Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
You may remember my popular first meeting from a few years ago with Paul Black of WCM, then a $25 billion asset manager in Laguna Beach, CA. Since then, WCM has gone up and to the right in every way, ...
2 Marras 202058min
[REPLAY] Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
Paul Black is Co-CEO and portfolio manager at WCM Investment Management, a $26 billion manager of global equities that he joined when it was a $200 million boutique in 1989. With so much of the insti...
2 Marras 202055min
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
Marko Papic is the Chief Strategist at Clocktower Group, where he provides research on geopolitics, macroeconomics, and markets. Marko recently published Geopolitical Alpha: An Investment Framework fo...
26 Loka 202055min
Carrie Thome – Nothing Ventured, Nothing Gained at WARF and beyond (Capital Allocators, EP.160)
Carrie Thome is the longtime former CIO at WARF, the Wisconsin Alumni Research Foundation, a $3 billion pool that arose from monetizing technologies developed at the University of Wisconsin. She recen...
19 Loka 202052min
Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23)
Mathieu Chabran, a co-founder and Co-CIO of Tikehau Capital, a publicly listed alternative asset manager that oversees 25 billion Euros across private credit, real estate, private equity, and liquid s...
12 Loka 202054min
Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocators, EP. 159)
Scott Wilson is the CIO at Washington University of St. Louis, where he oversees a $10 billion endowment. Scott joined Wash U three years ago from Grinnell College, where he learned a completely diffe...
5 Loka 202054min
Luke Ellis and Mario Therrien – Best Practices in Alternatives (Capital Allocators, EP.158)
Luke Ellis and Mario Therrien are long-time veterans of the hedge fund industry who hold the Chairman and Deputy Chairman seats of the SBAI, or Standards Board of Alternative Investments. The SBAI is ...
28 Syys 202056min
[REPLAY] Mario Therrien – The Canadian Pension Model (Capital Allocators, EP.12)
Mario Therrien is Senior Vice President of External Portfolio Management at Canadian asset manager Caisse de dépôt et placement du Québec (CDP). CDP oversees $270 billion Canadian ($200B in USD) for t...
28 Syys 202049min
