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Jean Hynes – Inside Wellington Management (Capital Allocators, EP.82)

1/14/2019
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Jean Hynes is a Managing Partner at Wellington Management, where she one of three people responsible for the governance of Wellington’s storied partnership. Jean also is the sector leader of the firm’s healthcare team that manages the Vanguard Healthcare Fund, three global healthcare hedge funds, and global healthcare sector portfolios. She joined Wellington after graduating from college in 1991 and has been at the firm ever since. Our conversation covers Wellington’s humanistic culture,...

Duration:00:52:49

Jen Prosek – Branding an Asset Management Firm (Capital Allocators, EP.81)

1/7/2019
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Jennifer Prosek is the founder and CEO of Prosek Partners, a leading international public relations and financial communications consultancy with offices in New York, London, Los Angeles and Connecticut. Prosek Partners ranks among the top 10 independent public relations firms in the U.S., and among the top financial communications consultancies. The firm has been listed as an Inc. 5000 Fastest Growing Company for nine years running. Jen is also a two-time author. Our conversation covers...

Duration:00:56:27

Top 10 Episodes of Capital Allocators in 2018

12/31/2018
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Please enjoy this countdown of the top 10 most downloaded episodes of Capital Allocators in 2018 (and top 5 most downloaded episodes featuring CIOs). If you have any ideas and can make introductions to guests who might crack next year's top 10, please send the my way. Wishing you a happy, healthy, and prosperous New Year.

Duration:00:02:33

Tim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80)

12/17/2018
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Tim McCusker is the Chief Investment Officer at NEPC, an investment consultant that advises on $1 trillion in assets on behalf of 400 institutional clients. Tim oversees NEPC’s 50-person investment research team and leads investment strategy for the firm. In each of 2014, 2015, and 2016, CIO Magazine recognized Tim as one of the world’s most influential consultants. Our conversation covers NEPC’s client centric model, meeting the needs of a range of client types, forming and implementing...

Duration:00:57:52

Brent Beshore - Micro Buyout Adventur.es (Capital Allocators, EP.79)

12/10/2018
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Brent Beshore is the founder and CEO of Adventur.es, an investment firm that buys small family-owned businesses with the intention of holding them indefinitely. After launching a few businesses out of college, Brent developed a distinct investment strategy and style. Earlier this year, he raised outside capital for the first time in a permanent capital vehicle, and I am a happy investor in the fund. Brent regularly shares his insights on business and investing through his widely distributed...

Duration:01:08:24

Tom Bushey – Launching a Hedge Fund (Capital Allocators EP.78)

12/3/2018
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Tom Bushey is the founder of Sunderland Capital, a Boston-based hedge fund he started in 2016. Tom graduated from the Wharton School as an undergraduate, and worked as an investment banker at Credit Suisse First Boston, private equity analyst at Thayer Capital, hedge fund analyst at Millenium and Mayo Capital, and portfolio manager at Blackrock before trying his hand on his own. Even with that stellar resume, the road to success running an asset management business has plenty of obstacles...

Duration:00:48:42

Mark Baumgartner – Luck, Risk and Uncertainty at the Institute for Advanced Study (Capital Allocators, EP.77)

11/26/2018
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Mark Baumgartner is the CIO of the Institute for Advanced Study, where he oversees a $1 billion portfolio that seeks to achieve just median returns but with significantly less risk. Prior to joining IAS, Mark had stints at the Ford Foundation overseeing risk, at Morgan Stanley’s Alternative Investment Partners, at both quantitative and qualitative hedge funds, and as a management consultant. Oh, and he studied to be a rocket scientist before that. Our conversation covers Mark’s path to...

Duration:00:56:16

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

11/19/2018
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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:00:46:44

Michael Lombardi – Leadership Through Football (Capital Allocators, EP.75)

11/12/2018
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Michael Lombardi is a thirty-year veteran of professional football, including as a General Manager and a three-time Super Bowl winning executive. He is the author of the fantastic recently released bookGridiron Genius, A Master Class in Winning Championships and Building Dynasties in the NFL. The book is a tour de force of applied leadership through his learnings working alongside football greats Bill Walsh, Al Davis, and Bill Belichick. Since stepping aside from the front office to write...

Duration:00:51:36

Jeffrey Solomon - Grief and Goodness in Squirrel Hill (SPECIAL EPISODE)

11/5/2018
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Last week, the senseless and tragic events at the Tree of Life Synagogue in Pittsburgh left me and many others asking questions about our world today. This one hit a little closer to home for me than the many other equally terrible events that have occurred because my mother grew up in Squirrel Hill. Our family is a generation removed and not closely connected to the town anymore, but my friends Andy Fisher and Jeff Solomon very much are. Andy is the President of CIM Investment Management...

Duration:00:33:05

REPLAY - Jeffrey Solomon – Vision, Tenacity, and Empathy (Capital Allocators, EP.09)

11/5/2018
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Jeffrey Solomon is the President of publicly listed Cowen Group (TK: COWN), a financial services company focused on supporting and providing active management to the marketplace. After graduating from the University of Pennsylvania in 1988, Jeff deferred an acting career with a brief respite on Wall Street, but he hasn’t looked back since. In 1994, he joined Peter Cohen, then the former head of investment bank Shearson Lehman Brothers, to form money management firm Ramius Advisors. Ramius...

Duration:00:54:21

Karl Scheer – Competing Sensibly as CIO of the University of Cincinnati (EP.74)

10/29/2018
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Karl Scheer is the Chief Investment Officer of the University of Cincinnati’s billion-dollar endowment. Before taking the helm at Cincinnati in 2011, he co-ran a family office and spent eight years in the venture capital industry. Our conversation covers Karl’s background, running a family office in the teeth of the Global Financial Crisis, high-functioning governance, avoiding the worst managers, taking the hard road, conducting due diligence with popular managers and without checklists,...

Duration:00:46:18

Andrew Tsai – Catching a Theme on the Chalkstream (EP.73)

10/22/2018
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Andrew Tsai is the Chief Investment Officer of Chalkstream Capital Group, which he founded in 2003 to manage the assets of quant guru Peter Muller. Andrew’s fascinating background started on the Lehman arbitrage desk in the early 1990s, after which he formed a quantitative hedge fund in 1997, built a dot.comlogistics business in 1999, and led the turnaround of a private equity-backed business thereafter. He combined his wide range of skills to focus on investing at Chalkstream. Our...

Duration:01:10:21

Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72)

10/15/2018
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Michael Schwimer is the CEO of Big League Advance, a company that makes investments in Minor League baseball players in exchange for an agreed-upon percentage of their future earnings. Before founding BLA, Michael was a professional baseball player, working his way through the minors and reaching the majors as a pitcher for the Philadelphia Phillies. A shoulder injury left him pondering what to do next, which led to the creation of BLA. Our conversation discusses Michael’s career as a...

Duration:00:55:18

Michael Batnick - The Best Investors and Their Biggest Mistakes (Capital Allocators, EP.71)

10/8/2018
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Michael Batnick is the Director of Research at Ritholz Wealth Management, author of theIrrelevant Investor blog, co-host of the Animal Spirits podcast, and recently, author of his first book, Big Mistakes: The Best Investors and Their Worst Investments. Our conversation starts with Michael’s atypical career path, his arrival at Ritholz, and his blog. We then turn to stories from his book about Ben Graham, Jesse Livermore, Jack Bogle, Stan Druckenmiller, John Maynard Keynes, Charlie Munger,...

Duration:00:29:26

REPLAY Andrew Golden - Princeton University's Chief Investing Tiger (EP.13)

10/1/2018
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After getting some great feedback from the replay of my conversation with Scott Malpass, I am going to repeat some gems from the past every few months. This week I picked out my conversation with Andy Golden, the venerable head of Princeton’s 24 billion dollar endowment. It’s another master class in endowment management from a seasoned veteran. Andy Golden is the President of Princeton University’s Investment Management Company (PRINCO). Having grown from $3B at the time of his arrival in...

Duration:01:13:06

Raphael Arndt – Australia’s Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)

9/24/2018
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Raff Arndt is the Chief Investment Officer of Australia’s AUZ$145 billion Sovereign Wealth Fund, the Future Fund. He trained as an engineer and dove into infrastructure policy at the beginning of Australia’s privatizations in the late 1990s. After investing in the space for six year, he joined the Future Fund in 2008 to head the infrastructure team. Six years later, Raff became CIO. Our conversation spans all aspects of the management of a next generation institutional portfolio, including...

Duration:01:26:00

Stephen McKeon – Professor of Crypto Security Tokens (Capital Allocators, EP.69)

9/17/2018
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Professor Stephen McKeon spent six years out of college working in finance for venture-backed startups before returning to graduate school and earning his PhD in finance in 2011. Blending his interest and experience, Steve focuses his research on corporate finance, M&A, security issuance, and most recently, crypto assets, where he has become a leading academic authority in the nascent area. Our conversation starts with Steve’s first job smack into the teeth of the tech meltdown in 2000 and...

Duration:01:08:41

Michael Mervosh – Invest in Yourself (Capital Allocators, EP.68)

9/10/2018
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Both times I was interviewed (by Khe Hy and Patrick O'Shaughnessy) and shared those conversations on Capital Allocators, I made reference to a special experience I’ve participated in for the last five years called the Hero’s Journey. The weeklong journey in the mountains of West Virginia provides a setting and platform for each participant to access their best self. Michael Mervosh is the deeply insightful Executive Director of the Hero’s Journey Foundation, an organization he created that...

Duration:01:12:08

Sarah Williamson – Focusing Capital on the Long-Term (Capital Allocators, EP.67)

9/3/2018
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Sarah Williamson is the CEO of FCLTGlobal, a non-profit consortium of large asset managers, allocators, and corporations dedicated to encouraging long-term behavior in business and investment decision-making. FCLTGlobal conducts research, convenes business leaders, develops actionable tools, and generates broad awareness of ways in which a longer-term focus can increase innovation, economic growth, and future savings. Prior to joining FCLTGlobal in 2016, Sarah spent 21 years at Wellington...

Duration:00:52:12