Capital Allocators – Inside the Institutional Investment Industry

Daniel Adamson is a Senior Managing Director at Wafra and the President of Capital Constellation, a joint venture between mega asset owners in Europe, North America and the Middle East that invests in...

3 Touko 20211h 2min

Brian Bares is the founder of Bares Capital Management, a $5 billion long only investment boutique that employs independent, qualitative research on growing companies to build highly concentrated port...

26 Huhti 20211h 2min

Cade Massey is a Professor at the Wharton School where his research focuses on judgment under uncertainty, or how, and how well, people predict what will happen in the future. In particular, he studie...

19 Huhti 202156min

In our continuing exploration of cryptocurrencies and blockchain technologies, headlines of late have turned to NFTs, or non-fungible tokens.  From NBA Top Shots to Beeple's artwork, NFTs are the hott...

15 Huhti 202156min

Yen Liow is the founder and Managing Partner of Aravt Global, a fundamental global equity firm based in New York that manages long-short and long only products. Yen founded Aravt after a long stint at...

12 Huhti 20211h 14min

Dominic Garcia serves as Chief Investment Officer for the Public Employees Retirement Association of New Mexico (PERA), a $16 billion pension system that serves over 90,000 members and provides over $...

5 Huhti 202150min

Jeff Housenbold, a Managing Director for the last four years at Softbank Investment Advisors, where he led one of the six investment teams that deployed the $100 billion Softbank Vision Fund. Prior to...

29 Maalis 20211h 2min

As we finish up book launch week, I thought I'd share this interview conducted by Jenny Heller, my friend, the 7th guest on the show, and the President and CIO of Brandywine Group Advisors.  We discus...

25 Maalis 202140min