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Capital Allocators

Capital Allocators

Capital Allocators is an open exploration of the people and process behind capital allocation. Through conversations with leaders in the money game, we learn how these holders of the keys to the kingdom allocate their time and their capital.

Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors.

Episodes:

Optimizing Investment Performance through Human Capital

With: Matt Breitfelder

Decision Making

Self Growth

Leadership

Thought Leader

Matt Breitfelder is a Partner and Global Head of Human Capital at Apollo Global Management.

Ski, Golf, and Vacation Investing at KSL

With: Eric Resnick

Real Assets

Real Estate

Manager

Eric Resnick is the co-founder and CEO of KSL Capital Partners, a private equity firm launched in 2005.

Hustling to Save the Planet at Lowercarbon

With: Chris Sacca

Venture capital

Impact

Manager

Chris Sacca is one of the most accomplished venture investors of the last half century.

Modern Value Investing at Saguaro

With: Jim Falbe

Public Equity

Sponsored Insight

Manager

Episode: 320 June 8, 2023
Capital Allocators
Jim is the founder of Saguaro Capital Management, a nvalue-oriented investment firm spun out of Vulcan Value Partners.

Post-Breeding Grounds for Rising Stars and Families

With: Adam Shapiro

Hedge Fund

Multi-Asset

Allocator

MFO

Episode: 319 June 5, 2023
Capital Allocators
Adam Shapiro is the Managing Partner of East Rock Capital, where he oversees $3 billion on behalf of a handful of families.

Hedge Fund Master Class

With: Craig Bergstrom

With: Adam Blitz

With: Dan Fagan

Hedge Fund

Allocator

FOF

SWF

Episode: 318 May 29, 2023
Capital Allocators
This is a true hedge fund master class with a panel of three longstanding investors in the space

Empty Rooms: Venture Capital on the Emerging Frontier at Sturgeon Capital

With: Kiyan Zandiyeh

Venture capital

Emerging Markets

Sponsored Insight

Manager

Episode: 317 May 25, 2023
Capital Allocators
Kiyan Zandiyeh is the CIO of Sturgeon Capital, a $350 million venture firm that backs bold founders.

From Bonds to Boards to Leading Northwestern

With: Amy Falls

Multi-Asset

Allocator

E&F

Episode: 316 May 22, 2023
Capital Allocators
Amy Falls is the CIO at Northwestern University, where she oversees the school’s $14.2 billion endowment.

Avenues of Opportunity

With: Marc Lasry

Credit

Hedge Fund

Sports

Manager

Episode: 315 May 15, 2023
Capital Allocators
Marc is the Chairman, CEO, and Co-founder of Avenue Capital Group, a global investment firm focused on distressed debt.

Crowdsourcing Data Science for Returns at Numerai

With: Richard Craib

Hedge Fund

Sponsored Insight

Manager

Episode: 314 May 11, 2023
Capital Allocators
Today’s Sponsored Insight is from Richard Craib, the Founder and CEO of Numerai

Forty Years of Davidson Kempner

With: Tony Yoseloff

Credit

Hedge Fund

Multi-Asset

Manager

Episode: 313 May 8, 2023
Capital Allocators
Tony Yoseloff is the Managing Partner of Davidson Kempner Capital Management, a $40 billion multi-strategy hedge fund.

Investor Identity, Navigation, and Resilience

With: Ashby Monk

Academic

Thought Leader

Pension

SWF

Episode: 312 May 1, 2023
Capital Allocators
Dr. Ashby Monk is the Executive & Research Director of the Stanford Research Initiative on Long-Term Investing.

Branded Middle Market Investing at Morgan Stanley

With: Aaron Sack

Private Equity

Sponsored Insight

Manager

My guest on today’s sponsored insight is Aaron Sack, the head of Morgan Stanley Capital Partners.

Empty Rooms: Innovation in Biotech at RTW

With: Rod Wong

Hedge Fund

Empty Room

Manager

Rod Wong is the founder and Managing Partner of RTW Investments, a life sciences-focused investment and innovation firm.

Private Equity Panel

With: John Toomey

With: Mario Giannini

Private Equity

Allocator

FOF

Mario Giannini and John Toomey lead two of the largest private equity fund investors in the world.
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