Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)

Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)

Today's show is a little different from previous ones. Our Chief of Staff, Hank Strmac, had an idea to blend investing with some fun. It turned out I had just the crew.

For the last twenty years, four friends and I have met for dinner regularly to talk investing. Three of them - Brett Barth from BBR Partners, Jon Harris from Alternative Investment Management, and Meredith Jenkins from Trinity Wall Street, are past guests on the show. The fourth, Casey Whalen from Truvvo Partners, was a colleague of mine at Yale back in the mid-90s. We recently got together in Brett's offices and riffed on a range of topics, including Covid, crypto, nuances in private equity and hedge funds, non-institutional investing, China, diversity, and ESG. We closed with a round on the two people who most influenced our careers.

If you enjoy this as much as I do this crew, reach out to Hank or me and let us know. I suspect I can cajole them into doing it again.

Until then, please enjoy my most recent gathering with Brett, Jon, Meredith, and Casey.

Learn More
Subscribe: Apple | Spotify | Google
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Read the transcripts

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(809)

Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)

Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)

Michelle Knudsen is Chief Investment Officer of NYU, where she oversees the university's $8 billion endowment. Michelle joined NYU two years ago, after fourteen years as an allocator at Partners Capit...

27 Heinä 1h 10min

Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)

Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)

Our next guest on the Senior Decision Makers series is Luis Laboy, Director of Public Equity at the Hewlett Foundation, where he's spent the last decade running the public equity book alongside CIO An...

20 Heinä 47min

Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)

Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)

Frank Danieli is Head of Global Credit Solutions at MA Financial Group, an ASX-listed alternative asset manager that oversees A$15 billion ($10 billion) across a broad range of private credit and lend...

16 Heinä 52min

Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)

Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)

Baroness Dambisa Moyo is a global economist, author, board member, and investor who sits at the intersection of public policy, corporate governance, and capital allocation. Dambisa serves in the U.K. ...

13 Heinä 54min

WTT: 5.5 Lessons at 55.5

WTT: 5.5 Lessons at 55.5

This WTT, 5.5 Lessons at 55.5 reflects on what five-and-a-half decades of investing, podcasting, and mistakes have taught me about people, markets, and myself. Read Ted's blog here.   Editing and po...

10 Heinä 8min

Moat Investing Nuances – Pat Dorsey (EP.509)

Moat Investing Nuances – Pat Dorsey (EP.509)

Pat Dorsey is the Founder of Dorsey Asset Management, a $1.7 billion global public equity manager focused on companies with competitive advantages and long investment runways. Pat created Morningstar'...

6 Heinä 1h 7min

Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508)

Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508)

Our first guest on the Senior Decision Makers mini-series is Nick Csicsko. Nick is a Managing Director at the Trinity Wall Street endowment, where he joined CIO Meredith Jenkins at the founding of the...

29 Kesä 58min

Homegrown CIO at Williams College - Abigail Wattley (EP.507)

Homegrown CIO at Williams College - Abigail Wattley (EP.507)

Abigail Wattley is the Chief Investment Officer of Williams College, where she oversees the school's $4.5 billion endowment. She became CIO three years ago upon the retirement of Collette Chilton, who...

22 Kesä 47min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
ostan-asuntoja-podcast
rss-perho-rajoilla
rss-oivalluksia-rahasta-elamasta
oppimisen-psykologia
rss-rahataito-podcast
rss-10x-finland
rss-inderes
rss-rahapodi
herrasmieshakkerit
rss-rikasta-elamaa
rss-bisnesta-bebeja
raha-asiaa
rss-hilden-kaira-podcast
rss-laakispodi
rss-turvacast
rss-yrittajan-mielenmatka
rss-porssipodi