Announcements and Gratitudes * Special thanks to sponsor Barings, whose Streaming Income podcast digs below the headlines to find out what’s really going on in public and private asset markets around the world. Check it out on your...
Read moreCapital Allocators Monthly – June 2019
Announcements and Gratitudes * We’ve added a new stream of content to the blog. Stanford Professor Ashby Monk (see Episode 29) curates news about Asset Owner Giants and has agreed to have us post his updates on Capital Allocators. You can...
Read moreCapital Allocators Monthly – May 2019
Announcements and Gratitudes * Last month I wrote that I’m looking for my next opportunity to manage capital. I received a few interesting inbounds, along with some questions about specifics. I would like to join or lead a terrific group of...
Read moreCapital Allocators Monthly – April 2019
Announcements and Gratitudes * I’m looking to bring together what I’ve been developing the last two years – managing a multi-asset portfolio, the manager discovery and access created by the podcast, and the brand equity and goodwill...
Read moreCapital Allocators Monthly – February 2019
As always, please feel free to forward this email to friends. You can sign up to receive our new weekly blog in your inbox here. Come join me on the other side of the microphone. Jon Brolin, founder of Edenbrook Capital and an adjunct...
Read moreCapital Allocators Monthly – January 2019
As always, please feel free to forward this email to friends. Here Ye, Here Ye We crossed ONE MILLION downloads on the podcast (cue: Dr. Evil from Austin Powers). If you missed the separate Capital Allocators News Flash, you can sign up to...
Read moreCapital Allocators Monthly – December 2018
Every year we turn over the calendar and start fresh. Some years it feels daunting. This time, maybe not so much! As always, please feel free to forward this email to friends. Reading I ordered this list by reading time: ...
Read moreCapital Allocators Monthly – November 2018
Please feel free to forward this email to friends and colleagues. Readings are few in quantity, very high in quality this month. Found a few new terrific listens as well. Reading 1. Tom Wright and Bradley Hope, Billion Dollar...
Read moreCapital Allocators Monthly – October 2018
I’ve been on the speaking circuit of late. Great to catch up with lots of investors and allocators and looking forward to more in the coming weeks. If you’d like to receive reminders of podcast episodes or blog posts as...
Read moreCapital 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 at prices ranging from $3,500 – $15,000 thinking I would hold it for the long-term. I sold it all in December at...
Read moreCapital Allocators Monthly (Aug 2018)
Back to school, back to work! I’m diving into research on funds investing in Economic Opportunity Zones on behalf of a family for whom I serve as CIO. I first heard about EOZs in my conversation with Manny Friedman. The...
Read moreCapital Allocators Monthly (July 2018)
A great month to catch up on reading and listening. My favorite reads this month triggered mentions of others – lots of books to choose from. Reading 1. Chris Voss, Never Split the Difference. Chris spent 24 years as a hostage...
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