Capital Allocators – Inside the Institutional Investment Industry
Business:Investing
Tilly Franklin – Endowment Model at Cambridge University (EP.363)
George Michelakis – Chess Master’s Approach to Long-Short Equity at Gladstone (EP.362)
WTT: The Next Alpha Frontier
Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
Ana Marshall – The Climb to Investment Excellence (EP.360)
[REPLAY] Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)
[REPLAY] Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
Morgan Housel – Same as Ever (EP.359)
[REPLAY] Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
2023 Top Episode #1: Seth Klarman – Timeless Value Investing, EP.328
2023 Top Episode #2: Dmitry Balyasny – Multi-Strategy Platform at BAM, EP.341
2023 Top Episode #3: Kipp deVeer – The World of Private Credit at Ares, EP.329
2023 Top Episode #4: Stan Miranda – Modern Endowment Model at Partners Capital, EP.334
Year in Review 2023 (EP.358)
2023 Top Episode #5: Gregg Lemkau – The Evolution of MSD, EP.291
Gary Sernovitz - Inside the CIO Seat (EP.357)
Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)
[REPLAY] Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)
[REPLAY] Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
Marcia Page – Corn Capitalist with a Velvet Hammer at Värde and MPowered (EP.355)
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