Bedste Allocators-podcasts (2023)

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Capital Allocators – Inside the Institutional Investment Industry

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Michael Levy – Crow Family Real Estate Empire (EP.353) 55:30

7d ago55:30

55:30

Michael Levy is the CEO of Crow Holdings, the family real estate empire initiated by Trammel Crow seventy-five years ago that today includes longstanding family holdings, $30 billion in externally managed and development real estate, and a diversifying portfolio of non-real-estate assets. Before joining Crow, Michael had a long career in real estat…

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Capital Allocators – Inside the Institutional Investment Industry

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Ted Seides – Unlocking Investment Wisdom (EP.352) 35:38

11d ago35:38

35:38

Happy Thanksgiving to everyone. For a little turkey treat, today’s show has me on the other side of the mike. Sarah Samuels, the head of manager research at powerhouse consultant NEPC and a past guest on the show, is also the Board Chair of the CFA Society in Boston. She’s created a podcast series for the Society called “Pull Up a Chair,” and I was…

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Capital Allocators – Inside the Institutional Investment Industry

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Chad Hutchinson – Professional Athlete to Professional Investor in Sports (EP.351) 52:32

14d ago52:32

52:32

Chad Hutchinson is a partner at Arctos Partners, a private equity firm best known as the leading minority owner of professional sports franchises. Chad was one of only seven athletes since 1970 to play in both Major League Baseball and the National Football League. After his sports career ended, he started from scratch in finance and spent fifteen …

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Capital Allocators – Inside the Institutional Investment Industry

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Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350) 1:07:34

21d ago1:07:34

1:07:34

Rick Heitzmann is the founder and Managing Partner of FirstMark Capital, a network-driven seed and series A venture capital firm managing $3.5 billion that backs entrepreneurs in high-growth consumer and enterprise technology sectors focused in New York City. some of FirstMark’s past wins include Pinterest, DraftKings, Shopify, Upwork, StubHub, and…

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Capital Allocators – Inside the Institutional Investment Industry

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Ted Martell – Empty Rooms: Commercial Real Estate Non-Performing Loans in NYC at Maverick Real Estate (EP.349) 47:12

25d ago47:12

47:12

On today’s sponsored insight, we’ll discuss another empty room – an opportunity ignored by most investors because they either don’t want to or can’t participate. It’s real estate Non-Performing Loans (NPLs) in New York City, a niche opportunity requiring a high degree of specialized expertise. Ted Martell is the Co-Founder of Maverick Real Estate P…

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Capital Allocators – Inside the Institutional Investment Industry

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Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348) 58:34

28d ago58:34

58:34

Allison Thacker is the President and Chief Investment Officer of Rice Management Company, where she oversees Rice University's $8 billion dollar endowment. Allison spent eleven years picking growth stocks before joining Rice eleven years ago. Our conversation shares Allison’s keen insights from experience as both a direct investor and endowment man…

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Capital Allocators – Inside the Institutional Investment Industry

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Bruce Ou – Private Market Investing at GroveStreet (EP.347) 52:01

1M ago52:01

52:01

Bruce Ou is the Managing Partner of GroveStreet, a boutique firm that has invested $10 billion in the private markets on behalf of fourteen institutional clients. GroveStreet specializes in managers that transform companies in venture capital, growth equity, and middle market buyouts. Our conversation canvasses Bruce’s emigration from China, though…

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Capital Allocators – Inside the Institutional Investment Industry

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Tim Lyne – Three Decades of Private Credit at Antares (EP.346) 47:43

1M ago47:43

47:43

This Sponsored Insight features Timothy Lyne, the CEO of Antares Capital, a alternative asset manager with $64+ billion in assets. Antares is a leading provider of financing for private equity-backed businesses and one of the longest-standing players in the industry. At its founding in 1996, Antares was backed by MassMutual, sold to GE in 2005, and…

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Capital Allocators – Inside the Institutional Investment Industry

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Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345) 53:17

1M ago53:17

53:17

Raelan Lambert, John Jackson, and Erik Sebusch are three of the leaders at Mercer Alternatives, the alternative investment arm of the consulting juggernaut. Mercer advises on $16.5 trillion of assets and manages $400 billion, of which $160 billion under advisement and $25 billion under management is under the Mercer Alternatives umbrella. Raelan is…

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Capital Allocators – Inside the Institutional Investment Industry

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Isaac Corre – Event-Driven Investing at Governors Lane (EP.344) 45:43

2M ago45:43

45:43

Isaac Corre is the founder, CEO, and Portfolio Manager of Governors Lane, a hedge fund he launched in 2015 focused on event-driven strategies. Isaac describes himself as the least likely person to end up on Wall Street, coming to the business from an academic family and a legal background before finding a passion for the business. Our conversation …

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Capital Allocators – Inside the Institutional Investment Industry

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WTT - NAV Loans: Canary or the Gold Mine? 15:25

2M ago15:25

15:25

NAV loans are the latest development in private equity. Private credit managers see NAV loans as gold mines. Private equity managers are testing the waters. LPs whose capital is at risk are on the lookout for trouble. I’ve been thinking about NAV loans and what they might mean for private equity participants. Read Ted’s blog here.…

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Capital Allocators – Inside the Institutional Investment Industry

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Finny Kuruvilla – The Fourth Source of Alpha at Eventide (EP.343) 56:45

2M ago56:45

56:45

This Sponsored Insight features Finny Kuruvilla, the Co-Chief Investment Officer, Founding Member, and healthcare Portfolio Manager at Eventide Asset Management. Eventide is a Boston-based firm that manages $6.8 billion (as of 6/30/2023) and brings a distinct values-based approach to investing across generalist and healthcare strategies. We discuss…

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Capital Allocators – Inside the Institutional Investment Industry

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Sonya Sawtell-Rickson – Total Portfolio Approach at Australian Superannuation HESTA (EP.342) 1:01:19

2M ago1:01:19

1:01:19

Sonya Sawtell-Rickson is the Chief Investment Officer of Australian Superannuation Fund HESTA, a AUD 75 billion ($50 billion) pool dedicated to health and community service workers. HESTA services 90,000 employers and a million members, 80% of whom are women. Sonya is one of Australia’s biggest stars in employing a total portfolio approach to the m…

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Capital Allocators – Inside the Institutional Investment Industry

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Dmitry Balyasny – Multi-Strategy Platform at BAM (EP.341) 1:25:21

2M ago1:25:21

1:25:21

Dmitry Balyasny is the founder, Managing Partner, and Chief Investment Officer of Balyasny Asset Management, a $21 billion multi-strategy hedge fund considered one of the leading multi-manager platforms. The firm launched in the early 2000s and today has 2,000 employees across 15 global offices. Our conversation is a master class in all aspects of …

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Capital Allocators – Inside the Institutional Investment Industry

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Alan Forman – Yale Endowment Real Estate (EP.340) 52:02

2M ago52:02

52:02

Alan Forman is the former Director of Real Estate at the Yale Investments Office, where he spent 31.5 years before retiring last year. For three decades, Alan was one of the core four at Yale alongside David Swensen, Dean Takahashi, and Tim Sullivan. In his next chapter, he hung a shingle named Blue Orchard Capital, where he works with real estate …

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Capital Allocators – Inside the Institutional Investment Industry

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Muthu Muthiah - Inefficiency and Innovation at CHOA (EP. 339) 52:11

3M ago52:11

52:11

Muthu Muthiah is the Chief Investment Officer of Children’s Healthcare of Atlanta (CHOA), one of the largest pediatric clinical care providers in the U.S. Muthu stewards CHOA’s $6 billion long term pool of capital, arriving a year ago after stints across a range of allocator seats the past twenty years. Our conversation covers Muthu’s mobile upbrin…

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Capital Allocators – Inside the Institutional Investment Industry

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Adam Karr – Extreme Alignment at Orbis (EP.338) 58:52

3M ago58:52

58:52

Today's sponsored insight is with Adam Karr, the President and Portfolio Manager at Orbis, a $35 billion global equity manager founded in 1989 by legendary Fidelity alum Allan Gray. Orbis blends unique business practices with a long-term intrinsic value investment model designed to invest differently. Our conversation dives into Orbis’ business pra…

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Capital Allocators – Inside the Institutional Investment Industry

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Marlene Puffer – Canadian Pension Model at AIMCo (EP.337) 1:00:10

3M ago1:00:10

1:00:10

Marlene Puffer is the CIO of Alberta Investment Management Corporation (AIMCo), where she oversees $160 billion on behalf of 17 pensions, endowments, insurance and government funds in the province of Alberta, Canada. AIMCo is one of the “Maple 8” Canadian pension managers that together oversee $2 trillion in assets and are innovators in institution…

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Capital Allocators – Inside the Institutional Investment Industry

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WTT: The Real Yale Model 15:33

3M ago15:33

15:33

Investors have played the game of telephone with David Swensen’s Pioneering Portfolio Management. Re-reading his book offers insights that differ from interpretations of the Yale Model. Read Ted’s blog here.

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Capital Allocators – Inside the Institutional Investment Industry

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Jenn Birmingham – Organizational Alpha at PRINCO (EP. 336) 1:01:21

3M ago1:01:21

1:01:21

Today’s show is the most popular episode from our new podcast, Investment Management Operations. Subscribe to Investment Management Operations on Apple, Spotify, or wherever you listen to podcasts. Host Scott McDonald interviews Jenn Birmingham, Managing Director at the Princeton University Investment Company (or PRINCO) Jenn exudes the concept of …

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Capital Allocators – Inside the Institutional Investment Industry

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[REPLAY] Andrew Golden – Beyond the Long Term (Capital Allocators, EP.13) 1:12:49

3M ago1:12:49

1:12:49

Andy Golden is the President of Princeton University’s Investment Management Company (PRINCO). Having grown from $3B at the time of his arrival in 1995 to $22.5B today, PRINCO has been among the highest performing endowments in the world. Andy came to PRINCO from Duke Management Company, where he was an Investment Director, and received his formati…

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Capital Allocators – Inside the Institutional Investment Industry

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Classic Deal: HCA – Chris Gordon, Bain Capital (EP.335) 51:58

3M ago51:58

51:58

Next week, we’ll release the first episode of Season 3 of Private Equity Deals, this time focusing on deals in the middle market. As an interlude between Season 2 and 3, this week’s show is a classic – it’s Bain Capital and KKR’s take private of Hospital Corporation of America (HCA) in 2006. The $33 billion club deal was the largest private equity …

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Capital Allocators – Inside the Institutional Investment Industry

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Stan Miranda – Modern Endowment Model at Partners Capital (EP.334) 54:57

3M ago54:57

54:57

Stan Miranda is the Founder and Chairman of Partners Capital, a $50 billion OCIO that started in 2001 as a solution for private equity founders. Earlier in his career, Stan spent 17 years at Bain & Company, rising to Chairman of the Worldwide Executive Committee and leading its private equity practice. Our conversation covers the founding of Partne…

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Capital Allocators – Inside the Institutional Investment Industry

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Kimberly Sargent – Passion and Mission at the Packard Foundation (EP.333) 54:07

4M ago54:07

54:07

Kimberly Sargent is the Chief Investment Officer of the Packard Foundation where she oversees $10 billion. She is a well-respected member of the Yale diaspora, having started her career under David Swensen. Our conversation covers Kim's time at Yale, some lessons learned from David Swensen, and her application of them and a lot more at Packard over…

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Capital Allocators – Inside the Institutional Investment Industry

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Michael Carmen – Late-Stage Private Investing at Wellington (EP.332) 55:09

4M ago55:09

55:09

Today’s Sponsored Insight features Michael Carmen, the Co-Head of Private Investments at Wellington Management. Wellington’s Private Investment platform has $8 billion in committed capital investing across technology, consumer, health care, and financial services. Michael helped launch the firm’s first private equity fund in 2014, bringing Wellingt…

Podcasts der er værd at lytte til

Allocators Podcasts

Podcasts der er værd at lytte til

1
Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

1
The Allocators

Cardata

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CAPITAL ALLOCATORS & ADVISORS PODCAST by Datt Capital

Emanuel Datt

1
Michael Levy – Crow Family Real Estate Empire (EP.353) 55:30

1
Ted Seides – Unlocking Investment Wisdom (EP.352) 35:38

1
Chad Hutchinson – Professional Athlete to Professional Investor in Sports (EP.351) 52:32

1
Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350) 1:07:34

1
Ted Martell – Empty Rooms: Commercial Real Estate Non-Performing Loans in NYC at Maverick Real Estate (EP.349) 47:12

1
Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348) 58:34

1
Bruce Ou – Private Market Investing at GroveStreet (EP.347) 52:01

1
Tim Lyne – Three Decades of Private Credit at Antares (EP.346) 47:43

1
Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345) 53:17

1
Isaac Corre – Event-Driven Investing at Governors Lane (EP.344) 45:43

1
WTT - NAV Loans: Canary or the Gold Mine? 15:25

1
Finny Kuruvilla – The Fourth Source of Alpha at Eventide (EP.343) 56:45

1
Sonya Sawtell-Rickson – Total Portfolio Approach at Australian Superannuation HESTA (EP.342) 1:01:19

1
Dmitry Balyasny – Multi-Strategy Platform at BAM (EP.341) 1:25:21

1
Alan Forman – Yale Endowment Real Estate (EP.340) 52:02

1
Muthu Muthiah - Inefficiency and Innovation at CHOA (EP. 339) 52:11

1
Adam Karr – Extreme Alignment at Orbis (EP.338) 58:52

1
Marlene Puffer – Canadian Pension Model at AIMCo (EP.337) 1:00:10

1
WTT: The Real Yale Model 15:33

1
Jenn Birmingham – Organizational Alpha at PRINCO (EP. 336) 1:01:21

1
[REPLAY] Andrew Golden – Beyond the Long Term (Capital Allocators, EP.13) 1:12:49

1
Classic Deal: HCA – Chris Gordon, Bain Capital (EP.335) 51:58

1
Stan Miranda – Modern Endowment Model at Partners Capital (EP.334) 54:57

1
Kimberly Sargent – Passion and Mission at the Packard Foundation (EP.333) 54:07

1
Michael Carmen – Late-Stage Private Investing at Wellington (EP.332) 55:09

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