Melhores podcasts sobre Capital Allocators (2024)

1
Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419) 1:08:22

3d ago1:08:22

1:08:22

Matt Bank is the Deputy Chief Investment Officer at GEM, an OCIO that manages $12 billion for forty clients. GEM was founded in 2007 by investment leaders at The Duke Endowment and Duke University Investment Management Company. Our conversation covers Matt’s path to investing under recent guest David Salem and lessons learned about risk and governa…

1
Jeff Glass - Home Equity Investment at Hometap (EP.418) 55:25

7d ago55:25

55:25

Jeff Glass is the Cofounder and CEO of Hometap Equity Partners, a novel platform with $1 billion of investments alongside a mission to allow homeowners to access their home equity without having to sell, stress, or borrow. Jeff started the business eight years ago after a series of successes as an entrepreneur followed by seven years investing at B…

1
Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417) 56:32

10d ago56:32

56:32

Jon Glidden is the CIO of Delta Air Lines, where he oversees the company’s $16 billion pension fund. Jon joined Delta in 2011, when the plan had $7.5 billion in assets, a $13 billion underfunded liability, and the highest actuarial expected rate of return (9%) of any company in the S&P 500. Despite funded status that threatened the solvency of the …

1
Chris and Rob Michalik - Twin Tackle of Private Equity at Kinderhook (EP.416) 52:11

17d ago52:11

52:11

Chris and Rob Michalik are twin brothers and co-founders of Kinderhook Industries, a middle-market private equity firm overseeing $8 billion focused on healthcare services, environmental services, and the automotive aftermarket. Chris and Rob joined me on Private Equity Deals to discuss one of their portfolio companies, Ironclad Environmental Servi…

1
[REPLAY] Ironclad Environmental Services – Chris and Rob Michalik (Kinderhook Industries), (PE Deals, S3E8) 38:12

17d ago38:12

38:12

On episode eight of season three of Private Equity Deals, Chris and Rob Michalik discuss Kinderhook Industries’ investment in Ironclad Environmental Services. Chris and Rob are twin brothers and co-founders of Kinderhook, a twenty-year-old private equity firm that manages $5 billion specializing in middle-market businesses across healthcare service…

1
Scott Bessent - Macro Maven (EP.415) 1:01:33

24d ago1:01:33

1:01:33

Scott Bessent is the CEO and CIO of Key Square Group and a renowned global macro investor. His 40-year investment career has included two stints at Soros Fund Management, the first for a decade under Stan Druckenmiller and the second for five as CIO. In between, Scott launched a hedge fund, retired, and joined me at Protégé Partners when he learned…

1
Ricky Sandler - Evolution of Long-Short Equity Investing (EP.414) 1:05:35

1M ago1:05:35

1:05:35

Ricky Sandler is one of the OGs of fundamental long-short equity investing. Ricky started managing a hedge fund thirty years ago and founded Eminence Capital a few years later. Today, he is the CEO and CIO at Eminence, where he oversees $7 billion across long-short, long-only, and long-extension strategies. Our conversation covers Ricky’s path to l…

1
WTT: Yale Backs Emerging Managers… and Then What? 16:05

1M ago16:05

16:05

The Yale Investments Office will soon select its first round of Prospect Fellowship recipients. I’ve been thinking about why Yale launched the Fellowship and what might happen as it rolls out. Yale, emerging managers, and other allocators have opportunities and risks arising from the program, including some potential unintended consequences. Read T…

1
Brad Briner - Family Office to Public Service (EP.413) 58:34

1M ago58:34

58:34

Brad Briner is the leading candidate for the Treasurer of North Carolina in the upcoming November election, a role that includes managing the state’s $115 billion pension fund. Brad put himself in the ring for the seat after twenty-five years of investment experience, serving most recently as Co-CIO of Willett Advisors, Michael Bloomberg’s family o…

1
[REPLAY] Steve Rattner – Overseeing Michael Bloomberg’s Family Office (Capital Allocators, EP.113) 52:49

1M ago52:49

52:49

Steve Rattner is the Chairman and CEO of Willett Advisors, which invests former New York Mayor Michael Bloomberg’s personal and philanthropic assets. Steve’s career has ranged from a journalist for the New York Times to investment banking at Lehman Brothers, Morgan Stanley and Lazard Freres, to founding private equity firm Quadrangle Group, and las…

1
Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412) 51:34

2M ago51:34

51:34

Matt Miller is the Managing Director of Grey Rock Investment Partners. Matt co-founded Grey Rock as a traditional oil and gas manager in 2013. Today, the firm manages $1 billion across both natural resources and renewables by identifying attractive niches in each that do not tradeoff human interest for returns. Our conversation covers Matt’s path t…

1
Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411) 52:35

2M ago52:35

52:35

Kristof Gleich is the President and CIO of Harbor Capital Advisors. Harbor is a forty-year old firm that manages $62 billion by partnering with boutique active managers to roll out active ETFs, collective investment trusts, and historically, mutual funds. Kristof joined Harbor in 2018 and watched as the actively managed mutual fund company had $22 …

1
[REPLAY] Dan Ariely – The Human Capital Factor (Capital Allocators, EP.195) 58:45

2M ago58:45

58:45

Dan Ariely is a leading behavioral economist, author, entrepreneur and the James B. Duke Professor of Psychology and Behavioral Economics at Duke University. Dan is a founding partner of Irrational Capital, an investment research firm that quantifies the impact of corporate culture and employee motivation on financial performance. My initial conver…

1
Stephen Nesbitt – Innovation in Private Markets for RIAs (EP.410) 45:26

2M ago45:26

45:26

Stephen Nesbitt is the CEO and CIO of Cliffwater, an investment consultant and asset management firm specializing in alternative that oversees a combined $110 billion, including $30 billion in private market interval funds that begin just five years ago. Steve founded Cliffwater in 2004 to serve the burgeoning institutional market for alternative i…

1
David Salem - Investment Wisdom from the Owner's Box (EP.409) 1:05:25

2M ago1:05:25

1:05:25

David Salem has been a pioneer, practitioner and student of institutional investing for the last forty years. David was the founding president and CIO of The Investment Fund for Foundations (TIFF), which he led for nearly two decades until 2010. Since then, he has managed a multi-family office, worked and wrote alongside Ben Hunt at Epsilon Theory,…

1
Rahul Moodgal – Master Fund Raiser Returns (EP.408) 46:11

2M ago46:11

46:11

Rahul Moodgal and I first met twenty years ago in his early days in the hedge fund business. We had been friends and professional acquaintances with mutual respect ever since, but an inflection in both our personal and professional relationships came after his appearance on the podcast five years ago. That conversation, sharing his incredible story…

1
[REPLAY] Rahul Moodgal - Master Fund Raiser (EP.87) 1:01:10

2M ago1:01:10

1:01:10

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. He started his career in the industry at powerhouse TT International, and later joined The Children’s Investmen…

Podcasts que valem a pena ouvir

Podcasts sobre Capital Allocators

Podcasts que valem a pena ouvir

1
Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

1
CAPITAL ALLOCATORS & ADVISORS PODCAST by Datt Capital

Emanuel Datt

1
Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419) 1:08:22

1
Jeff Glass - Home Equity Investment at Hometap (EP.418) 55:25

1
Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417) 56:32

1
Chris and Rob Michalik - Twin Tackle of Private Equity at Kinderhook (EP.416) 52:11

1
[REPLAY] Ironclad Environmental Services – Chris and Rob Michalik (Kinderhook Industries), (PE Deals, S3E8) 38:12

1
Scott Bessent - Macro Maven (EP.415) 1:01:33

1
Ricky Sandler - Evolution of Long-Short Equity Investing (EP.414) 1:05:35

1
WTT: Yale Backs Emerging Managers… and Then What? 16:05

1
Brad Briner - Family Office to Public Service (EP.413) 58:34

1
[REPLAY] Steve Rattner – Overseeing Michael Bloomberg’s Family Office (Capital Allocators, EP.113) 52:49

1
Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412) 51:34

1
Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411) 52:35

1
[REPLAY] Dan Ariely – The Human Capital Factor (Capital Allocators, EP.195) 58:45

1
Stephen Nesbitt – Innovation in Private Markets for RIAs (EP.410) 45:26

1
David Salem - Investment Wisdom from the Owner's Box (EP.409) 1:05:25

1
Rahul Moodgal – Master Fund Raiser Returns (EP.408) 46:11

1
[REPLAY] Rahul Moodgal - Master Fund Raiser (EP.87) 1:01:10

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