Test Podcast - Capital Allocators with Ted Seides

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Episode 02:

Greg Fleming

- Rockefeller Capital Management

Episode 339:

Muthu Muthiah

- Inefficiency and Innovation at CHOA

Episode 338:

Adam Karr

- Extreme Alignment at Orbis

Episode 08:

Byron Pavano

- Audax Group

Episode 337:

Marlene Puffer

- Canadian Pension Model at AIMCo

Episode 01:

Chris Ackerman

- TigerRisk

Episode 07:

Ken Meister

- Evanston Capital Management

Episode 335:

Chris Gordon

- Classic Deal: HCA

Episode 06:

Annie Kerns and Blake Fischer

- Bipsync at UVIMCO

Episode 334:

Stan Miranda

- Modern Endowment Model at Partners Capital

Episode 05:

Scott Pomfret

- Best Practices in Fund Compliance

Episode 333:

Kim Sargent

- Passion and Mission at the Packard Foundation

Episode 332:

Michael Carmen

- Late-Stage Private Investing at Wellington

Episode 331:

Sachin Khajuria

Brendan Ballou

- Private Equity: Profit or Plunder?

Episode 04:

Jenn Birmingham

- PRINCO

Episode 330:

Ted Seides

- The Art of the Interview

Episode 329:

Kipp deVeer

- The World of Private Credit at Ares

Episode 03:

Antoine Forterre

- Man Group

Episode 02:

Jennifer Choi

- ILPA

Episode 328:

Seth Klarman

- Timeless Value Investing

Episode 327:

Ravi Viswanathan

- Venture Secondaries and Growth Capital at NewView

Episode 326:

James Aitken

- Opportunities and Risks from Monetary Policy

Episode 01:

Lauren Dillard

- Vista Equity Partners

Episode 325:

Porter Collins & Vincent Daniel

- Big Shorts and Big Longs

Episode 324:

Don Mullen

- Single-Family Rentals at Pretium

Episode 323:

Matt Breitfelder

- Optimizing Investment Performance through Human Capital

Episode 322:

Eric Resnick

- Ski, Golf, and Vacation Investing at KSL

Episode 8:

Andreas Holzmueller and Luke Chapman

- Breitling

Episode 321:

Chris Sacca

- Hustling to Save the Planet at Lowercarbon

Episode 320:

Jim Falbe

- Modern Value Investing at Saguaro

Episode 319:

Adam Shapiro

- Post-Breeding Grounds for Rising Stars and Families

Episode 7:

David Roux and Tom O'Rourke

- Mavis Tire Express Services

Episode 318:

Craig Bergstrom

Adam Blitz

Dan Fagan

- Hedge Fund Master Class

Episode 317:

Kiyan Zandiyeh

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

Episode 316:

Amy Falls

- From Bonds to Boards to Leading Northwestern

Episode 6:

Brent Beshore

- Selective Search

Episode 315:

Marc Lasry

- Avenues of Opportunity

Episode 314:

Richard Craib

- Crowdsourcing Data Science for Returns at Numerai

Episode 313:

Tony Yoseloff

- Forty Years of Davidson Kempner

Episode 312:

Ashby Monk

- Investor Identity, Navigation, and Resilience

Episode 311:

Aaron Sack

- Branded Middle Market Investing at Morgan Stanley

Episode 310:

Rod Wong

- Empty Rooms: Innovation in Biotech at RTW

Episode 5:

David Sambur

- Yahoo!

Episode 309:

John Toomey

Mario Giannini

- Private Equity Panel

Episode 308:

Thoma Bravo

- Behind the Deal

Episode 307:

Paul Assaiante

- Leading People to Greatness

Episode 4:

Sam Byrne

- Yellowstone Club

Episode 306:

Tom Joy

- Divine Diversification and Responsibility at Church Commissioners

Episode 305:

Andy Lee

- Empty Rooms: Investing in Tax Assets at Parallaxes Capital

Episode 304:

Adam Rodman

- The Case for Nuclear

Episode 303:

David Abrams

- Sports Ecosystem Investing at Velocity

Episode 302:

Colin Campbell

- The Case for Environmental Markets

Episode 3:

David Shapiro

- TaylorMade

Episode 301:

William Orum

- Mission-Aligned Allocation at Capricorn

Episode 300:

Tom Steyer

- Investing to Save Humanity

Episode 2:

Scott Spielvogel

- BlueTriton Brands

Episode 299:

Beezer Clarkson, Chris Douvos, & Joelle Kayden

- Venture Panel

Episode 298:

Dan Ivascyn

- Fixed Income in the Limelight Again

Episode 1:

Ian Charles

Sam Kennedy

- Fenway Sports Group

Episode 297:

José E. Feliciano

- Flexible Private Market Investing at Clearlake

Episode 296:

Brian Philpot

- Financing Farmers at AgAmerica

Episode 295:

Marshall Boyd

- Meat and Potatoes Multi-Family Real Estate at IEC

Episode 294:

John-Austin Saviano

- Emerging Managers and IC Governance

Episode 293:

Shundrawn Thomas

- From Large Money Manager CEO to Social Impact Entrepreneur

Episode 292:

Anthony Scaramucci

- Another Winter and Another Rebirth

Episode 291:

Gregg Lemkau

- The Evolution of MSD

Episode 290:

Neal Foard

- The Art of Storytelling

Episode 289:

Year in Review 2022

- Year in Review 2022

Episode 08:

Clayton Dubilier & Rice

- Scaled Growth Equity at agilon health

Episode 288:

Ana Marshall

- Preparing for the New Environment at Hewlett

Episode 287:

Carol Geremia

- Creating Long-Term Value for (almost) 100 Years at MFS

Episode 286:

Charley Ellis

- Figuring Out Investing and Vanguard

Episode 07:

Advent International

- A Beautiful Carveout at Orveon

Episode 285:

Sachin Khajuria

- Two and Twenty, An Insider’s Take on Private Equity

Episode 284:

Thomas Majewski

- Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management

Episode 283:

Charles Van Vleet

- Thinking Differently with Pensions at Textron

Episode 06:

Bain Capital

- Partnering, Merging, and Growing at Zelis

Episode 282:

Frank Brosens

- Culture and Partnership at Taconic Capital

Episode 281:

Melanie Pickett

- Modern Technology in the Investment Office at Northern Trust

Episode 280:

Geoffrey Rubin

- The Modern Canadian Model at CPPIB

Episode 05:

EQT

- Transformation and Carve Outs at Innovyze

Episode 279:

Colin Smith & Farouk Miah

- Empty Rooms: Investing in Africa

Episode 278:

Michael Rees

- Inside GP Stakes at Dyal Capital

Episode 04:

Berkshire Partners

- Culture and Compounding at Parts Town

Episode 277:

Jon Ballis

- In the Room Where Private Equity Happens at Kirkland & Ellis

Episode 38:

Jack Sommers

- Core Fixed Income at IR+M

Episode 276:

Reade Griffith

- Managing Assets and Partnerships at Tetragon

Episode 03:

Stone Point

- Value in Industry Specialization at Bullhorn

Episode 275:

Louis-Vincent Gave

- The Case for Emerging Markets

Episode 274:

Andy Acker

- Empty Rooms: Investing in Biotech at Janus Henderson

Episode 273:

Annie Duke

- The Power of Quitting

Episode 02:

Thoma Bravo

- Public-to-Private at RealPage

Episode 272:

Matt Brown

- Tidal Wave of Capital for Alternatives from Retail

Episode 37:

Adam Wyden

- ADW Capital

Episode 271:

Jon Harris, Casey Whalen, Meredith Jenkins, Brett Barth, and Ted Seides

- Friends Reunion 2 - Five Allocators Riff on Investing

Episode 01:

KKR & Co.

- Employee Ownership at C.H.I. Overhead Doors

Episode 270:

Greg Lippmann

- The Big Short and Structured Credit at LibreMax

Episode 269:

Ted Seides

- Insights on Investing and Podcasting

Episode 36:

Allan Jean-Baptiste and Marco DeMeireles

- Under-Covered Venture Markets and Teams at Ansa Capital

Episode 268:

Rodrigo Bitar

- Empty Rooms: Investing in Venezuela

Episode 267:

Carla Harris

- Pearls of Career Wisdom

Episode 35:

Howard Smith

- Japanese Equities at Indus Capital

Episode 264:

Paul Enright

- Inside Long-Short Equity Investing

Episode 265:

Brent Montgomery

- The Disney Flywheel at Wheelhouse

Episode 34:

Avichal Garg

- Programmer-Centric Crypto Investing at Electric

Episode 264:

Sarah Samuels

- Framework and Rigor at NEPC

Episode 263:

Josh Friedman

- Master Class in Credit Investing at Canyon

Episode 262:

Mario Giannini

- View from the Top of Private Equity at Hamilton Lane

Episode 261:

Rob Citrone

- Emerging Markets, Hedge Funds, and Staying in the Game

Episode 33:

Regan Bozman

- Defensible Moats in Crypto at Lattice Capital

Episode 260:

Ashvin Chhabra

- The Aspirational Investor

Episode 259:

Diogo Monica

- Crypto for Institutions 2: Securing Crypto at Anchorage Digital

Episode 258:

Chris Dixon

- Crypto for Institutions 2: Frameworks and Investing at Scale

Episode 257:

Olaf Carlson-Wee

- Crypto for Institutions 2: The Future of Crypto

Episode 256:

Ben Forman

- Crypto for Institutions 2: Opportunities in DeFi

Episode 255:

Stephen McKeon

- Crypto for Institutions 2: NFTs and the Consumer in Web3

Episode 254:

Marcos Veremis

- Crypto for Institutions 2: Allocator's Perspective on Blockchain

Episode 253:

Sam Zell

- Common Sense and Uncommon Profits

Episode 32:

Leigh Drogen

- Quantamental Approach to Crypto at Starkiller Capital

Episode 252:

Chris Voss

- Listening, Human Nature, and Negotiations

Episode 251:

Billy Libby

- Disruptive Venture Funding at Upper90

Episode 31:

John Barber

- The Art of Co-Investing at Cohesive Capital

Episode 250:

Larry Kochard

- From Endowment Professor to OCIO Chief at Makena Capital

Episode 249:

Sahil Bloom

- Creativity, Investing, and Engineered Serendipity

Episode 30:

Steve Drobny

- Where the World is Going at Clocktower Group

Episode 248:

Greg Dowling

- Mid-Market Institutional Consulting at FEG

Episode 247:

Louis-Vincent Gave

- Macro Consequences of Government Sanctions

Episode 29:

Andrew Milgram

- Mid-Market Distressed Investing at Marblegate

Episode 246:

Tom Lenehan

- Taking the Helm at the Wallace Foundation

Episode 245:

Sebastian Mallaby

- The Making of the New Future in Venture

Episode 244:

Steve Papa

- Entrepreneur’s Perspective on Venture

Episode 243:

Kathy Xu

- Venture in China at Capital Today

Episode 28:

Chris Heller

- Weird Alternatives at Cordillera Investment Partners

Episode 242:

Renata Quintini & Roseanne Wincek

- Renegade Spin-Out In Its Supercritical Stage

Episode 241:

Kelsey Chase

- Analyzing Venture Transactions at Aumni

Episode 240:

Arjun Sethi

- A Technology Company that Deploys Capital at Tribe

Episode 239:

James Aitken

- Market Implications of the Situation in Ukraine

Episode 238:

Annie Lamont

- A Lifetime in Venture

Episode 237:

Marko Papic

- Geopolitical Shock in a Multi-Polar World

Episode 236:

Josh Wolfe

- Caution and Innovation at Lux Capital

Episode 235:

Joelle Kayden

- Canvassing the Landscape at Accolade Partners

Episode 234:

Aydin Senkut

- Tenacious Sourcing and Founder Support at Felicis

Episode 233:

Ali Hamed

- Novel Venture Investing at CoVenture

Episode 232:

Fabrice Grinda

- Canvassing Seed Stage Marketplaces at FJ Labs

Episode 27:

Florian Bartunek

- Brazilian Equity Investing at Constellation Asset Management

Episode 231:

Sean O'Sullivan

- Start-Up Development at SOSV

Episode 230:

Chris Douvos

- The LP’s Perspective from Ahoy Capital

Episode 229:

David Rosenthal and Ben Gilbert

- Acquiring an Industry

Episode 26:

Jamie Montgomery

- March Capital

Episode 228:

Ted Seides

- Year in Review 2021

Episode 25:

Justin Fishner-Wolfson

- 137 Ventures

Episode 227:

Paul Black & Mike Trigg

- How to Build a $100B Money Manager

Episode 24:

Jarrid Tingle and Henri Pierre-Jacques

- Harlem Capital

Episode 226:

Christopher Zook

- Thematic Investing and Raving Fans at CAZ Investments

Episode 23:

Bill Trenchard

- First Round Capital

Episode 225:

Ian Charles & Doc O’Connor

- Investing in Sports Teams at Arctos Sports Partners

Episode 22:

Will Cook

- Sunriver Management

Episode 224:

Chas Cocke

- From Allocator to Manager at LB Partners

Episode 21:

Brian Higgins

- King Street

Episode 223:

Todd Boehly

- The Next Berkshire Hathaway at Eldridge

Episode 20:

Kyle Samani & Tushar Jain

- Multicoin Capital

Episode 222:

Richard Tedlow

- Charismatic Business Leadership

Episode 19:

Himanshu Gulati

- Antara Capital

Episode 221:

Jordi Visser

- Analytics and AQ at Weiss

Episode 18:

Satya Patel

- Homebrew

Episode 220:

Savneet Singh

- The Operator/Investor whose Software is Feeding the World

Episode 17:

Rashmi Kwatra

- 16th Street Capital

Episode 219:

Paula Volent

- Star Endowment Manager’s Next Act at Rockefeller University

Episode 16:

Stefan Kaluzny

- Sycamore Partners

Episode 218:

Erik Serrano Berntsen

- Backing Alternative Founders at Stable Asset Management

Episode 15:

Hamish Corlett

- TDM Growth Partners

Episode 217:

Matt Brown

- Democratization of Alternatives at CAIS

Episode 14:

Jon Brolin

- Edenbrook Capital

Episode 216:

Barry Sternlicht

- Masterclass in Real Estate in a Post-COVID World

Episode 13:

Daniel Graña

- Janus Henderson Investors Emerging Markets Equity

Episode 215:

Brett Barth, Jon Harris, Meredith Jenkins, Casey Whalen, & Ted Seides

- Friends Reunion – Five Allocators Riff on Investing

Episode 12:

Nikhil Basu Trivedi & Mike Smith

- Footwork Ventures

Episode 214:

Luke Ellis

- The Man Behind The Man Group

Episode 11:

Ryan Batchelor

- Clifford Capital Partners

Episode 213:

Katie Hall

- Hall Capital Partners

Episode 10:

Leda Braga

- Systematica Investments

Episode 212:

Mike Tian

- Moat Trajectories and Investing in China at WCM

Episode 9:

Jan Garfinkle

- Arboretum Ventures

Episode 211:

Jenny Heller

- Beginner’s Mind with Professional Wisdom at Brandywine

Episode 8:

Rick Rieder

- BlackRock

Episode 210:

Matt Spielman

- Executive Coaching in Asset Management

Episode 7:

Bruce Martin

- Still Lake Capital

Episode 209:

Max Frumes

Sujeet Indap

- Inside the Sausage Factory of the Caesar’s Restructuring

Episode 208:

Wylie Fernyhough

- Private Equity Stakes

Episode 6:

Greg Jensen

- Bridgewater Associates

Episode 207:

Chuck Davis

- Stone Point Capital

Episode 5:

Jonathan Lewinsohn

- Diameter Capital Partners

Episode 206:

Orlando Bravo

- Thoma Bravo

Episode 4:

Julia Bonafede

- Rosetta Analytics

Episode 205:

Doug Ostrover

- Blue Owl Capital

Episode 3:

Bill Ford

- General Atlantic

Episode 204:

Virginie Morgon

- Eurazeo

Episode 2:

Eli Casdin

- Casdin Capital

Episode 203:

David Rubenstein

- Carlyle Group

Episode 1:

Jeremy Grantham

- GMO

Episode 202:

Robert F. Smith

- Vista Equity Partners

Episode 201:

John Connaughton

- Bain Capital

Episode 200:

John Toomey

- HarbourVest Partners

Episode 199:

Katy Milkman

- How to Change

Episode 198:

Alex Rodriguez

- Business After Baseball

Episode 197:

Charley Ellis

- The Magic of David Swensen

Episode 196:

Ashby Monk

- Innovation in Institutional Portfolios

Episode 195:

Dan Ariely

- The Human Capital Factor

Episode 194:

Sulaiman Alderbas

- A Massive Restart at PIFSS

Episode 193:

Mark Johnson

- New Leaders in Private Equity at Astra

Episode 192:

Steve Moseley

- The Space in Between GPs and LPs at Alaska Permanent Fund

Episode 191:

Brian Bares

- Qualitative Concentration at BCM

Episode 190:

Cade Massey

- People Analytics in Investing and the NFL

Episode 189:

a16z Podcast

Linda Xie

Jesse Walden

- All About NFTS

Episode 188:

Yen Liow

- The Quest for the Right Tail at Aravt Global

Episode 187:

Dominic Garcia

- Risk-based Investing at New Mexico PERA

Episode 186:

Jeff Housenbold

- Inside Softbank Vision Fund

Episode 185:

Ted Seides

Jenny Heller

- Compounding Knowledge and Relationships

Episode 184:

Ted Seides

Patrick O'Shaughnessy

- Lessons from the World's Elite Money Managers

Episode 183:

Ari Paul

- Crypto for Institutions 4: Exploiting Inefficiencies in Crypto Trading

Episode 182:

Seth Ginns

- Crypto for Institutions 3: Investing Beyond Bitcoin

Episode 181:

Michael Sonnenshein

- Crypto for Institutions 1: A Path to Entry

Episode 180:

Eric Peters

- Crypto for Institutions 1: The Macro Case for Bitcoin

Episode 179:

Alex Shahidi

Damien Bisserier

Episode 178:

Rostin Behnam

- CFTC Regulatory Perspectives on Crypto and Climate

Episode 177:

Jennifer Prosek

- Business Development and Leadership in a Virtual World

Episode 176:

David Baran

Kazuhiko Shibata

- Friendly Activism in Japan at Symphony

Episode 175:

Paul Salem

- Providence Equity Partners

Episode 174:

Collette Chilton

- Humility and Loyalty at Williams College

Episode 173:

Fran Kinniry

- The Comfort of Paradox at Vanguard Group

Episode 172:

Chris Dixon

- The Future of Blockchain at a16z

Episode 171:

James Clear

- Mastering Habits

Episode 170:

Ted Seides

- Year in Review 2020

Episode 169:

André Perold

- Pockets of Inefficiency at HighVista Strategies

Episode 168:

Daryn Dodson

- Training and Action at Illumen Capital

Episode 167:

Chamath Palihapitiya

- The Social Capital Flywheel

Episode 166:

Ben Reiter

- Over the Edge with the Houston Astros

Episode 165:

Joel Greenblatt

- Common Sense for Value at Gotham Capital

Episode 164:

Shane Parrish

- Learning to Learn at Farnam Street

Episode 163:

Karyn Williams

- Measuring Risk Practically at Hightree Advisors

Episode 162:

Mike Trigg

- Defying the Fade at WCM

Episode 161:

Marko Papic

- Geopolitical Alpha at Clocktower Group

Episode 160:

Carrie Thome

- Nothing Ventured, Nothing Gained at WARF and beyond

Episode 23:

Mathieu Chabran

- (First Meeting, EP.23) Good Deals Have No Wheels at Tikehau Capital

Episode 159:

Scott Wilson

- Concentrated Investing at Washington University-St. Louis

Episode 158:

Luke Ellis

Mario Therrien

- Best Practices in Alternatives

Episode 157:

Paul Marshall

- 10 ½ Lessons from 23 years at Marshall Wace

Episode 156:

Annie Duke

- How to Decide

Episode 155:

Morgan Housel

- The Psychology of Money

Episode 154:

Joel Wittenberg

- A Prescription for the Future

Episode 153:

Shundrawn Thomas

- Leading the Way

Episode 152:

Kim Lew

- The Opportunity and Challenge

Episode 151:

Jacob Walthour

- Jacob Walthour – A Blueprint for Change

Episode 22:

Matthew Granade

- (First Meeting, EP.22) Inside Data Science at Point72

Episode 150:

Randall Stutman

- Admired Leadership

Episode 149:

Taimur Hyat

- After the Great Lockdown

Episode 21:

Adam Fisher

- (First Meeting, EP.21) Blending Global Macro and Real Estate at Commonwealth Asset Management

Episode 148:

Hiro Mizuno

- Changing the Game

Episode 147:

Reuben Munger

- Private Capital Perspective

Episode 146:

Lauren Taylor Wolfe

- Activist Perspective

Episode 145:

Tony Davis

- Hedge Fund Perspective at Inherent Group

Episode 144:

Richard Lawrence

- ESG Integration at Overlook

Episode 143:

David Blood

- Pioneering a Generation

Episode 142:

Emanuel Citron

- Sourcing Sustainable Managers

Episode 141:

Bob Litterman

- Pricing Climate Risk

Episode 140:

Liqian Ma

- Allocator Perspective

Episode 139:

Wendy Cromwell

- The $170 Trillion Opportunity

Episode 20:

Clarke Futch

- (First Meeting, EP.20) Healthcare Royalty Partners

Episode 19:

Brett Jefferson

- (First Meeting, EP.19) Capturing Inefficiencies in Structured Credit at Hildene Capital Management

Episode 138:

Daylian Cain

- Master Class in Negotiations

Episode 137:

Laurence Siegel

- Current Myths and Long-Term Optimism

Episode 136:

Daniel Adamson

- Innovation from Asset Giants at Capital Constellation

Episode 135:

Tim McCusker

- Advising Through a Crisis at NEPC

Episode 134:

Michael Mervosh

- Investing in Yourself During a Crisis

Episode 133:

Andy Golden

- Navigating Princeton’s Endowment Through (Another) Crisis

Episode 132:

Annie Duke

- Decision Making in a Crisis

Episode 131:

Sandra Robertson

- Calibrating Oxford’s Portfolio in a Crisis

Episode 130:

Sandra Robertson

- Oxford’s Queen of Endowment Management

Episode 129:

Steve Nelson

- Assisting Private Equity Allocators Through Turbulent Times at ILPA

Episode 18:

Eric Peters

- (First Meeting, EP.18) Trading and Evolution at One River

Episode 128:

Mark Baumgartner

- Allocating in a Crisis at IAS

Episode 17:

Ben Inker

- (First Meeting, EP.17) Value Investing at GMO

Episode 127:

Michael Mauboussin

- Consilient Observations in a Crisis

Episode 126:

James Aitken

- Systemic Risk in a Crisis

Episode 125:

Greg Fleming

- Building and Running Rockefeller Capital Management

Episode 124:

Christie Hamilton

- Tweeting on Allocation at Children’s Health

Episode 16:

Mike Mauzé

- (First Meeting, EP.16) Escape Velocity for CPG Brands at VMG Partners

Episode 123:

Doug Phillips

- Middle of the Fairway at the University of Rochester

Episode 15:

Dan Rasmussen

- (First Meeting, EP.15) Private Equity Risk and Public Equity Opportunity at Verdad Advisers

Episode 122:

James Aitken

- Tour Around the World from a Small Island

Episode 14:

Peter Kraus

- (First Meeting, EP.14) Widening the Aperture on Alpha

Episode 121:

Ted Seides

- A Rational Reminder

Episode 120:

Beezer Clarkson

- Sapphire Gem of Early Stage Venture

Episode 119:

Greg Zuckerman

- Decoding Renaissance Medallion

Episode 118:

Ted Seides

- Best of 2019

Episode 117:

Dr. Sarel Vorster

- Conducting Brain Surgery

Episode 116:

Neal Triplett

Kim Lew

- Issues of Management at Duke and Carnegie

Episode 115:

Kip McDaniel

- How to Get an Allocator’s Attention

Episode 114:

Anne Martin

- Pulling the Oars as CIO of Wesleyan University

Episode 13:

Drew Dickson

- (First Meeting, EP.13) Blending Behavior and Fundamentals at Albert Bridge Capital

Episode 113:

Steve Rattner

- Overseeing Michael Bloomberg’s Family Office

Episode 12:

Jason Karp

- (First Meeting, EP.12) From Hedge Funds to Health and Wellness at HumanCo

Episode 112:

Dawn Fitzpatrick

- Multi-Faceted Investing at Soros Fund Management

Episode 11:

Ash Fontana

- (First Meeting, EP.11) Investing in Artificial Intelligence at Zetta Ventures

Episode 111:

Ana Marshall

- Applied Direct Investing at the William and Flora Hewlett Foundation

Episode 10:

- (First Meeting, EP.10) Farmland Opportunity

Episode 110:

Jonathan Tepper

- Variant Perception of Capitalism

Episode 09:

Joe Lonsdale

- (First Meeting, EP.09) Entrepreneurship and 8VC

Episode 109:

Gary Klein

Paul Johnson

Paul Sonkin

- Conducting Pre-Mortem Analysis

Episode 08:

- (First Meeting, EP.08) Sports Betting at JAMBOS

Episode 108:

Matt Whineray

- Innovation at New Zealand Super Fund

Episode 07:

Scott Kupor

- (First Meeting, EP.07) Andreessen Horowitz

Episode 107:

Eric Ries

- Lean Start-Ups and the Long-Term Stock Exchange

Episode 106:

David Druley

- Structure into Action at Cambridge Associates

Episode 06:

- (First Meeting, EP.06) Galaxy Digital

Episode 05:

Paul Black

- (First Meeting, EP.05) WCM Investment Management

Episode 105:

Jon Harris

- Investing in People at AIM

Episode 04:

André Bourbonnais

- (First Meeting, EP.04) Blackrock Long-Term Private Capital

Episode 03:

Richard Lawrence

- (First Meeting, EP.03) Overlook Investments Group

Episode 104:

Ash Williams

- Florida SBA's Reigning Chief

Episode 103:

Sam Sicilia

- Seizing on a Long Time Horizon at HostPlus

Episode 02:

Martin Whittaker

- (First Meeting EP.02) JUST Capital

Episode 102:

Jon Wertheim

- Sports AND...

Episode 01:

Patrick O’Shaughnessy

- (First Meeting, EP.01) - O'Shaughnessy Asset Management

Episode 101:

Khe Hy

- Radical Shift from Investing to Purpose

Episode 100:

Tim Recker

- Concentration at the James Irvine Foundation

Episode 99:

Michael Mauboussin

- Who's on the Other Side?

Episode 98:

Jon Hirtle

- The Pioneer of OCIO

Episode 97:

Matt Levine

- Money Stuff

Episode 96:

David Zorub

- The Path to a Hedge Fund Launch

Episode 95:

Paul Rabil

- Lacrosse and Entrepreneurship

Episode 94:

Ted Seides

- Interviewing and Manager Meetings

Episode 93:

Dan Ariely

- Investing in Irrationality

Episode 92:

Jordi Visser

- Next Generation of Manager Allocation

Episode 91:

Manny Friedman

- EJF on Economic Opportunity Zones

Episode 90:

Thomas Russo

- All About Google

Episode 89:

Thomas Russo

- All About Berkshire Hathaway

Episode 88:

Matt Botein

- Flexible Investing and Institutional Challenges

Episode 87:

Rahul Moodgal

- Master Fund Raiser

Episode 86:

Chris Ailman

- CalSTRS’ Venerable CIO

Episode 85:

Steve Kuhn

- Life After Hedge Funds

Episode 84:

Donna Snider

- Inside the Investment Process at the Kresge Foundation

Episode 83:

Ron Biscardi

- Putting Hedge Funds in Context

Episode 82:

Jean Hynes

- Inside Wellington Management

Episode 81:

Jennifer Prosek

- Branding an Asset Management Firm

Episode 80:

Tim McCusker

- Consistency and Creativity at NEPC

Episode 79:

Brent Beshore

- Micro Buyout Adventur.es

Episode 78:

Tom Bushey

- Launching a Hedge Fund

Episode 77:

Mark Baumgartner

- Luck, Risk and Uncertainty at the Institute for Advanced Study

Episode 76:

Annie Duke

- Thinking More in Bets

Episode 75:

Michael Lombardi

- Leadership Through Football

Episode :

Jeffrey Solomon

- Grief and Goodness in Squirrel Hill (SPECIAL EPISODE)

Episode 74:

Karl Scheer

- Competing Sensibly as CIO of the University of Cincinnati

Episode 73:

Andrew Tsai

- Catching a Theme on the Chalkstream

Episode 72:

Michael Schwimer

- Moneyball as an Investment Strategy

Episode 71:

Michael Batnick

- The Best Investors and Their Biggest Mistakes

Episode 13:

Andrew Golden

- Princeton University's Chief Investing Tiger

Episode 70:

Raphael Arndt

- Australia’s Sovereign Wealth Fund CIO

Episode 69:

Stephen McKeon

- Professor of Crypto Security Tokens

Episode 68:

Michael Mervosh

- Invest in Yourself

Episode 67:

Sarah Williamson

- Focusing Capital on the Long-Term

Episode 66:

Kristian Fok

- Australia’s CBUS Superannuation CIO

Episode 65:

Josh Wolfe

- Seeing the Lux

Episode 64:

Ben Reiter

- Moneyball 2.0

Episode 63:

Roz Hewsenian

- Helmsley Trust’s Chief of People and Process

Episode 62:

Charley Ellis

- Indexing and Its Alternatives

Episode 61:

Manny Friedman

- Non-Linear Financial Systems

Episode 60:

Anthony Scaramucci

- It's Called A Mooch

Episode 59:

Peter Troob

- Monkey Business in High Yield

Episode 58:

James Aitken

- Macro Strategist Extraordinaire

Episode 57:

Brian Portnoy

- From Complex to Simple

Episode 56:

Tom Lydon

- ETF Trends

Episode 55:

Tali Sharot

- Optimism, Decisions and Mistakes

Episode 54:

John Pfeffer

- Crypto for Institutions

Episode 53:

Ross Israel

- Stable, Predictable Cash Flows

Episode 52:

Kim Lew

- The Carnegie Way

Episode 51:

Paul Black

- Gratitude, Fun, and Growth Stocks

Episode 50:

James Williams

- Curating The Getty’s Assets

Episode 49:

Michael Cembalest

- Eye on the Market

Episode 48:

Steven Galbraith

- In the Boardroom

Episode 47:

Chris Brockmeyer

- On Broadway

Episode 46:

Andy Redleaf

- Evolution of Markets

Episode 45:

Khe Hy

Ted Seides

- It's Not About the Money

Episode 44:

Wayne Wicker

- Managing for Millions who Matter

Episode 43:

Clare Flynn Levy

Cameron Hight

- Moneyball for Managers

Episode 42:

Basil Qunibi

- Moneyball for Allocators

Episode 41:

Rick Selvala

- Harvesting Volatility

Episode 40:

Ali Hamed

- Novel Asset Investing

Episode 39:

Annie Duke

- Improving Decision Making

Episode 38:

Seth Masters

- Investment Polymath

Episode 37:

Bill Spitz

- Seasoned Commodore

Episode 36:

Michael Mauboussin

- Active Challenges, Rational Decisions and Team Dynamics

Episode 35:

Margaret Chen

- Leadership and Outsourcing the Investment Office

Episode 34:

Ted Seides

Patrick O’Shaughnessy

- Deep Dive into Hedge Funds

Episode 33:

Chris Acito

- Credit Where Credit is Due

Episode 32:

Paul Johnson

Paul Sonkin

- The Perfect Investment

Episode 31:

Meredith Jenkins

- A Path to Trinity

Episode 30:

Larry Mestel

- Making Music Royalties Sing

Episode 29:

Ashby Monk

- Asset Giant Futurist

Episode 28:

Jason Klein

- Investing to Cure Cancer

Episode 27:

Ellen Ellison

- Playing to Your Strengths

Episode 26:

David Barrett

- Searching for Leaders

Episode 25:

Scott Malpass

- The Fighting Irish's Twelfth Man

Episode 24:

Jim Dunn

- Protect, Perform, Provide

Episode 23:

Dan Egan

- Better Investment Outcomes

Episode 22:

Chatri Sityodtong

- Warrior Spirit

Episode 21:

Richard Lawrence

- Compounding in Asia

Episode 20:

Kip McDaniel

- CIO Whisperer

Episode 19:

Dan Schorr

- Death, Ice Cream, and Entrepreneurship

Episode 18:

Thomas DeLong

- Authentic Leadership

Episode 17:

Adam Blitz

- Inside Hedge Fund Allocation

Episode 16:

Thomas Russo

- Buy and Hold...and Then What

Episode 15:

Ted Seides

- Hardly a Waste of Time

Episode 14:

Chris Douvos

- Venture Capital's Super LP

Episode 13:

Andrew Golden

- Beyond the Long Term

Episode 12:

Mario Therrien

- The Canadian Pension Model

Episode 11:

Larry Kochard

- Endowment Professor

Episode 10:

David "Bull" Gurfein

- Interdisciplinary Lessons from the Marines

Episode 09:

Jeffrey Solomon

- Vision, Tenacity, and Empathy

Episode 08:

Charley Ellis

- Multiple Ways to Win

Episode 07:

Jenny Heller

- Thinking it Through

Episode 06:

Josh Brown

- When Witchcraft Failed

Episode 05:

Ted Seides

- The Bet with Buffett

Episode 04:

Tom Lenehan

- Perpetual Thinking at Rockefeller University

Episode 03:

Brett Barth

- Asset Allocation for Families

Episode 02:

André Perold

- The Academic Practitioner

Episode 01:

Steven Galbraith

- Five Tool Player

MINI SERIES

Climate Solutions
Crypto For Institutions
Crypto for Institutions II
Diversity Equity Inclusion
Innovation in Private Markets
Investing in a Crisis
Private Equity Masters
Sustainable Investing
Venture Capital

Mini Series

Innovation in Private Markets
Crypto For Institutions
Investing in a Crisis
Sustainable Investing
Diversity Equity Inclusion
Private Equity Masters
Venture Capital
Crypto for Institutions II
Climate Solutions

Topic

Academic
Asia
Behavioral Finance
Credit
Crypto
Decision Making
Emerging Markets
Empty Room
Hedge Fund
Impact
Leadership
Macro
Marketing
Multi-Asset
Other Alternatives
Private Equity
Public Equity
Real Assets
Real Estate
Regulation
Self Growth
Special
Sponsored Insight
Sports
Venture capital

Role

Allocator
Entrepreneur
Manager
Strategist
Thought Leader

Allocator Type

Consultant
E&F
FOF
Hospital
MFO
OCIO
Pension
Private Wealth
Retail
SFO
SWF

Show

Capital Allocators
First Meeting
Investment Management Operations
Manager Meetings
Private Equity Deals

Rockefeller Capital Management

Greg Fleming

Inefficiency and Innovation at CHOA

Muthu Muthiah

Extreme Alignment at Orbis

Adam Karr

Audax Group

Byron Pavano

Canadian Pension Model at AIMCo

Marlene Puffer

TigerRisk

Chris Ackerman

Evanston Capital Management

Ken Meister - COO

Classic Deal: HCA

Chris Gordon

Bipsync at UVIMCO

Annie Kerns and Blake Fischer

Modern Endowment Model at Partners Capital

Stan Miranda

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