Những podcast Allocators hay nhất (2024)

1
Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390) 47:44

1d ago47:44

47:44

Mo Haghbin is the Head of Multi-Asset Solutions at Invesco, where he develops and manages asset allocation strategies and portfolio solutions for $88 billion of client assets within the $1.7 trillion juggernaut. Our conversation covers Mo's journey to finance and his path to a leadership role at Invesco. We discuss Invesco’s solutions-based approac…

1
Anne-Marie Fink - Cutting Edge Pension Investing at SWIB (EP.389) 53:46

4d ago53:46

53:46

Anne-Marie Fink is the Head of Private Markets and Funds Alpha at the State of Wisconsin Investment Board or SWIB, which manages $140 billion of pension funds in the state. SWIB is not your typical U.S. pension fund manager. It invests with outstanding governance, alignment with beneficiaries, delegated authority, a competitively compensated team, …

1
WTT: The Investment Manager Playbook - What Allocators Don't See 20:06

7d ago20:06

20:06

My last post, The Investment Office Playbook: What Managers Don’t See, discussed part of what happens inside an investment office that managers don’t see but that significantly influences the cadence of capital deployed to managers. Of course, there are two sides to every coin. This post discusses what allocators don’t see when a manager chooses to…

1
Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388) 1:10:54

11d ago1:10:54

1:10:54

Alexis Ohanian is the General Partner and Founder of Seven Seven Six, an early-stage venture capital firm with $1 billion under management that he describes as a technology company that deploys venture capital. Alexis was the co-founder of Reddit, one of the most popular online forums in the world, which he sold 18 months after its 2005 launch for …

1
Dan Tennebaum - The Case for India at India Capital (EP.387) 1:24:23

15d ago1:24:23

1:24:23

Dan Tennebaum is the Managing Director at India Capital, a thirty-year-old investment firm focusing on public equities in India. Dan moved to the country twenty-five years ago and spent time in the start-up world and venture capital before pivoting to the public markets in 2007. Our conversation covers Dan's path from a U.S. Midwesterner to India, …

1
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386) 1:12:50

18d ago1:12:50

1:12:50

Brett Barakett is the Founder and Chief Investment Officer of Tremblant Capital, a 23-year-old long-short equity and long-only firm focused on deep fundamental stock research with a senior team that has been together for at least sixteen years. Brett has invested through rising and falling tides in the industry, ups and downs in fund flows, and alo…

1
Cliff Asness - Simple Investing is Hard (EP.385) 1:08:59

25d ago1:08:59

1:08:59

Cliff Asness is the Founder and CIO at AQR, an investment management firm at the intersection of financial theory and practice that oversees $100 billion in assets. He is famously intelligent, comical, and irreverent, all wrapped into one. Our conversation covers Cliff's journey from studying market efficiency under Eugene Fama to capitalizing on m…

1
Classic Deal - Burger King by 3G Capital (EP.384) 1:11:42

1M ago1:11:42

1:11:42

3G Capital’s buyout of Burger King may be the most successful private equity deal you’ve never heard about. Over the last fourteen years, or the length of a typical private equity fund, 3G turned a $1 billion investment into $28 billion in value. The annual dividends from the investment accruing to 3G today are around 70% of its invested capital. T…

1
Alex Abell - Lower Middle Market Buyout Investing at RCP (EP.383) 56:30

1M ago56:30

56:30

Alex Abell is a Managing Partner at RCP Advisors, which at $14 billion of committed capital, is one of the largest firms focused exclusively on lower-middle market buyouts. Alex has spent twenty-three years in the business, starting on the LP side, building Atlas Diligence – a research and advisory platform focused on advanced analytics, and then m…

1
Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382) 57:55

1M ago57:55

57:55

Letitia Johnson is the CIO of Amherst College, where she manages the school's $4 billion endowment. After thirteen years working with twenty-five clients and attending over 1,000 Investment Committee meetings at Cambridge Associates, Letitia developed a view about investing that differs from many similar pools of capital and has applied that view o…

1
David Morehead – Top Down Allocation at Baylor (EP.381) 1:08:46

2M ago1:08:46

1:08:46

David Morehead is the CIO at Baylor University, where he oversees the $2.2 billion endowment. David came to Baylor thirteen years ago after an eighteen-year investment career that spanned every aspect of public markets investing. He created an approach to investing at Baylor that is quite different from others in the seat. David recently started sh…

1
Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380) 59:30

2M ago59:30

59:30

On today’s show, we’ll discuss another empty room – an opportunity ignored by most investors because they either don’t want to or can’t participate. We’ve shared conversations under this theme about a range of forgotten opportunities from specific emerging markets to biotech. Previous episodes are available under the mini-series or topic search at …

1
[REPLAY] Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05) 52:17

2M ago52:17

52:17

Chris Dixon is a General Partner at a16z where he leads Crypto investing, overseeing the largest pool in the space at $7 billion across four dedicated venture funds and a team of eighty professionals. Chris is one of the leading voices in the crypto ecosystem and topped the Forbes ‘Midas List’ as the most successful venture capitalist in the world …

1
[REPLAY] Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172) 1:01:29

2M ago1:01:29

1:01:29

Chris Dixon is a General Partner at Andreesen Horowitz, where he focuses on the a16z Crypto Funds. Before joining Andreesen in 2013, Chris co-founded, built and sold two technology companies and was a prolific seed investor, founding member of Founder Collective, and personal investor. At various spots along the way, Chris was an investor in BuzzFe…

1
Shiloh Bates – CLO Investing at Flat Rock Global (EP.379) 50:22

2M ago50:22

50:22

Shiloh Bates is the Chief Investment Officer at Flat Rock Global, an alternative credit manager specializing in the junior tranches of CLOs. Last year, Shiloh published CLO Investing, a comprehensive review of the structure, payoff rules, and historical performance of CLOs. Our conversation covers Shiloh's twenty-five years spent in and around the …

1
Nigel Dawn - Secondaries in Private Markets (EP.378) 41:02

2M ago41:02

41:02

Nigel Dawn is the global head of Private Capital Advisory at Evercore, where he leads the secondaries business he started a decade ago. Under Nigel's leadership, Evercore had become the market leader in transaction volume and is involved in approximately 30-40% of all secondaries market activity . Our conversation covers Nigel's observations on the…