Capital Allocators – Inside the Institutional Investment Industry Podcast
1) Top 5 of 2025: #1: Howard Marks
We're counting down the top 5 episodes of 2025. Coming in at #1 is the legend, Howard Marks from Oaktree. I waited a while to have Howard on the show to capture a moment where one of his Memos particu...Show More
2) Top 5 of 2025: #2: Ian Charles
We're counting down the top 5 episodes of 2025. At #2 is Ian Charles from Arctos Partners. Before founding Arctos alongside Doc O'Connor to dominate the sports investing sector, Ian spent his career c...Show More
3) Top 5 of 2025: #3: Tim Sullivan
We're counting down the top 5 episodes of 2025. Coming in at #3 is Tim Sullivan. Tim joined the Yale Investments Office in 1986, a year after David Swensen arrived, and retired this year. In his 39 ye...Show More
4) Year in Review 2025 (EP.478)
For this year's annual review, our CEO Hank and I cover investment trends across private and public markets and top-of-mind issues for allocators. We then discuss highlights of the podcast and our eff...Show More
5) Top 5 of 2025: #5: Adrian Meli
We're counting down the top 5 episodes of 2025. Coming in at #5, is Adrian Meli from Eagle Capital. It's a fun, nuanced exploration of applying the most sophisticated tools of hedge fund investing to ...Show More
6) Top 5 of 2025: #4: Alex Sacerdote
We're counting down the top 5 episodes of 2025. At #4, it's Alex Sacerdote from Whale Rock Capital. Alex is a passionate TMT investor who describes how he finds companies ascending their S-curve of ad...Show More
7) Matthew Dicks – Storytelling Mastery (EP.477)
Matthew Dicks is a bestselling author, award-winning storyteller, and consultant on storytelling to Fortune 500 companies, including four of the Mag 7, and nonprofits, including Yale, Harvard, and the...Show More
8) Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
Josh Wolfe and Brett McGurk are Partners at Lux Capital, a $5 billion venture capital firm that specializes in emerging science and technology companies that turn sci-fi into sci-fact. Josh co-founded...Show More
9) [REPLAY] Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
Josh Wolfe is the co-founder of Lux Capital, a $1.5 billion venture capital firm formed to support scientists and entrepreneurs who pursue counter-conventional solutions to the most vexing puzzles of ...Show More
10) Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
Robert Boucai and James Broyer are the Co-Founders of Newbrook Capital Properties, a multifamily real estate investment platform built to generate optimal long-duration, tax-efficient income. Robert i...Show More