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2018
Podcast
Tim McCusker – Consistency and Creativity at NEPC (EP.80)
Tim McCusker is the Chief Investment Officer at NEPC, an investment consultant that advises on $1 trillion in assets...
2018
Podcast
Brent Beshore – Micro Buyout Adventur.es (EP.79)
Brent Beshore is the founder and CEO of Adventur.es, an investment firm that buys small family-owned businesses with the...
2018
Podcast
Tom Bushey – Launching a Hedge Fund (EP.78)
Tom Bushey is the founder of Sunderland Capital, a Boston-based hedge fund he started in 2016. Tom graduated from...
2018
Monthly Email
Capital Allocators Monthly – November 2018
Please feel free to forward this email to friends and colleagues. Readings are few in quantity, very high in...
2018
Podcast
Mark Baumgartner – Luck, Risk and Uncertainty at the Institute for Advanced Study (EP.77)
Mark Baumgartner is the CIO of the Institute for Advanced Study, where he oversees a $1 billion portfolio that...
2018
Podcast
Annie Duke – Thinking More in Bets (EP.76)
Annie Duke is a decision-making expert, former world-famous poker player, and author of the best seller, Thinking in Bets. ...
2018
Podcast
Michael Lombardi – Leadership Through Football (EP.75)
Michael Lombardi is a thirty-year veteran of professional football, including as a General Manager and a three-time Super Bowl...
2018
Podcast
Jeffrey Solomon – Grief and Goodness in Squirrel Hill (SPECIAL EPISODE)
Last week, the senseless and tragic events at the Tree of Life Synagogue in Pittsburgh left me and many...
2018
Monthly Email
Capital Allocators Monthly – October 2018
I've been on the speaking circuit of late. Great to catch up with lots of investors and allocators and...
2018
Podcast
Karl Scheer – Competing Sensibly as CIO of the University of Cincinnati (EP.74)
Karl Scheer is the Chief Investment Officer of the University of Cincinnati’s billion-dollar endowment. Before taking the helm at...
2018
Podcast
Andrew Tsai – Catching a Theme on the Chalkstream (EP.73)
Andrew Tsai is the Chief Investment Officer of Chalkstream Capital Group, which he founded in 2003 to manage the...
2018
Podcast
Michael Schwimer – Moneyball as an Investment Strategy (EP.72)
Michael Schwimer is the CEO of Big League Advance, a company that makes investments in Minor League baseball players...
2018
Medium
Origins of an Investing Podcast
Published on Medium on October 14, 2018 Did you find the podcast, or did the podcast find you? On a...
2018
Podcast
Michael Batnick – The Best Investors and Their Biggest Mistakes (EP.71)
Michael Batnick is the Director of Research at Ritholz Wealth Management, author of the Irrelevant Investor blog, co-host of...
2018
Institutional Investor
What Billy Beane and Jim Simons Have in Common
Published in Institutional Investor on September 28, 2018 Major League Baseball’s playoffs are approaching, and I’m left with a...
2018
Podcast
Andrew Golden – Princeton University’s Chief Investing Tiger (EP.13)
Andy Golden is the President of Princeton University’s Investment Management Company (or PRINCO) for the last 22 years. Having...
2018
Monthly Email
Capital Allocators Monthly – September 2018
Investing is simple, but it's not easy. Although I don't trade much, last year I bought Bitcoin in September...
2018
Podcast
Raphael Arndt – Australia’s Sovereign Wealth Fund CIO (EP.70)
Raff Arndt is the Chief Investment Officer of Australia’s AUZ$145 billion Sovereign Wealth Fund, the Future Fund. He trained...
2018
Podcast
Stephen McKeon – Professor of Crypto Security Tokens (EP.69)
Stephen McKeon spent six years out of college working in finance for venture-backed startups before returning to graduate school...
2018
Institutional Investor
The Death of Passive Management
Published in Institutional Investor on September 9, 2018 Once upon a time, allocators in public markets chose between passive...
2018
Podcast
Michael Mervosh – Invest in Yourself (EP.68)
Both times I was interviewed (by Khe Hy and Patrick O'Shaughnessy) and shared those conversations on Capital Allocators, I made reference to...
2018
Podcast
Sarah Williamson – Focusing Capital on the Long-Term (EP.67)
Sarah Williamson is the CEO of FCLTGlobal, a non-profit consortium of large asset managers, allocators, and corporations dedicated to...
2018
Monthly Email
Capital Allocators Monthly (Aug 2018)
Back to school, back to work! I'm diving into research on funds investing in Economic Opportunity Zones on behalf...
2018
Podcast
Kristian Fok – Australia’s CBUS Superannuation CIO
- Kristian Fok is the Chief Investment Officer of Australia’s A46B ($35B USD) Construction & Building Industry Superannuation Fund,...
2018
Podcast
Josh Wolfe – Seeing the Lux (EP.64)
Josh Wolfe is the co-founder of Lux Capital, a $1.5 billion venture capital firm that targets cutting-edge solutions to...
2018
Podcast
Ben Reiter – Moneyball 2.0 (EP.64)
Ben Reiter is a senior writer for Sports Illustrated and the author of Astroball: The New Way to Win...
2018
Podcast
Roz Hewsenian – Helmsley Trust’s Chief of People and Process (EP.63)
Roz Hewsenian is the Chief Investment Officer of the $6 billion Helmsley Charitable Trust. Prior to joining Helmsley in...
2018
Monthly Email
Capital Allocators Monthly (July 2018)
A great month to catch up on reading and listening. My favorite reads this month triggered mentions of others...
2018
Podcast
Charley Ellis – Indexing and Its Alternatives (EP.62)
Investment luminary Charley Ellis is the founder of Greenwich Associates, author of 16 books, and one of the most...
2018
Podcast
Manny Friedman – Non-Linear Financial Systems (EP.61)
Manny Friedman is the CEO of EJF Capital, a firm he co-founded in 2005 that manages $9 billion with...
2018
Podcast
Anthony Scaramucci – It’s Called A Mooch (EP.60)
The name Anthony Scaramucci currently has 55% name recognition in the U.S. according to Politico. Anthony has been an entrepreneur...
2018
Podcast
Peter Troob – Monkey Business in High Yield (EP.59)
Peter Troob is the co-Founder and CIO of Troob Capital Management, an opportunistic investor and family office with particular...
2018
Monthly Email
Capital Allocators Monthly (June 2018)
Summer reading time, and this month was a good one. We launched a premium content subscription to Capital Allocators,...
2018
Podcast
James Aitken – Macro Strategist Extraordinaire (EP.58)
Australian James Aitken is the Founder and Managing Partner of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon,...
2018
Podcast
Brian Portnoy – From Complex to Simple (EP.57)
Brian Portnoy is the Director of Investment Education at $100 billion investment solutions provider Virtus Investment Partners, where he strives...
2018
Podcast
Tom Lydon – ETF Trends (EP.56)
Tom Lydon is one of the leading experts in the ETF and mutual fund industries. He is the founder...
2018
Podcast
Tali Sharot – Optimism, Decisions and Mistakes (EP.55)
Tali Sharot is a leading expert on human decision-making, optimism and emotion. A neuroscientist by trade, Tali combines research...
2018
Institutional Investor
Published in Institutional Investor on June 1, 2018 Five years ago, a friend at a large institutional investor spent...
2018
Monthly Email
Capital Allocators Monthly (May 2018)
Spring is upon us (just in time for summer!). My favorite pieces this month came from social media feeds...
2018
Podcast
John Pfeffer – Crypto for Institutions (EP. 54)
John Pfeffer is an entrepreneur, investor and author of “An (Institutional) Investor’s Take on Cryptoassets.” He is currently Partner...
2018
Podcast
Ross Israel – Stable, Predictable Cash Flows (EP.53)
Ross Israel is the Head of Global Infrastructure Investments for QIC, Queensland, Australia’s 82B AUZ ($62B USD) investment fund. The...
2018
Podcast
Kim Lew – The Carnegie Way (EP.52)
Kim Lew is the Vice President and CIO of Carnegie Corporation, where she is responsible for the investment and...
2018
CNBC
2018
Podcast
Paul Black – Gratitude, Fun, and Growth Stocks (EP.51)
Paul Black is Co-CEO and portfolio manager at WCM Investment Management, a $26 billion manager of global equities that...
2018
Monthly Email
Capital Allocators Monthly (April 2018)
I'll be heading the Omaha this weekend for my last annual public drubbing. Stop me and say hello if...
2018
Podcast
James Williams – Curating The Getty’s Assets (EP.50)
Jim Williams is the Vice President, Chief Investment Officer and Treasurer of the Getty Trust, where he oversees...
2018
Podcast
Michael Cembalest – Eye on the Market (EP.49)
Michael Cembalest is the Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management, a...
2018
Podcast
Steven Galbraith – In the Boardroom (EP.48)
A year ago, I sat down with my friend Steven Galbraith to record the first conversation of Capital...
2018
Podcast
Chris Brockmeyer – On Broadway (EP. 47)
Chris Brockmeyer is the Director of Employee Benefit Funds for the Broadway League, the national trade association for...
2018
Monthly Email
Capital Allocators Monthly (March 2018)
Having fun with these markets (or weather) yet? The more things stay the same... Reading 1. My latest Institutional...
2018
Podcast
Andy Redleaf – Evolution of Markets (EP.46)
Andy Redleaf is the Founding Partner of Whitebox Advisors, a $5.5 billion multi-strategy hedge fund launched in 1999...
2018
Podcast
It’s Not About the Money (EP.45)
Last fall, I sat down with a fellow former hedge fund of funds professional Khe Hy, who left...
2018
Wayne Wicker – Managing for Millions who Matter (EP.44)
Wayne Wicker is the Senior VP and CIO of ICMA Retirement Corporation, an asset manager that oversees $50...
2018
Clare Flynn Levy and Cameron Hight – Moneyball for Managers (EP.43)
Our exploration of the use of modern data analytics to enhance investment results continues this week with two...
2018
Basil Qunibi – Moneyball for Allocators (EP.42)
Increased sophistication in manager assessment is an important trend in the search for alpha. My conversations with Michael...
2018
Capital Allocators Monthly (February 2018)
The more things change, the more they stay the same. Markets back to the bull, volatility in check, and...
2018
Rick Selvala – Harvesting Volatility (EP.41)
Rick Selvala is the co-founder and CEO of Harvest Volatility, a ten-year old manager of a variety of...
2018
Ali Hamed – Novel Asset Investing (EP.40)
Ali Hamed is the co-founder of CoVenture and Managing Partner of the CoVenture VC Fund. CoVenture is an...
2018
Annie Duke – Improving Decision Making (EP.39)
Annie Duke is a renown public speaker and decision strategist. For two decades, she was one of the top...
2018
Capital Allocators Monthly (January 2018)
I'm going to endeavor to send out an email monthly with writing and podcast updates. Feel free to pass...
2018
Seth Masters – Investment Polymath (EP.38)
Seth Masters recently retired from Alliance Bernstein, where he spent 26 years across six different careers. He started as...
2018
Bill Spitz – Seasoned Commodore (EP.37)
Bill Spitz was the longtime head of Vanderbilt University’s endowment before retiring, for the first time, in 2007. He...
2018
Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (EP.36)
Michael Mauboussin currently is the Director of Research at BlueMountain Capital, a multi-billion dollar hedge fund and asset manager. ...
2018
Margaret Chen – Leadership and Outsourcing the Investment Office (EP.35)
Margaret Chen is the Head of CA Capital Management, Cambridge Associates’ $20 billion Outsourced Chief Investment Officer (OCIO) business....
2017
Deep Dive into Hedge Funds (EP.34)
I received several emails over the last bunch of months asking for my take on the investing world and...
2017
Chris Acito – Credit Where Credit is Due (EP.33)
Chris Acito is the CEO and CIO of Gapstow Capital Partners, a credit-focused investment organization. Chris started his career...
2017
Paul Johnson and Paul Sonkin, The Perfect Investment (EP.32)
Paul Sonkin and Paul Johnson are investors, professors, and co-authors of Pitch the Perfect Investment. Paul Sonkin is an...
2017
Meredith Jenkins – A Path to Trinity (EP.31)
Meredith Jenkins is the Chief Investment Officer of Trinity Wall Street, where she oversees $5.5 billion of the church’s...
2017
Larry Mestel – Making Music Royalties Sing (EP.30)
Larry Mestel is the Founder and Co-CEO of Primary Wave, one of the largest independent full-service entertainment companies. Primary...
2017
Ashby Monk – Asset Giant Futurist (EP.29)
Dr. Ashby Monk is the Executive and Research Director of the Stanford University Global Projects Center. He is also...
2017
Jason Klein – Investing to Cure Cancer (EP.28)
Jason Klein is the Senior Vice President and CIO at Memorial Sloan-Kettering Cancer Center, where he oversees the hospital’s...
2017
Ellen Ellison – Playing to Your Strengths (EP.27)
Ellen Ellison is the Chief Investment Officer of the University of Illinois Foundation, which she joined in 2013 as...
2017
David Barrett – Searching for Leaders (EP.26)
David Barrett is the founder of David Barrett Partners, a leading executive search firm focused exclusively on buy-side asset...
2017
Scott Malpass – The Fighting Irish’s Twelfth Man (EP.25)
Scott Malpass is the esteemed Vice President and CIO of Notre Dame University, where he oversees the school's $12...
2017
Jim Dunn – Protect, Perform, Provide (EP.24)
Jim Dunn is the CEO and CIO of Verger Capital Management, an Outsourced CIO business whose anchor client is...
2017
Dan Egan – Better Investment Outcomes (EP.23)
Dan Egan is the Director of Behavioral Finance and Investing at Betterment, the leading robo-advisor overseeing $10 billion in...
2017
Chatri Sityodtong – Warrior Spirit (EP.22)
Chatri Sityodtong is the Founder and Chairman of ONE Championship, Asia’s largest sports media property. Chatri started his career...
2017
Richard Lawrence – Compounding in Asia (EP.21)
Richard Lawrence is the Chairman and Executive Director of The Overlook Group, a $5 billion investment organization focused...
2017
Kip McDaniel – CIO Whisperer (EP.20)
Kip McDaniel is the Chief Content Officer and Editorial Director at Institutional Investor. Prior to joining II a year...
2017
Dan Schorr – Death, Ice Cream, and Entrepreneurship (EP.19)
Dan Schorr is the founder of Vice Cream, an early stage company that is bringing back unapologetic indulgence to...
2017
Thomas DeLong – Authentic Leadership (EP.18)
Tom DeLong is a renown expert in organizational behavior, leadership, and human development of high performance professionals, the so...
2017
Adam Blitz – Inside Hedge Fund Allocation (EP.17)
Adam Blitz is the CEO and Chief Investment Officer of Evanston Capital Management, a $4.5 billion hedge fund...
2017
Thomas Russo – Buy and Hold…and Then What (EP.16)
Tom Russo is the Managing Member of Gardner Russo & Gardner, where he manages $11 billion in a...
2017
Reflections – Hardly a Waste of Time (EP.15)
A few months ago, an idea came to me to share some conversations with great capital allocators that I’ve...
2017
Chris Douvos – Venture Capital’s Super LP (EP.14)
Chris Douvos is Managing Director at Venture Investment Associates, a fund that invests $1B in commitments to venture...
2017
Mario Therrien – The Canadian Pension Model (EP.12)
Mario Therrien is Senior Vice President of External Portfolio Management at Canadian asset manager Caisse de dépôt et...
2017
Larry Kochard – Endowment Professor (EP.11)
Larry Kochard is the CEO and CIO of the University of Virginia Investment Management Company (UVIMCO), where he provides...
2017
David “Bull” Gurfein – Interdisciplinary Lessons from the Marines (EP.10)
David Gurfein, whose nickname “Bull” fits the bill, is a decorated Marine Corps Combat veteran who enlisted at age...
2017
Jeffrey Solomon – Vision, Tenacity, and Empathy (EP.09)
Jeffrey Solomon is the President of publicly listed Cowen Group (TK: COWN), a financial services company focused on...
2017
Charley Ellis – Multiple Ways to Win (EP.08)
Charley Ellis is one of the most highly regarded experts in the investment business. After spending nearly a decade...
2017
Jenny Heller – Thinking it Through (EP.07)
Jenny Heller is the President and Chief Investment Officer of Brandywine Trust Group. Brandywine formed 25 years ago to...
2017
Josh Brown – When Witchcraft Failed (EP.06)
Josh Brown is the CEO of Ritholz Wealth Management, a NYC-based financial advisor that helps people align their investments...
2017
Today’s show is a little different from my ongoing series of conversations with Capital Allocators. As you probably know,...
2017
Tom Lenehan – Perpetual Thinking at Rockefeller University (EP.04)
Tom Lenehan is the Deputy Chief Investment Officer of The Rockefeller University, where he helps lead the management...
2017
Brett Barth – Asset Allocation for Families (EP.03)
Brett Barth is a founder, Managing Partner, and Director of Investment Research at BBR Partners. BBR manages north...
2017
André Perold – The Academic Practitioner (EP.02)
André Perold is the Chief Investment Officer and Co-Managing Partner at HighVista Strategies, where for the last dozen years...
2017
Steven Galbraith – Five Tool Player (EP.01)
Steve Galbraith is an investment manager, brilliant writer, engaging thinker and one of the most well-liked men on Wall...