Allan Jean-Baptiste and Marco DeMeireles – Under-covered Venture Markets and Teams at Ansa Capital (Manager Meetings, EP.36)
On today's Manager Meeting, Andy Golden interviews Allan Jean-Baptiste and Marco DeMeireles of Ansa Capital. Andy is President of PRINCO where he has overseen the management of Princeton University's ...
1 Syys 202242min
Rodrigo Bitar – Empty Rooms: Investing in Venezuela (Capital Allocators, EP.268)
On today's show we'll discuss a classic empty room – an opportunity ignored by most investors. In this case, we dive into the investment case for Venezuela, a non-starter for pretty much every institu...
29 Elo 202235min
Carla Harris – Pearls of Career Wisdom (Capital Allocators, EP.267)
Carla Harris is a Senior Client Advisor at Morgan Stanley, the most recent of many posts in her 35-year career at the firm that included serving as Vice Chairman of Wealth Management, heading the Emer...
22 Elo 202250min
Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
On today's Manager Meeting, David Huang interviews Howard Smith. David is an Associate Director at UTIMCO, the $66 billion investment company that manages the largest public endowment fund in the coun...
18 Elo 202253min
Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266)
Paul Enright is a private investor managing his own capital under single family office, Krainos Capital. Paul opened Krainos after a dozen years at Viking Global Investors, the multi-billion dollar lo...
15 Elo 20221h 5min
Brent Montgomery – The Disney Flywheel at Wheelhouse (Capital Allocators, EP.265)
Brent Montgomery is the CEO of Wheelhouse Group, a family office where he creates entertainment content and a venture capital fund that invests in businesses to amplify brands around talent. Brent is ...
8 Elo 202252min
Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
On today's Manager Meeting, Maneesh Gandhi sits down with Avichal Garg. Maneesh is a Partner at Evanston Capital, a $4.5 billion hedge fund of funds, whose CIO Adam Blitz was a past guest on Capital A...
4 Elo 202254min
Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)
Sarah Samuels is the Head of Investment Manager Research at NEPC where she oversees teams across public equities, credit, hedge funds, and private markets for the $1.5 trillion investment advisory jug...
1 Elo 202246min
