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Investors
Managers
Strategists
Thought Leaders
Bonus Shows
Sustainable Investing Mini-Series
Conversations with Investors
Episode 163: Karyn Williams – Measuring Risk Practically at Hightree Advisors
Episode 160: Carrie Thome – Nothing Ventured, Nothing Gained at WARF and beyond
Episode 159: Scott Wilson – Concentrated Investing at Washington University-St. Louis
Episode 154: Diversity, Equity & Inclusion: Awareness and Action 4: Joel Wittenberg – A Prescription for the Future
Episode 152: Diversity, Equity & Inclusion: Awareness and Action 2: Kim Lew – The Opportunity and Challenge
Episode 151: Diversity, Equity & Inclusion 1: Jacob Walthour – A Blueprint for Change
Episode 148: Sustainable Investing 10: Hiro Mizuno – Changing the Game
Episode 142: Sustainable Investing 4: Emanuel Citron – Sourcing Sustainable Managers
Episode 140: Sustainable Investing 2: Liqian Ma – Allocator Perspective
Episode 136: Daniel Adamson – Innovation from Asset Giants at Capital Constellation
Episode 134: Tim McCusker – Advising Through a Crisis at NEPC
Episode 133: Andy Golden – Navigating Princeton’s Endowment Through (Another) Crisis
Episode 131: Sandra Robertson – Calibrating Oxford’s Portfolio in a Crisis
Episode 130: Sandra Robertson – Oxford’s Queen of Endowment Management
Episode 129: Steve Nelson – Assisting Private Equity Allocators Through Turbulent Times at ILPA
Episode 128: Mark Baumgartner – Allocating in a Crisis at IAS
Episode 125: Greg Fleming – Building and Running Rockefeller Capital Management
Episode 124: Christie Hamilton – Tweeting on Allocation at Children’s Health
Episode 123: Doug Phillips – Middle of the Fairway at the University of Rochester
Episode 121: Ted Seides – A Rational Reminder
Episode 120: Beezer Clarkson – Sapphire Gem of Early Stage Venture
Episode 116: Neal Triplett and Kim Lew – Issues of Management at Duke and Carnegie
Episode 114: Anne Martin – Pulling the Oars as CIO of Wesleyan University
Episode 113: Steve Rattner – Overseeing Michael Bloomberg’s Family Office
Episode 112: Dawn Fitzpatrick – Multi-Faceted Investing at Soros Fund Management
Episode 111: Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation
Episode 108: Matt Whineray – Innovation at New Zealand Super Fund
Episode 106: David Druley – Structure into Action at Cambridge Associates
Episode 105: Jon Harris – Investing in People at AIM
Episode 104: Ash Williams – Florida SBA’s Reigning Chief
Episode 103: Sam Sicilia – Seizing on a Long Time Horizon at HostPlus
Episode 100: Tim Recker – Concentration at the Irvine Foundation
Episode 98: Jon Hirtle – The Pioneer of OCIO
Episode 94: Ted Seides – Interviewing and Manager Meetings
Episode 86: Chris Ailman – CalSTRS’ Venerable CIO
Episode 84: Donna Snider – Inside the Investment Process at the Kresge Foundation
Episode 83: Ron Biscardi – Putting Hedge Funds in Context
Episode 80: Tim McCusker – Consistency and Creativity at NEPC
Episode 77: Mark Baumgartner – Luck, Risk and Uncertainty at the Institute for Advanced Study
Episode 74: Karl Scheer – Competing Sensibly as CIO of the University of Cincinnati
Episode 73: Andrew Tsai – Catching a Theme on the Chalkstream
Episode 71: Michael Batnick – The Best Investors and Their Biggest Mistakes
Episode 70: Raphael Arndt – Australia’s Sovereign Wealth Fund CIO
Episode 66: Kristian Fok – Australia’s CBUS Superannuation CIO
Episode 63: Roz Hewsenian – Helmsley Trust’s Chief of People and Process
Episode 62: Charley Ellis – Indexing and Its Alternatives
Episode 60: Anthony Scaramucci – It’s Called a Mooch
Episode 57: Brian Portnoy – From Complex to Simple
Episode 54: John Pfeffer – Crypto for Institutions
Episode 52: Kim Lew – The Carnegie Way
Episode 50: James Williams – Curating the Getty’s Assets
Episode 48: Steven Galbraith – In the Boardroom
Episode 47: Chris Brockmeyer – On Broadway
Episode 45: Ted Seides – It’s Not About the Money
Episode 44: Wayne Wicker – Managing for Millions who Matter
Episode 38: Seth Masters – Investment Polymath
Episode 37: Bill Spitz – Seasoned Commodore
Episode 35: Margaret Chen – Leadership and Outsourcing the Investment Office
Episode 34: Ted Seides – Deep Dive into Hedge Funds
Episode 33: Chris Acito – Credit Where Credit is Due
Episode 31: Meredith Jenkins – A Path to Trinity
Episode 28: Jason Klein – Investing to Cure Cancer
Episode 27: Ellen Ellison – Playing to Your Strengths
Episode 25: Scott Malpass – The Fighting Irish’s Twelfth Man
Episode 24: Jim Dunn – Protect, Perform, Provide
Episode 23: Dan Egan – Better Investment Outcomes
Episode 20: Kip McDaniel – CIO Whisperer
Episode 17: Adam Blitz – Inside Hedge Fund Allocation
Episode 14: Chris Douvos – Venture Capital’s Super LP
Episode 13: Andrew Golden – Beyond the Long Term
Episode 12: Mario Therrien – The Canadian Pension Model
Episode 11: Larry Kochard – Endowment Professor
Episode 8: Charley Ellis – Multiple Ways to Win
Episode 7: Jennifer Heller – Thinking it Through
Episode 6: Josh Brown – When Witchcraft Failed
Episode 5: Ted Seides – The Bet with Buffett
Episode 4: Tom Lenehan – Perpetual Thinking at Rockefeller University
Episode 3: Brett Barth – Asset Allocation for Families
Episode 2: André Perold – Academic Practitioner
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Conversations with Managers
Episode 165: Joel Greenblatt – Common Sense for Value at Gotham Capital
Episode 162: Mike Trigg – Defying the Fade at WCM
Episode 161: Marko Papic – Geopolitical Alpha at Clocktower Group
First Meeting Episode 23: Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital
Episode 158: Luke Ellis and Mario Therrien – Best Practices in Alternatives
Episode 157: Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace
Episode 153: Diversity, Equity & Inclusion: Awareness and Action 3: Shundrawn Thomas – Leading the Way
First Meeting Episode 22: Matthew Granade – Inside Data Science at Point72
First Meeting Episode 21: Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management
Episode 147: Sustainable Investing 9: Reuben Munger – Private Capital Perspective
Episode 146: Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective
Episode 145: Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group
Episode 144: Sustainable Investing 6: Richard Lawrence – ESG Integration at Overlook
Episode 143: Sustainable Investing 5: David Blood – Pioneering a Generation
Episode 141: Sustainable Investing 3: Bob Litterman – Pricing Climate Risk
Episode 139: Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity
First Meeting Episode 20: Clarke Futch – Healthcare Royalty Partners
First Meeting Episode 19: Brett Jefferson – Capturing Inefficiencies in Structured Credit at Hildene Capital Management
First Meeting Episode 18: Eric Peters – Trading and Evolution at One River
First Meeting Episode 17: Ben Inker – Value Investing at GMO
First Meeting Episode 16: Mike Mauzé – Escape Velocity for CPG Brands at VMG Partners
First Meeting Episode 15: Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers
First Meeting Episode 14: Peter Kraus – Widening the Aperture on Alpha
First Meeting Episode 13: Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital
First Meeting Episode 12: Jason Karp – From Hedge Funds to Health and Wellness at HumanCo
First Meeting Episode 11: Ash Fontana – Investing in Artificial Intelligence at Zetta Ventures
First Meeting Episode 10: Jay Girotto – Farmland Opportunity
First Meeting Episode 9: Joe Lonsdale – Entrepreneurship and 8VC
First Meeting Episode 8: Michael Schwimer – Sports Betting at JAMBOS
First Meeting Episode 7: Scott Kupor – Andreesson Horowitz
First Meeting Episode 6: Michael Novogratz – Galaxy Digital
First Meeting Episode 5: Paul Black – WCM Investment Management
First Meeting Episode 4: André Bourbonnais – Blackrock Long-Term Private Capital
First Meeting Episode 3: Richard Lawrence – Overlook Investments
First Meeting Episode 2: Martin Whittaker – JUST Capital
First Meeting Episode 1: Patrick O’Shaughnessy – O’Shaughnessy Asset Management
Episode 96: David Zorub – The Path to a Hedge Fund Launch
Episode 93: Dan Ariely – Investing in Irrationality
Episode 92: Jordi Visser – Next Generation of Manager Allocation
Episode 91: Manny Friedman – EJF on Economic Opportunity Zones
Episode 90: Thomas Russo – All About Google
Episode 89: Thomas Russo – All About Berkshire Hathaway
Episode 88: Matt Botein – Flexible Investing and Institutional Challenges
Episode 87: Rahul Moodgal – Master Fund Raiser
Episode 85: Steve Kuhn – Life After Hedge Funds
Episode 82: Jean Hynes – Inside Wellington Management
Episode 79: Brent Beshore – Micro Buyout Adventur.es
Episode 78: Tom Bushey – Launching a Hedge Fund
Episode 72: Michael Schwimer – Moneyball as an Investment Strategy
Episode 65: Josh Wolfe – Seeing the Lux
Episode 61: Manny Friedman – Non-Linear Financial Systems
Episode 59: Peter Troob – Monkey Business in High Yield
Episode 53: Ross Israel – Stable, Predictable Cash Flows
Episode 51: Paul Black – Gratitude, Fun, and Growth Stocks
Episode 46: Andy Redleaf – Evolution of Markets
Episode 41: Rick Selvala – Harvesting Volatility
Episode 40: Ali Hamed – Novel Asset Investing
Episode 43: Clare Flynn Levy and Cameron Hight – Moneyball for Managers
Episode 42: Basil Qunibi – Moneyball for Allocators
Episode 32: Paul Johnson and Paul Sonkin – The Perfect Investment
Episode 30: Larry Mestel – Making Music Royalties Sing
Episode 21: Richard Lawrence – Compounding in Asia
Episode 16: Thomas Russo – Buy and Hold…and Then What
Episode 9: Jeffrey Solomon – Vision, Tenacity, and Empathy
Episode 1: Steven Galbraith – Five Tool Player
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Conversations with Strategists
Episode 149: Taimur Hyat – After the Great Lockdown
Episode 137: Laurence Siegel – Current Myths and Long-Term Optimism
Episode 127: Michael Mauboussin – Consilient Observations in a Crisis
Episode 126: James Aitken – Systemic Risk in a Crisis
Episode 122: James Aitken – Tour Around the World from a Small Island
Episode 119: Greg Zuckerman – Decoding Renaissance Medallion
Episode 115: Kip McDaniel – How to Get an Allocator’s Attention
Episode 110: Jonathan Tepper – Variant Perception of Capitalism
Episode 99: Michael Mauboussin – Who’s On the Other Side?
Episode 97: Matt Levine – Money Stuff
Episode 58: James Aitken – Macro Strategist Extraordinaire
Episode 56: Tom Lydon – ETF Trends
Episode 49: Michael Cembalest – Eye on the Market
Episode 36: Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics
Episode 29: Ashby Monk – Asset Giant Futurist
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Conversations with Interdisciplinary Thought Leaders
Episode 164: Shane Parrish – Learning to Learn at Farnam Street
Episode 156: Annie Duke – How to Decide
Episode 155: Morgan Housel – The Psychology of Money
Episode 150: Randall Stutman – Admired Leadership
Episode 138: Daylian Cain – Master Class in Negotiations
Episode 134: Michael Mervosh – Investing in Yourself During a Crisis
Episode 132: Annie Duke – Decision Making in a Crisis
Episode 117: Dr. Sarel Vorster – Conducting Brain Surgery
Episode 109: Gary Klein with Paul Johnson and Paul Sonkin – Conducting Pre-Mortem Analysis
Episode 107: Eric Ries – Lean Start-Ups and the Long-Term Stock Exchange
Episode 102: Jon Wertheim – Sports AND…
Episode 101: Khe Hy – Radical Shift from Investing to Purpose
Episode 95: Paul Rabil – Lacrosse and Entrepreneurship
Episode 81: Jennifer Prosek – Branding an Asset Management Firm
Episode 76: Annie Duke – Thinking More in Bets
Episode 75: Michael Lombardi – Leadership Through Football
Episode 69: Stephen McKeon – Professor of Crypto Security Tokens
Episode 68: Michael Mervosh – Invest in Yourself
Episode 67: Sarah Williamson – Focusing Capital on the Long-Term
Episode 64: Ben Reiter – Moneyball 2.0
Episode 55: Tali Sharot – Optimism, Decisions, and Mistakes
Episode 39: Annie Duke – Improving Decision Making
Episode 26: David Barrett – Searching for Leaders
Episode 22: Chatri Sityodtong – Warrior Spirit
Episode 19: Dan Schorr – Death, Ice Cream, and Entrepreneurship
Episode 18: Thomas DeLong – Authentic Leadership
Episode 10: David “Bull” Gurfein – Interdisciplinary Lessons from the Marines
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Bonus Episodes
Episode 118: Best of 2019
Bonus: The Top 10 Episodes of 2018
Special Episode: Jeffrey Solomon – Grief and Goodness in Squirrel Hill
Episode 15: Hardly a Waste of Time
