Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
Today's Sponsored Insight features Jim Falbe. Jim is the founder of Saguaro Capital Management, a newly launched value-oriented investment firm spun out of Vulcan Value Partners that blends traditiona...
8 Kesä 20231h 3min
Adam Shapiro – Post-Breeding Grounds for Rising Stars and Families (Capital Allocators, EP.319)
Adam Shapiro is the Managing Partner of East Rock Capital, where he oversees $3 billion on behalf of a handful of families investing primarily in hedge funds and private deals alongside early-stage sp...
5 Kesä 202357min
Mavis Tire Express Services on Private Equity Deals
Listen to Mavis Tire Express Services on Private Equity Deals. On Private Equity Deals this week, our 7th and penultimate episode of season 2 features the purchase of longstanding independent tire dea...
31 Touko 202352s
Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)
Today's episode is a true hedge fund master class. We convened a panel of three longstanding investors in the space - Craig Bergstrom, CIO and a Managing Partner of Corbin Capital Partners, Adam Blitz...
29 Touko 20231h 12min
[REPLAY] Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)
Adam Blitz is the CEO and Chief Investment Officer of Evanston Capital Management, a $4.5 billion hedge fund of funds manager with a decade and a half of experience managing hedge fund portfolios. Ada...
29 Touko 20231h 2min
WTT - I Don't Know
I share a bunch of questions on my mind for which my best answer is "I Don't Know." These include issues around sovereign debt, asset allocation, an economic slowdown, the stock market, private credi...
27 Touko 202310min
Kiyan Zandiyeh – Empty Rooms: Venture Capital on the Emerging Frontier at Sturgeon Capital (Capital Allocators, EP.317)
Today's sponsored insight is another empty room, an opportunity ignored by most investors because they either don't want to or can't participate. This time around, we'll discuss investing where capita...
25 Touko 202353min
Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)
Amy Falls is the CIO at Northwestern University, where she oversees the school's $14.2 billion endowment that supports university operations and funds about a quarter of the University's annual revenu...
22 Touko 20231h 4min
