Capital Allocators – Inside the Institutional Investment Industry

671 Episodes

1. Tilly Franklin – Endowment Model at Cambridge University (EP.363)

   Published: 1/22/2024
2. George Michelakis – Chess Master’s Approach to Long-Short Equity at Gladstone (EP.362)

   Published: 1/15/2024
3. WTT: The Next Alpha Frontier

   Published: 1/13/2024
4. Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)

   Published: 1/11/2024
5. Ana Marshall – The Climb to Investment Excellence (EP.360)

   Published: 1/8/2024
6. [REPLAY] Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)

   Published: 1/8/2024
7. [REPLAY] Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

   Published: 1/8/2024
8. Morgan Housel – Same as Ever (EP.359)

   Published: 1/1/2024
9. [REPLAY] Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)

   Published: 1/1/2024
10. 2023 Top Episode #1: Seth Klarman – Timeless Value Investing, EP.328

    Published: 12/29/2023
11. 2023 Top Episode #2: Dmitry Balyasny – Multi-Strategy Platform at BAM, EP.341

    Published: 12/28/2023
12. 2023 Top Episode #3: Kipp deVeer – The World of Private Credit at Ares, EP.329

    Published: 12/27/2023
13. 2023 Top Episode #4: Stan Miranda – Modern Endowment Model at Partners Capital, EP.334

    Published: 12/26/2023
14. Year in Review 2023 (EP.358)

    Published: 12/25/2023
15. 2023 Top Episode #5: Gregg Lemkau – The Evolution of MSD, EP.291

    Published: 12/25/2023
16. Gary Sernovitz - Inside the CIO Seat (EP.357)

    Published: 12/18/2023
17. Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)

    Published: 12/14/2023
18. [REPLAY] Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)

    Published: 12/14/2023
19. [REPLAY] Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

    Published: 12/14/2023
20. Marcia Page – Corn Capitalist with a Velvet Hammer at Värde and MPowered (EP.355)

    Published: 12/11/2023