Capital Allocators Monthly Newsletter - May 2025
- Daryl Black
The Hardest Day to Invest is Always Today
In offering a rare take on the current market, Ted returns to one of his investment truths.
Head of Content for Capital Allocators
We are excited to bring in a Head of Content to take ownership of everything we create and share with the world.
Our SPAC Just Got Interesting
Excited to announce that Tony Vinciquerra, former CEO of Sony Pictures Entertainment, has joined the Board of NTWO.
Our allocator-only cohort will still take place on July 7th. Likely our last in-person!
1. Radical Conservative Asset Allocation
Back in 2014, Andy Redleaf penned a thoughtful explanation of what to do when asset classes don’t help (see WTT). His thoughts ring true today as much as they did then.
2. History of the Modern Hedge Fund Industry
Longstanding trade rag Hedge Fund Alert shares stories from its archive that highlight the history of the industry.
3. The Mistake You’re Making in Today’s Stock Market, Jason Zweig
Our lived experience colors what we think will happen next.
4. Three Giants Join to Tackle Private Wealth Vanguard, Blackstone, and Wellington are combining investment solutions to combine public and private assets.
5. Monetizing the Mingle, Jen Prosek
Jen shares how to maximize ROIC at conferences, using this week’s Milken Global Conference as an example.
EP. 443 Michael Sidgmore – Host of the Alt Goes Mainstream podcast, Michael Sidgmore, discusses the intersection of private markets and private wealth.
EP. 444 John Matthews – Head of Private Wealth Management in the Americas for UBS, John Matthews, discusses how the world’s largest wealth manager approaches investing on behalf of its clients.
EP. 445 James Clarke – Global Head of Institutional Capital at Blue Owl, James Clarke, offers insights on building enduring partnerships.
EP. 446 Eric Mogelof – Head of Global Client Solutions at KKR, Eric Mogelof, discusses the firm’s pivot into the channel.
EP. 447 Kristin Kallergis Rowland – Global Head of Alternative Investments for J.P. Morgan Wealth Management, KK Rowland, discusses the massive private bank’s approach to alternative investing.
EP. 448 Jon Madorsky – Managing Partner and Co-Portfolio Manager of the secondaries strategy at RCP Advisors, Jon Madorsky, discusses navigating the evolution of private equity secondaries.
EP. 51 John Fitzpatrick – Senior Managing Director and Chief Technology Officer of Alternative Asset Management Technology at Blackstone, John Fitzpatrick, shares insight on the big picture with trends in data acquisition, automation, and process improvement.
EP. 52 Letti de Little – Chief Compliance Officer for Grain Management, Letti de Little, shares insight on finding uncorrelated assets
Take a glimpse into WCM’s unique perspective on culture.
This testimonial is being provided by Capital Allocators, who has been compensated a flat fee by WCM. This payment was made in connection with Capital Allocators’ testimonial and production of podcasts and does not depend on the success or level of business generated. The opinions expressed are solely those of Capital Allocators and may not reflect the opinions of others. Investing involves risks, including the possible loss of principal. Past performance is not indicative of future results. Please visit wcminvest.com for WCM’s ADV and further information.
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