Capital Allocators – Inside the Institutional Investment Industry
Business:Investing
Michael Mauboussin is the Head of Consilient Research at Counterpoint Global, a $70 billion equity manager. Michael is renowned for his ability to articulate important investment concepts backed by academic research. His first of three prior conversations on the show is replayed in the feed. You can find the rest at capitalallocators.com.
Our conversation explores Michael’s most recent piece on pattern recognition, including when it works and when it doesn’t. We then transition to discussing the changing nature of public markets, inspired by another of Michael’s recent research reports entitled Birth, Death, and Wealth Creation.
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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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