Shane Parrish – Learning to Learn at Farnam Street (Capital Allocators, EP.164)
Shane Parrish is the founder of Farnam Street, host of the Knowledge Project Podcast, and author of Brain Food, a weekly email full of timeless insight for business and life. His goal is to uncover th...
16 Marras 20201h 4min
Karyn Williams – Measuring Risk Practically at Hightree Advisors (Capital Allocators, EP.163)
Karyn Williams is the founder of Hightree Advisors, a new independent consultant that is helping organizations improve the effectiveness of their invested assets through practical quantitative metrics...
9 Marras 20201h 2min
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
