I’ll be heading the Omaha this weekend for my last annual public drubbing. Stop me and say hello if you’re there. If you happen not to catch me amidst the sea of shareholders, I’ll be joining Jeff Gramm, Brent Beshore...
Read moreJames 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 a $7 billion portfolio for the Getty Museum. Before joining the Getty in 2002, Jim spent three years as the President of...
Read moreMichael 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 global industry leader with $2 trillion of client assets under management. Michael is also a member of the Investment...
Read moreSteven Galbraith – In the Boardroom (EP.48)
A year ago, I sat down with my friend Steven Galbraith to record the first conversation of Capital Allocators. We had a great time, I thought I might be onto something, and I promptly lost the recording for the next two days...
Read moreChris Brockmeyer – On Broadway (EP. 47)
Chris Brockmeyer is the Director of Employee Benefit Funds for the Broadway League, the national trade association for the Broadway theatre industry. Chris serves as an employer-appointed trustee, and in most cases as Co-Chair, on...
Read moreCapital Allocators Monthly (March 2018)
Having fun with these markets (or weather) yet? The more things stay the same… Reading 1. My latest Institutional Investor column is entitled “Learning from the Dumb Money.” The premise is based on a simple, but...
Read moreAndy 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 with primary offices in the metropolitan hubs of Minneapolis, Austin, and Sydney, Australia. Before founding Whitebox...
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