En iyi Allocators podcastleri (2024)

1
Training Grounds: Wellington Management – Jean Hynes (EP.423) 48:23

8h ago48:23

48:23

Today’s show is our third in the Training Grounds mini-series, following Carnegie Corporation and Bain Capital to better understand how certain organizations have developed industry leaders. Wellington Management is one of the world’s largest, privately held asset managers, managing over $1.3 trillion in assets with 875 investment professionals acr…

1
Eric Peters - Paradigm Shifts and Solutions at One River (EP.422) 39:41

7d ago39:41

39:41

Eric Peters leads both One River Asset Management and Coinbase Asset Management and writes a widely dispersed blog called Wknd Notes, in which he shares macro insights. He’s twice been a guest on the show, discussing his bespoke macro investment strategy four years ago and the case for Bitcoin three years ago. Both conversations are replayed in the…

1
[REPLAY] Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180) 56:31

7d ago56:31

56:31

Eric Peters is the founder and CIO One River Asset Management, where he searches for high conviction strategies coming out of his team’s expertise trading and investing in thematic macro, volatility, systematic, and inflation strategies – each as it turns out, turned his focus on study bitcoin and cryptocurrencies. Eric made news in November when h…

1
[REPLAY] Eric Peters – Trading and Evolution at One River (First Meeting, EP.18) 49:50

7d ago49:50

49:50

Eric Peters is the founder and CIO One River Asset Management, an investment manager dedicated to delivering high conviction absolute-return strategies, where each individual strategy comes out of the team’s expertise in thematic macro, volatility, systematic, and inflation trading/investing. Eric has been a long-time trader and writes a widely dis…

1
Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421) 1:02:49

14d ago1:02:49

1:02:49

Consolidation in asset management is one of the industry's most important trends. When any industry enters a mature phase, consolidation brings the benefits of economies of scale, product depth, and broader services to meet client demands. We’ve seen a rising tide of merger activity in recent years, effecting both asset managers and allocators alik…

1
Chris Heller - Ten Years of Weird Alternatives (EP.420) 52:38

21d ago52:38

52:38

Chris Heller is the Co-Founder of Cordillera Investment Partners, a $1.6 billion manager of non-correlated, niche investments, or weird alternatives. Cordillera looks for investments ahead of the crowd that offer compelling returns and significant diversification. Chris came on the podcast two years ago in our Manager Meeting series interviewed by …

1
[REPLAY] Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP.28) 42:48

21d ago42:48

42:48

On today’s Manager Meeting, Greg Dowling interviews Chris Heller. Greg is the Co-CIO and Head of Research for Fund Evaluation Group, an institutional OCIO and investment consultant with $83 billion in assets under advisement. Chris is Co-Founder and Co-Managing Partner at Cordillera Investment Partners, a $1.2 billion alternative investment fund th…

1
Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419) 1:08:22

28d ago1:08:22

1:08:22

Matt Bank is the Deputy Chief Investment Officer at GEM, an OCIO that manages $12 billion for forty clients. GEM was founded in 2007 by investment leaders at The Duke Endowment and Duke University Investment Management Company. Our conversation covers Matt’s path to investing under recent guest David Salem and lessons learned about risk and governa…

1
Jeff Glass - Home Equity Investment at Hometap (EP.418) 55:25

1M ago55:25

55:25

Jeff Glass is the Cofounder and CEO of Hometap Equity Partners, a novel platform with $1 billion of investments alongside a mission to allow homeowners to access their home equity without having to sell, stress, or borrow. Jeff started the business eight years ago after a series of successes as an entrepreneur followed by seven years investing at B…

1
Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417) 56:32

1M ago56:32

56:32

Jon Glidden is the CIO of Delta Air Lines, where he oversees the company’s $16 billion pension fund. Jon joined Delta in 2011, when the plan had $7.5 billion in assets, a $13 billion underfunded liability, and the highest actuarial expected rate of return (9%) of any company in the S&P 500. Despite funded status that threatened the solvency of the …

1
Chris and Rob Michalik - Twin Tackle of Private Equity at Kinderhook (EP.416) 52:11

1M ago52:11

52:11

Chris and Rob Michalik are twin brothers and co-founders of Kinderhook Industries, a middle-market private equity firm overseeing $8 billion focused on healthcare services, environmental services, and the automotive aftermarket. Chris and Rob joined me on Private Equity Deals to discuss one of their portfolio companies, Ironclad Environmental Servi…

1
[REPLAY] Ironclad Environmental Services – Chris and Rob Michalik (Kinderhook Industries), (PE Deals, S3E8) 38:12

1M ago38:12

38:12

On episode eight of season three of Private Equity Deals, Chris and Rob Michalik discuss Kinderhook Industries’ investment in Ironclad Environmental Services. Chris and Rob are twin brothers and co-founders of Kinderhook, a twenty-year-old private equity firm that manages $5 billion specializing in middle-market businesses across healthcare service…

1
Scott Bessent - Macro Maven (EP.415) 1:01:33

2M ago1:01:33

1:01:33

Scott Bessent is the CEO and CIO of Key Square Group and a renowned global macro investor. His 40-year investment career has included two stints at Soros Fund Management, the first for a decade under Stan Druckenmiller and the second for five as CIO. In between, Scott launched a hedge fund, retired, and joined me at Protégé Partners when he learned…

1
Ricky Sandler - Evolution of Long-Short Equity Investing (EP.414) 1:05:35

2M ago1:05:35

1:05:35

Ricky Sandler is one of the OGs of fundamental long-short equity investing. Ricky started managing a hedge fund thirty years ago and founded Eminence Capital a few years later. Today, he is the CEO and CIO at Eminence, where he oversees $7 billion across long-short, long-only, and long-extension strategies. Our conversation covers Ricky’s path to l…

1
WTT: Yale Backs Emerging Managers… and Then What? 16:05

2M ago16:05

16:05

The Yale Investments Office will soon select its first round of Prospect Fellowship recipients. I’ve been thinking about why Yale launched the Fellowship and what might happen as it rolls out. Yale, emerging managers, and other allocators have opportunities and risks arising from the program, including some potential unintended consequences. Read T…

1
Brad Briner - Family Office to Public Service (EP.413) 58:34

2M ago58:34

58:34

Brad Briner is the leading candidate for the Treasurer of North Carolina in the upcoming November election, a role that includes managing the state’s $115 billion pension fund. Brad put himself in the ring for the seat after twenty-five years of investment experience, serving most recently as Co-CIO of Willett Advisors, Michael Bloomberg’s family o…

1
[REPLAY] Steve Rattner – Overseeing Michael Bloomberg’s Family Office (Capital Allocators, EP.113) 52:49

2M ago52:49

52:49

Steve Rattner is the Chairman and CEO of Willett Advisors, which invests former New York Mayor Michael Bloomberg’s personal and philanthropic assets. Steve’s career has ranged from a journalist for the New York Times to investment banking at Lehman Brothers, Morgan Stanley and Lazard Freres, to founding private equity firm Quadrangle Group, and las…

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1
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1
The Allocators

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1
CAPITAL ALLOCATORS & ADVISORS PODCAST by Datt Capital

Emanuel Datt

1
Training Grounds: Wellington Management – Jean Hynes (EP.423) 48:23

1
Eric Peters - Paradigm Shifts and Solutions at One River (EP.422) 39:41

1
[REPLAY] Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180) 56:31

1
[REPLAY] Eric Peters – Trading and Evolution at One River (First Meeting, EP.18) 49:50

1
Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421) 1:02:49

1
Chris Heller - Ten Years of Weird Alternatives (EP.420) 52:38

1
[REPLAY] Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP.28) 42:48

1
Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419) 1:08:22

1
Jeff Glass - Home Equity Investment at Hometap (EP.418) 55:25

1
Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417) 56:32

1
Chris and Rob Michalik - Twin Tackle of Private Equity at Kinderhook (EP.416) 52:11

1
[REPLAY] Ironclad Environmental Services – Chris and Rob Michalik (Kinderhook Industries), (PE Deals, S3E8) 38:12

1
Scott Bessent - Macro Maven (EP.415) 1:01:33

1
Ricky Sandler - Evolution of Long-Short Equity Investing (EP.414) 1:05:35

1
WTT: Yale Backs Emerging Managers… and Then What? 16:05

1
Brad Briner - Family Office to Public Service (EP.413) 58:34

1
[REPLAY] Steve Rattner – Overseeing Michael Bloomberg’s Family Office (Capital Allocators, EP.113) 52:49

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