Los mejores podcasts de Capital Allocators (2024)

1
Charles Duhigg- Secrets of Communication (EP.394) 38:59

6d ago38:59

38:59

Charles Duhigg is a celebrated writer for The New Yorker and author of bestseller "The Power of Habit." His latest book, "Supercommunicators," describes how to effectively communicate in conversation. Our conversation covers Charles’ path to writing business stories and personal books and turn to his latest tour du force. We discuss the science beh…

1
Ben Hunt - The Stories that Drive Markets (EP.393) 52:24

13d ago52:24

52:24

Ben Hunt is the creator of Epsilon Theory and co-founder of Second Foundation Partners, where he writes and invests through the lens of narratives, or in his words “If a price moves, it is because a human told themselves a story.” Before turning to investing twenty years ago, Ben was a tenured political science professor and founder of two technolo…

1
WTT: Reducing Fees: Actions Speak Louder Than Words 8:00

16d ago8:00

8:00

I’ve been thinking about what it takes for allocators to lower the fee burden charged by managers on the path to increasing net returns. Read Ted’s blog here.

1
Yann Robard - Liquidity Solutions for Private Capital at Dawson (EP.392) 1:00:35

20d ago1:00:35

1:00:35

Yann Robard is the founder of Dawson Partners, a leading global alternative asset manager overseeing $20 billion that provides innovative structured solutions to the private markets. Formed initially as Whitehorse Liquidity Partners and rebranded as Dawson, both names are inspired by Yann’s 1,000 km bicycle journey in the Canadian Arctic that led t…

1
SPECIAL ANNOUNCEMENT: CAU for IR/BD Professionals 1:41

22d ago1:41

1:41

Please join us for our first Capital Allocators University for Investor Relations and Business Development Professionals. Learn more and sign up here.

1
Graham Weaver – People-Driven Private Equity at Alpine (EP.391) 59:50

27d ago59:50

59:50

Graham Weaver is the managing partner of Alpine Investors, a $17 billion people-driven private equity firm that invests in software and services businesses. Graham founded Alpine on the belief that exceptional people create exceptional businesses. Alpine’s PeopleFirst approach includes hiring, training, and placing an army of CEOs in its portfolio …

1
Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390) 47:44

1M ago47:44

47:44

Mo Haghbin is the Head of Multi-Asset Solutions at Invesco, where he develops and manages asset allocation strategies and portfolio solutions for $88 billion of client assets within the $1.7 trillion juggernaut. Our conversation covers Mo's journey to finance and his path to a leadership role at Invesco. We discuss Invesco’s solutions-based approac…

1
Anne-Marie Fink - Cutting Edge Pension Investing at SWIB (EP.389) 53:46

1M ago53:46

53:46

Anne-Marie Fink is the Head of Private Markets and Funds Alpha at the State of Wisconsin Investment Board or SWIB, which manages $140 billion of pension funds in the state. SWIB is not your typical U.S. pension fund manager. It invests with outstanding governance, alignment with beneficiaries, delegated authority, a competitively compensated team, …

1
WTT: The Investment Manager Playbook - What Allocators Don't See 20:06

1M ago20:06

20:06

My last post, The Investment Office Playbook: What Managers Don’t See, discussed part of what happens inside an investment office that managers don’t see but that significantly influences the cadence of capital deployed to managers. Of course, there are two sides to every coin. This post discusses what allocators don’t see when a manager chooses to…

1
Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388) 1:10:54

1M ago1:10:54

1:10:54

Alexis Ohanian is the General Partner and Founder of Seven Seven Six, an early-stage venture capital firm with $1 billion under management that he describes as a technology company that deploys venture capital. Alexis was the co-founder of Reddit, one of the most popular online forums in the world, which he sold 18 months after its 2005 launch for …

1
Dan Tennebaum - The Case for India at India Capital (EP.387) 1:24:23

1M ago1:24:23

1:24:23

Dan Tennebaum is the Managing Director at India Capital, a thirty-year-old investment firm focusing on public equities in India. Dan moved to the country twenty-five years ago and spent time in the start-up world and venture capital before pivoting to the public markets in 2007. Our conversation covers Dan's path from a U.S. Midwesterner to India, …

1
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386) 1:12:50

2M ago1:12:50

1:12:50

Brett Barakett is the Founder and Chief Investment Officer of Tremblant Capital, a 23-year-old long-short equity and long-only firm focused on deep fundamental stock research with a senior team that has been together for at least sixteen years. Brett has invested through rising and falling tides in the industry, ups and downs in fund flows, and alo…

1
Cliff Asness - Simple Investing is Hard (EP.385) 1:08:59

2M ago1:08:59

1:08:59

Cliff Asness is the Founder and CIO at AQR, an investment management firm at the intersection of financial theory and practice that oversees $100 billion in assets. He is famously intelligent, comical, and irreverent, all wrapped into one. Our conversation covers Cliff's journey from studying market efficiency under Eugene Fama to capitalizing on m…

1
Classic Deal - Burger King by 3G Capital (EP.384) 1:11:42

2M ago1:11:42

1:11:42

3G Capital’s buyout of Burger King may be the most successful private equity deal you’ve never heard about. Over the last fourteen years, or the length of a typical private equity fund, 3G turned a $1 billion investment into $28 billion in value. The annual dividends from the investment accruing to 3G today are around 70% of its invested capital. T…

1
Alex Abell - Lower Middle Market Buyout Investing at RCP (EP.383) 56:30

2M ago56:30

56:30

Alex Abell is a Managing Partner at RCP Advisors, which at $14 billion of committed capital, is one of the largest firms focused exclusively on lower-middle market buyouts. Alex has spent twenty-three years in the business, starting on the LP side, building Atlas Diligence – a research and advisory platform focused on advanced analytics, and then m…

1
Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382) 57:55

2M ago57:55

57:55

Letitia Johnson is the CIO of Amherst College, where she manages the school's $4 billion endowment. After thirteen years working with twenty-five clients and attending over 1,000 Investment Committee meetings at Cambridge Associates, Letitia developed a view about investing that differs from many similar pools of capital and has applied that view o…

1
David Morehead – Top Down Allocation at Baylor (EP.381) 1:08:46

3M ago1:08:46

1:08:46

David Morehead is the CIO at Baylor University, where he oversees the $2.2 billion endowment. David came to Baylor thirteen years ago after an eighteen-year investment career that spanned every aspect of public markets investing. He created an approach to investing at Baylor that is quite different from others in the seat. David recently started sh…

Podcasts que vale la pena escuchar

Podcasts de Capital Allocators

Podcasts que vale la pena escuchar

1
Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

1
CAPITAL ALLOCATORS & ADVISORS PODCAST by Datt Capital

Emanuel Datt

1
Charles Duhigg- Secrets of Communication (EP.394) 38:59

1
Ben Hunt - The Stories that Drive Markets (EP.393) 52:24

1
WTT: Reducing Fees: Actions Speak Louder Than Words 8:00

1
Yann Robard - Liquidity Solutions for Private Capital at Dawson (EP.392) 1:00:35

1
SPECIAL ANNOUNCEMENT: CAU for IR/BD Professionals 1:41

1
Graham Weaver – People-Driven Private Equity at Alpine (EP.391) 59:50

1
Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390) 47:44

1
Anne-Marie Fink - Cutting Edge Pension Investing at SWIB (EP.389) 53:46

1
WTT: The Investment Manager Playbook - What Allocators Don't See 20:06

1
Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388) 1:10:54

1
Dan Tennebaum - The Case for India at India Capital (EP.387) 1:24:23

1
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386) 1:12:50

1
Cliff Asness - Simple Investing is Hard (EP.385) 1:08:59

1
Classic Deal - Burger King by 3G Capital (EP.384) 1:11:42

1
Alex Abell - Lower Middle Market Buyout Investing at RCP (EP.383) 56:30

1
Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382) 57:55

1
David Morehead – Top Down Allocation at Baylor (EP.381) 1:08:46

Guia de referencia rapida