Sarah Samuels – Head of Investment Manager Research at NEPC discusses manager selection and rigorous due diligence.
Brent Montgomery – CEO of Wheelhouse Group, discusses the flywheel approach of his family office.
Paul Enright – Retired Partner from Viking Global, discusses long-short equity investing and managing his single-family office, Krainos Capital.
Carla Harris – Senior Client Advisor and career professional at Morgan Stanley shares pearls of career wisdom.
Rodrigo Bitar – Co-Founder of 3B1 Partners, discusses a proverbial empty room: private equity in Venezuela.
Avichal Garg – In an interview with Maneesh Ghandi of Evanston Capital, Avichal discusses Electric’s investment strategy, differentiated team structure, investment examples, and the future of crypto.
Howard Smith – In an interview with David Huang of UTIMCO, Howard discusses Indus’s investment approach, global team structure, corporate governance in Japan, and opportunities on the horizon.
Janus Henderson Investors. This month from Janus Henderson’s institutional blog, Portfolio Manager Andy Acker explains the impact of new health care legislation in the U.S. and why he believes the biopharma industry should be able to adapt to drug pricing changes.
Northern Trust. Driven by data insights, focusing on core values, and working collectively, Asset Owners are taking a more active role in driving positive outcomes for their constituents and at the same time, creating a more powerful voice in the industry. Northern Trust experts explored the key trends that are shaping the future.
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.
Visible Alpha. Visible Alpha created a platform to analyze consensus data and financial metrics on over 6,500 publicly traded companies. Rather than having to dig through models one by one, Visible Alpha extracts data from every line item across sell-side models so you can better understand expectations on metrics beyond just revenue and earnings. Institutional investors are invited to try Visible Alpha for free.