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Capital Allocators

Business & Economics Podcasts

Meet the people who allocate vast pools of capital and the processes they employ. New episodes release on Monday's

Meet the people who allocate vast pools of capital and the processes they employ. New episodes release on Monday's

Location:

United States

Description:

Meet the people who allocate vast pools of capital and the processes they employ. New episodes release on Monday's

Twitter:

@tseides

Language:

English


Episodes

Carrie Thome – Nothing Ventured, Nothing Gained at WARF and beyond (Capital Allocators, EP.160)

10/19/2020
Carrie Thome is the longtime former CIO at WARF, the Wisconsin Alumni Research Foundation, a $3 billion pool that arose from monetizing technologies developed at the University of Wisconsin. She recently left to start a venture capital firm called NVNG, or Nothing Ventured, Nothing Gained. Our conversation covers Carrie’s Wisconsin roots, her early experience at SWIB, the State of Wisconsin pension fund, and investing at WARF over the last two decades. We discuss WARF’s unique structure,...

Duration:00:56:05

Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23)

10/12/2020
Mathieu Chabran, a co-founder and Co-CIO of Tikehau Capital, a publicly listed alternative asset manager that oversees 25 billion Euros across private credit, real estate, private equity, and liquid strategies. Our conversation tells the story of how Mathieu and his friend Antoine began with 4 million EU in 2004 and turned it into one of Europe’s alternative asset juggernauts in just 14 years. We cover the founding of Tikehau, the importance of alignment and having skin in the game, and...

Duration:00:57:35

Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocators, EP. 159)

10/5/2020
Scott Wilson is the CIO at Washington University of St. Louis, where he oversees a $10 billion endowment. Scott joined Wash U three years ago from Grinnell College, where he learned a completely different style of endowment investing than is practiced by others. Our conversation covers Scott’s upbringing, early Wall Street career in equity research and derivatives across New York, London and Tokyo, and his leap to Grinnell. We then turn to his applying the Grinnell model at Wash U,...

Duration:00:57:13

Luke Ellis and Mario Therrien – Best Practices in Alternatives (Capital Allocators, EP.158)

9/28/2020
Luke Ellis and Mario Therrien are long-time veterans of the hedge fund industry who hold the Chairman and Deputy Chairman seats of the SBAI, or Standards Board of Alternative Investments. The SBAI is an industry consortium that brings together managers and investors to set best practices for the alternative investment industry. In their day jobs, Luke is the CEO of Man Group, the largest publicly traded hedge fund company with $120 billion in assets, and Mario is the Head of Investment Funds...

Duration:00:58:50

[REPLAY] Mario Therrien – The Canadian Pension Model (Capital Allocators, EP.12)

9/28/2020
Mario Therrien is Senior Vice President of External Portfolio Management at Canadian asset manager Caisse de dépôt et placement du Québec (CDP). CDP oversees $270 billion Canadian ($200B in USD) for the pension funds in the province of Quebec. Mario joined CDP in the early 1990s after completing his Masters degree in Finance and has worked there ever since. Mario started out at CDP managing a tactical asset allocation strategy, created an internal global macro hedge fund, and later built...

Duration:00:49:46

Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (Capital Allocators, EP.157)

9/21/2020
Sir Paul Marshall is a co-founder and Chairman of Marshall Wace Asst Management, which is Europe’s largest hedge fund overseeing $48 billion. The firm specializes in long-short equity management and notably combines fundamental investing with systematic and quantitative strategies. Paul recently authored the book 10 ½ Lessons from Experience: Perspectives on Fund Management, and the show completes a trifecta of consecutive book authors whose work I thoroughly enjoyed this...

Duration:00:52:12

Annie Duke – How to Decide (Capital Allocators, EP.156)

9/14/2020
Annie Duke, former professional poker player, decision-making expert, best-selling author, and regular guest on the show. Annie’s latest masterpiece is her book entitled How to Decide: Simple Tools for Making Better Choices, and it releases next week. How to Decide follows her best-seller Thinking in Bets, shifting from highlighting causes of bad decisions to discussing process for making better ones. Our conversation covers the six steps to outline a comprehensive decision framework,...

Duration:01:36:31

[REPLAY] Gary Klein with Paul Sonkin and Paul Johnson – Conducting Pre-Mortem Analysis (Capital Allocators, EP.109)

9/14/2020
Gary Klein is a noted cognitive psychologist with an innate ability to see what others don’t. Over his 40-year career in the field, he’s pioneered the field of naturalistic decision making, the Pre-Mortem method of risk assessment, and the ShadowBox training approach. Gary is the author of five books and editor of three more, and most recently, founded Shadow Box, LLC in 2005 to train decision makers on his technique. You can learn all about Gary at gary-klein.com. Paul and Paul, you may...

Duration:00:49:36

[REPLAY] Annie Duke – Thinking More in Bets (Capital Allocators, EP.76)

9/14/2020
My guest on today’s show once again is Annie Duke, decision-making expert, former world-famous poker player, and author of the best seller, Thinking in Bets. I had a chance to interview Annie at The Investment Institute’s Fall Forum in Chapel Hill, North Carolina and the live interview follows. Special thanks to Andrea Szigethy and Donna Holly, founders of the Institute, for having Annie and me down for their terrific event. Our conversation covers the challenge of separating signal from...

Duration:00:46:40

[REPLAY] Annie Duke - Improving Decision Making [Capital Allocators, EP.39]

9/14/2020
Annie Duke is a renown public speaker and decision strategist. For two decades, she was one of the top poker players in the world, including winning a World Series of Poker bracelet and the $2 million winner-take-all WSOP Tournament of Champions. Her study of the science of smart decision-making began with a National Science Foundation Fellowship, which she used study Cognitive Psychology at the University of Pennsylvania. Among her charity work and television appearances, Annie was a...

Duration:00:59:30

Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)

9/7/2020
Morgan Housel is a partner at Collaborative Fund and one of my favorite writers about investing. Morgan recently released his first book, The Psychology of Money, and I’ll go on record and predict it will be a best-seller in short order. Our conversation starts with Morgan’s non-traditional education, his path to writing, and his process for writing each week. We then turn to the book and discuss some anecdotes about luck and risk, greed, compounding, patience, and tail events. We close...

Duration:01:04:40

EP.245 – Eva Goicochea

8/31/2020
EP.245 – Eva Goicochea

Duration:00:36:41

Diversity, Equity & Inclusion 4: Joel Wittenberg – A Prescription for the Future (Capital Allocators, EP.154)

8/31/2020
Joel Wittenberg is the chief investment officer and vice president of W.K. Kellogg Foundation, where he has managed the foundation's $8 billion in assets since 2009. The Kellogg Foundation is guided by the belief that all children should have an equal opportunity to thrive. In accordance with that mission, in 2007 its Board committed to be an effective anti-racist organization that promotes racial equity. Over the ensuing thirteen years, the organization has become a leader in applying...

Duration:00:53:45

SPECIAL EPISODE – Introducing Invisible Forces Podcast

8/27/2020
Today’s show is an episode of another podcast called Invisible Forces. It’s hosted by insiders at Jefferies, Shannon Murphy and Erin Shea, who dive into unseen influences that are dramatically changing the global economy. Season 2 looks five years into the future to understand where we’ll live, how we’ll live, and what we’ll buy. What follows is the first episode of Season Two. I hope you enjoy this show, and I suspect you will. If you like what you hear, search for Invisible Forces...

Duration:00:30:21

Diversity, Equity & Inclusion 3: Shundrawn Thomas – Leading the Way (Capital Allocators, EP.153)

8/24/2020
Shundrawn Thomas, President of Northern Trust Asset Management, where he oversees the $900 billion organization. Shundrawn joined Northern Trust Corporation in 2004 and rose to the leadership team in 2008. Over the last 8 years, he has hired and promoted much of Northern Trust Asset Management’s executive team, whose fifteen members include nine women and minorities. Shundrawn is deeply involved in diversity efforts across the industry and was named one of this year’s Most Influential...

Duration:01:03:29

Diversity, Equity & Inclusion 2: Kim Lew – The Opportunity and Challenge (Capital Allocators, EP.152)

8/17/2020
Kim Lew is the highly regarded Chief Investment Officer of Carnegie Corporation and a two-time former guest on the show. Our conversation starts with Kim’s childhood and early career experience with conscious and subconscious bias. We then turn to her career as an allocator and cover the challenges and opportunities afforded by diversity across investment teams, manager selection, and running a fund. We close with a discussion of organizations supporting diversity and the challenges of...

Duration:00:51:12

[REPLAY] Kim Lew – The Carnegie Way (Capital Allocators, EP.52)

8/17/2020
Kim Lew is the Vice President and CIO of Carnegie Corporation, where she is responsible for the investment and oversight of the Corporation’s $3.5 billion Foundation. Kim joined Carnegie in 2007 after spending a dozen years at the Ford Foundation. She is also a Trustee of Ariel Investments, the Board Chair of the Stevens Cooperative Schools, and a member of the investment committees of the Girl Scouts of America and the ACLU, and the steering committee of the Private Equity Women Investor...

Duration:01:10:49

Diversity, Equity & Inclusion 1: Jacob Walthour – A Blueprint for Diversity (Capital Allocators, EP.151)

8/10/2020
Jake Walthour is the Co-Founder and CEO of Blueprint Capital Advisors, an alternative investment manager that advises, sources, and oversees portfolios of managers on behalf of institutional clients. Jake launched Blueprint after two decades of experience on Wall Street, including senior roles at investment consultants Aksia and Cliffwater, and at investment managers Cowen, Citadel, Moore Capital, and Morgan Stanley Asset Management. Black Enterprise Magazine recognized him as one of the...

Duration:01:07:55

Matthew Granade – Inside Data Science at Point72 (First Meeting, EP.22)

8/3/2020
Matthew Granade is Chief Market Intelligence Officer at Point72 and the Managing Partner of Point72 Ventures. Matthew oversees all proprietary research and data efforts at the firm, manages several of the internal systematic strategies, leads early stage venture investing, and recently launched Hyperscale, a new strategy that invests in AI-driven startups and connects them with operating companies to build model-driven businesses. Before joining Point72, Matthew started his investment career...

Duration:00:49:05

Randall Stutman - Admired Leadership (Capital Allocators, EP.150)

7/27/2020
Randall Stutman is founder and co-head of the Leadership Practice at CRA. and the Admired Leadership Institute. Randall is probably the top executive coach that you’ve never heard of before. He’s spent 30 years coaching and learning about the behaviors and routines of extraordinary leaders. To give you a sense, he was worked in the White House and the Olympics, with something like 2,000 senior executives and 400 CEOs, and in our world, the most senior executives at JPMorgan, Goldman Sachs,...

Duration:01:05:18