“Human beings cannot comprehend very large or very small numbers.”

– Daniel Kahneman

“The struggle ends when the gratitude begins.”

– Neil Donald Walsh

Announcements

Investing. Ted has been thinking about how to share investment opportunities with our community. Please reach out if you would like to learn more.
Email Us Here!

Hot Jobs to Share. Send interesting opportunities our way and we’ll share them with the community. For job hunters, our Premium members get an early look at Hot Jobs before the rest of the crowd.

Stable Asset Management. The $3 billion backer of alternative asset managers is seeking a Head of Global Distribution and a VP of Sales & Marketing.

Listen to Stable Asset Management Founder, Erik Serrano Berntsen, on Capital Allocators

View Openings Here

BBR Partners. The boutique wealth manager is looking for a VP and an Associate for their Portfolio & Wealth Advisory team. The VP will be responsible for day-to-day client portfolio management and monitoring including asset allocation, performance, and trading activity. The Associate is a self-starter with a strong work ethic and entrepreneurial mindset who enjoys working in a small-firm environment.

Listen to BBR Founder, Brett Barth, on Capital Allocators

View postings for Portfolio & Wealth Advisory VP and Portfolio & Wealth Advisory Associate

Northern Trust Front Office Solutions. Our friends at NTRS FOS are adding to their team! Explore openings available nationwide in roles across Technology, Product, Client Success, and many more. Apply your experience and talent to a growing team with over $450 billion in client AUM.

View Openings Here.

Carnegie Corporation. Mark Baumgartner is looking to bring on an Investment Analyst and a Senior Operations Analyst.

View postings for Investment Analyst and Sr. Investment Operations Analyst.

Reading

Ordered by reading time: tweets first, books last, and blog posts and articles in between.

1. Great Questions for Allocators. Ex-buyside PM and pseudonymous Twitter account, Unemployed & Homeless Investor, shares some insightful questions for allocators to ask managers. Read Here.

2. China’s tough decision. Thoughtful piece from Gideon Rachman at the FT describing the dilemma currently facing Xi Jinping. Read Here.

3. Now You Get It. A timely dose of perspective from Morgan Housel during the tumultuous markets this year. Read Here.

4. The Latecomer’s Guide to Crypto. This NY Times crypto primer is fantastic, especially for those among us who want to refresh the basics. Read Here.

5. Jeffrey Archer, The Clifton Chronicles. In a world that feels topsy turvy, I dove into Archer’s latest series. He is my favorite fiction author, and actually the only one I’ve read regularly for forty years! Read Here.

Listening

Capital Allocators Episodes

EP.238: Annie Lamont – A Lifetime in Venture at Oak HC/FT (Venture is Eating the Investment World EP.9)

EP.239: James Aitken – Market Implications of the Situation in Ukraine

EP.240: Arjun Sethi – A Technology Company that Deploys Capital at Tribe (Venture is Eating the Investment World EP.10)

EP.241: Kelsey Chase – Analyzing Venture Transactions at Aumni

EP.242: Renata Quintini & Rosanne Wincek – Renegade Spin-Out In Its Supercritical Stage (Venture is Eating the Investment World EP.11)

EP.243: Kathy Xu – Venture In China at Capital Today (Venture is Eating the Investment World EP.12)

Manager Meetings Episode

EP.28: Chris Heller – Weird Alternatives at Cordillera Investment Partners (Interviewed by Greg Dowling)

A Word from our Sponsors

Third Bridge. Third Bridge is a widely used provider of expert interview transcripts whose clients include past Capital Allocators guests across private equity, public equity, and credit. Their coverage is incredibly extensive with over 30,000 company and sector transcripts available on-demand. Each transcript records a 1-hour interview between an unbiased analyst and an industry executive.

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Anduin. The Anduin platform is a unique ecosystem of interconnected tools designed to streamline private market transactions. Learn how to transform your LP onboarding and bring clarity to your next fundraise with Anduin’s industry-leading fund subscription and data room solutions.

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Venn by Two Sigma. In the latest edition of the Venn Factor Performance Report, Venn highlights the recent impact that the Russia-Ukraine crisis has had on markets and the factors within the Two Sigma Factor Lens. Over the course of February, two-thirds of the factors experienced movements in either the top or bottom quintiles of their monthly historical returns as a result of recent events.

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Aumni. Wondering if the terms in that term sheet are market? Aumni’s Benchmarking Term Sheet tool can help you instantly view market data on a term-by-term basis while preparing a draft term sheet based on NVCA’s model legal document. Thanks to Aumni for sponsoring our latest mini-series, Venture is Eating the Investment World.

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Canalyst. Detailed, company-specific data and models on over 4,000 global equities with appropriate adjustments and relevant KPIs for each company. Join the hundreds of funds that already use Canalyst to spend more time on analysis, thanks to exceptional accuracy and coverage.

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