Capital Allocators – Inside the Institutional Investment Industry
Business:Investing
Michael Leffell is the Managing Member of Portage Partners, Chairman of Canoe Intelligence, and Founder and Chairman of 10 East, an investment platform for sophisticated investors to access private markets by co-investing alongside Michael. Michael was former Deputy Executive Managing Member of Davidson Kempner, where he spent twenty-one years before retiring in 2010. He formed a family office shortly thereafter and developed Portage, Canoe, and 10 East out of his investing activities.
Our conversation covers Michael’s professional investment career, personal investing following his retirement, and businesses created from those activities.
And a little disclaimer is in order: I’ve known Michael for about a decade, and after becoming impressed by the quality of 10 East’s offerings, its research process, and high-quality investment team, I became an advisor to the organization and an investor in multiple offerings.
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Anne-Marie Fink - Cutting Edge Pension Investing at SWIB (EP.389)
WTT: The Investment Manager Playbook - What Allocators Don't See
Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388)
Dan Tennebaum - The Case for India at India Capital (EP.387)
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
Cliff Asness - Simple Investing is Hard (EP.385)
Classic Deal - Burger King by 3G Capital (EP.384)
Alex Abell - Lower Middle Market Buyout Investing at RCP (EP.383)
Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382)
David Morehead – Top Down Allocation at Baylor (EP.381)
Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)
[REPLAY] Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
[REPLAY] Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172)
Shiloh Bates – CLO Investing at Flat Rock Global (EP.379)
Nigel Dawn - Secondaries in Private Markets (EP.378)
WTT: The Investment Office Playbook - What Managers Don’t See
Breeding Grounds – Carnegie Corporation of New York (EP.377)
Blythe Masters - Fintech Innovation at Motive Partners (EP.376)
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
[REPLAY] Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
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