Capital Allocators – Inside the Institutional Investment Industry Podcast
1) Morgan Housel – The Art of Spending Money (EP.466)
Morgan Housel is a bestselling author, partner at Collaborative Fund, and Board member of Markel. Morgan’s work focuses on the intersection of human behavior and financial decision making. His first b...Show More
2) [REPLAY] Morgan Housel – Same as Ever (EP.359)
Morgan Housel is a partner at Collaborative Fund, blogger about behavior and money, and author of The Psychology of Money. The book has sold 4.5 million copies since its release three and a half years...Show More
3) [REPLAY] Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
Morgan Housel is a partner at Collaborative Fund and one of my favorite writers about investing. Morgan recently released his first book, The Psychology of Money, and I’ll go on record and predict it ...Show More
4) John Graham – Evolution of the Canadian Model at CPPIB (EP.465)
John Graham is the President and CEO of Canadian Pension Plan Investment Board, or CPPIB, which oversees $730 billion Canadian ($530 billion USD) making it the 7th largest pension fund in the world. G...Show More
5) Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464)
The movement of private wealth allocations to alternatives is one of the biggest questions impacting the future of private markets. Our Private Wealth miniseries shared perspectives from allocators an...Show More
6) Matt Spielman – Igniting Careers and Energizing Lives (EP.463)
My guest on today’s show is Matt Spielman, Founder and CEO of Inflection Point Partners, an executive coaching firm that works with leaders primarily in investment organizations. Matt first joined me ...Show More
7) Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
Mason Morfit and Rob Hale are the co-CEOs of ValueAct Capital, which manages $11 billion in public equities focused on the US and Japan. Since its founding in 2000, ValueAct has charted a distinctive ...Show More
8) Jack Kokko – Building the Google of Finance at AlphaSense (EP.461)
Jack Kokko is co-founder and CEO of AlphaSense, the market intelligence platform often described as “Google for finance.” The company’s 6,000 customers canvass 90% of the top asset management firms, a...Show More
9) Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
Herb Wagner is the Managing Partner of Finepoint Capital, a $4 billion opportunistic value hedge fund he founded eleven years ago after spending fourteen years at Baupost and two at Appaloosa under le...Show More
10) Adrian Meli – Active Equity Excellence at Eagle (EP.459)
Adrian Meli is the co-CIO of Eagle Capital Management, a 36-year-old firm that manages $34 billion using a style-agnostic, long-only strategy. Adrian joined Eagle in 2008 from the hedge fund world and...Show More