Capital Allocators Monthly Newsletter - February 2024
- Dwight D. Eisenhower
CAU 2024 is in the books. Our February cohort was a smash hit with a group of high-quality allocators and lessons from Ted, Yale professor Daylian Cain, and CIOs Allison Thacker from Rice and Jenny Heller from Brandywine.
Allocators can join the waitlist for our next cohort in December 2024.
Learn More & Join WaitlistInvesture. Managing assets of approximately $17 billion, Investure is responsible for portfolio management, asset allocation, and manager selection investing across a number of asset classes.
Alliance for Decision Education. The Alliance for Decision Education is a national nonprofit organization driving a revolutionary shift in the way we think about education, leading the growing call for Decision Education to be part of every student’s learning experience.
1. The Death of Traditional Portfolio Construction? Australia Future Fund. This position paper explores how geopolitical and macroeconomic changes might impact long-held investment approaches.
2. Fundamental long-short equity? The FT reports significant outflows, while Bloomberg discusses the benefit of a rising short rebate. Contrarian thesis or structurally too expensive?
3. Japanese equities. Verdad Capital discusses the opportunity set in Japan, noting that cheap stocks overwhelmingly reside in micro caps.
4. The magic of Jamie Dimon, Gary Sernovitz. Gary’s entertaining style comes through in his piece on the rise of JP Morgan under Jamie Dimon.
5. Great month for listening. An epic month for investment podcasts. David Einhorn on value investing, Ali Hamed on cross-capital structure and flexible investing, and Bill Ackman on activism are all fantastic conversations.
EP.366 Sanjay Ayer – Portfolio Manager at WCM Investment Management, Sanjay discusses thinking differently and getting better.
EP.367 Ron Biscardi – CEO of iConnections, Ron shares what goes on inside the iConnections Global Alts event.
EP.368 Brad Jacobs – Career CEO and founder of Jacobs Private Equity, Brad gives a masterclass on leadership and management.
EP.369 Magnus Grimeland – CEO and Founder of Antler, Magnus gives a sponsored insight into day zero investing.
EP.370 Michael Mauboussin – Head of Consilient Research at Counterpoint Global, Michael discusses pattern recognition and public markets.
EP.371 Michael Milken – Legendary financier and philanthropist, Michael discusses his career of innovation in finance, medicine, and education.
EP.20 Stephen Baranowski – Partner and Head of Client Operations at Adams Street Partners, Stephen shares what makes the firm unique.
EP.21 Intelligo at Stonehaven Partners – This sponsored insight with Brian Gaffney from Stonehaven Partners highlights the tech platform Intelligo.
EP.22 Jason Ment – President and Co-COO of StepStone Group, Jason discusses the origin and growth of the firm.
10 East. This membership-based investment firm led by Michael Leffell, former Deputy Executive Managing Member of Davidson Kempner, focuses on private markets for a select community of individuals and institutions. Members co-invest at their discretion across private equity, private credit, venture capital, and real estate alongside the principals of 10 East. Ted is an advisor, member, and investor in 10 East.
Nasdaq Solovis. Full visibility across your multi-asset class portfolio is key to executing an effective investment strategy and a goal for every allocator. Discover how leading investment teams are utilizing Nasdaq Solovis technology to gain a total view of their portfolio in this masterclass.
Managed Funds Association. MFA Ops Los Angeles 2024, from March 4-6, is a can’t-miss event for top alternative investment operations, compliance, and risk management professionals. Gain exclusive insights from leading experts. Engage in one-on-one discussions with allocators and peers. Join interactive sessions focused on operational strategies, regulatory compliance, and leadership trends shaping the industry.