered around Jen to raise
Ellen Ellison – Playing to Your Strengths (Capital Allocators, EP.27)
Oct 2, 2017 • 46 min
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 billion pool of assets. Ellen restarted a program and a portfolio from scratch at a time when longer-estab
David Barrett – Searching for Leaders (Capital Allocators, EP.26)
Sep 25, 2017 • 40 min
David Barrett is the founder of David Barrett Partners, a leading executive search firm focused exclusively on buy-side asset management. Prior to founding DBP in 2005, he spent 19 years in the search business, including long stints at Russell Reynolds As
Scott Malpass – The Fighting Irish’s Twelfth Man (Capital Allocators, EP.25)
Sep 18, 2017 • 80 min
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. and M.B.A. degrees at Notre Dame, and returned to Sound Bend at the ripe age of 26 following a brief stin
Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
Sep 4, 2017 • 63 min
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 Verger, he served as CIO of Wake Forest for five years. That transition from a sole client to an OCIO busi
Dan Egan – Better Investment Outcomes (Capital Allocators, EP.23)
Aug 28, 2017 • 64 min
Dan Egan is the Director of Behavioral Finance and Investing at Betterment, the market leading robo-advisor overseeing $10 billion in assets. Dan has spent his career applying behavioral finance principals to help individuals make better financial and inv
Chatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22)
Aug 21, 2017 • 66 min
Chatri Sityodtong is the Founder and Chairman of ONE Championship, Asia’s largest sports media property. Chatri started his career as many listening to this show have: he graduated from Tufts University, worked at Fidelity Investments and Bain Consultin
Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
Aug 14, 2017 • 60 min
Richard Lawrence is the Chairman and Executive Director of The Overlook Group, a $5 billion investment organization focused on Asian equities that Richard founded in 1991. Over the past quarter-century, Overlook developed and implemented disciplined inves
Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
Aug 7, 2017 • 68 min
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 the Founding Editor and Editor-in-Chief of CIO Magazine, a media platform that led him to interview 2,00
Dan Schorr – Death, Ice Cream, and Entrepreneurship (Capital Allocators, EP.19)
Jul 31, 2017 • 53 min
Dan Schorr is the founder and CIO, that’s Chief Ice Cream Officer, of Vice Cream, an early stage brand that is bringing back unapologetic indulgence to the ice cream industry. Dan has spent his career working with consumer brands, including Power Bar, S
Thomas DeLong – Authentic Leadership (Capital Allocators, EP.18)
Jul 24, 2017 • 56 min
Tom DeLong is a renown expert in organizational behavior, leadership, and human development of high performance professionals, the so called “soft skills” often dismissed in the asset management business. After starting an academic career under the wi
Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)
Jul 17, 2017 • 63 min
Adam Blitz is the CEO and Chief Investment Officer of Evanston Capital Management, a $5 billion hedge fund of funds manager with a decade and a half of industry leading performance. Adam joined Evanston at its inception in 2002 and leads investment resear
Thomas Russo – Buy and Hold…and Then What (Capital Allocators, EP.16)
Jul 10, 2017 • 59 min
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 global consumer businesses with great brands and holds them for a really long time. He looks for busines
Reflections – Hardly a Waste of Time (Capital Allocators, EP.15)
Jul 6, 2017 • 13 min
A few months ago through a confluence of events, 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 business. I lined up my first three guests, and didn’t know what would h
Chris Douvos – Venture Capital’s Super LP (Capital Allocators, EP.14)
Jul 3, 2017 • 70 min
Chris Douvos is Managing Director at Venture Investment Associates, a fund that invests $1B in commitments to venture capital funds. Chris is responsible for the management of relationships with the funds’ managers and the identification and development
Andrew Golden – Beyond the Long Term (Capital Allocators, EP.13)
Jun 26, 2017 • 73 min
Andy Golden is the President of Princeton University’s Investment Management Company (PRINCO). Having grown from $3B at the time of his arrival in 1995 to $22.5B today, PRINCO has been among the highest performing endowments in the world. Andy came to
Mario Therrien – The Canadian Pension Model (Capital Allocators, EP.12)
Jun 19, 2017 • 50 min
Mario Therrien is Senior Vice President of External Portfolio Management at Canadian asset manager Caisse de dépôt et placement du Québec (CDP). CDP oversees $270 billion Canadian ($200B in USD) for the pension funds in the province of Quebec. Mario jo
Larry Kochard – Endowment Professor (Capital Allocators, EP.11)
Jun 12, 2017 • 65 min
Larry Kochard is the CEO and CIO of the University of Virginia Investment Management Company (UVIMCO), where he provides leadership, connectivity to the University, and responsibility for the $8.5 billion long-term investment pool. Before joining UVIMCO
David “Bull” Gurfein - Interdisciplinary Lessons from the Marines (Capital Allocators, EP.10)
Jun 5, 2017 • 73 min
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 graduate from Officer Candidate School while attending Syracuse University. Upon graduation from colle
Jeffrey Solomon – Vision, Tenacity, and Empathy (Capital Allocators, EP.09)
May 30, 2017 • 54 min
Jeffrey Solomon is the President of publicly listed Cowen Group (TK: COWN), a financial services company focused on supporting and providing active management to the marketplace. After graduating from the University of Pennsylvania in 1988, Jeff deferred
Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)
May 22, 2017 • 71 min
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 the 1960s, Charley founded financial services consulting firm Greenwich Associates in 1972 to help instit
Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)
May 17, 2017 • 53 min
Jenny Heller is the President and Chief Investment Officer of Brandywine Trust Group. Brandywine formed 25 years ago to manage the capital for a small group of families that all share a long-term, multi-generational time horizon. Today, it oversees almos
Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
May 9, 2017 • 65 min
My guest today is none other than Josh Brown. Josh is the CEO of Ritholz Wealth Management, a NYC based financial advisor that helps people align their investments with their financial goals. He is well known in social media financial circles for his de
The Bet with Buffett (Capital Allocators, EP.05)
May 2, 2017 • 70 min
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 a bet with a certain Oracle, in Omaha, that pitted the performance of a group of five hedge fund of fun
Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)
Apr 27, 2017 • 60 min
My guest on today’s show is Tom Lenehan, the Deputy Chief Investment Officer of The Rockefeller University, where he helps lead the management of the University’s $2B endowment. Rockefeller University is a unique duck – with a focused mission of im
Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
Apr 20, 2017 • 53 min
My guest today is Brett Barth, 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 episode, we start talking about raising twins, a family issue close to both of our hearts. From
André Perold – Academic Practitioner (Capital Allocators, EP.02)
Apr 13, 2017 • 49 min
My guest on today’s show is André Perold. For those who know André, he needs no introduction. André is the Chief Investment Officer and Co-Managing Partner at HighVista Strategies
Steven Galbraith – Five Tool Player (Capital Allocators, EP.01)
Apr 13, 2017 • 71 min
My first guest on Capital Allocators is Steve Galbraith, an investment manager, brilliant writer, engaging thinker and one of the most well-liked men on Wall Street.