John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
John Khoury is the Founder and Managing Partner of Long Pond Capital, a hedge fund that specializes in publicly traded real estate securities. After 15 years in the business, Long Pond is one of the f...
1 Des 202555min
Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
Our continuing exploration of the intersection of private wealth and alternatives takes us to Future Standard, one of the largest distribution platforms bringing the wealth channel exposure to the mid...
24 Nov 20251h
Daniel Mahr – Glass Box Quant at MDT Advisers (EP.472)
This Sponsored Insight features Daniel Mahr, Head of MDT, the $26 billion quantitative equity investing group at Federated Hermes that oversees a suite of actively managed mutual funds, ETFs, collecti...
20 Nov 202555min
David Lyon – Hybrid Capital Solutions for Private Assets (EP.471)
David Lyon is Managing Director and Head of Capital Solutions at Neuberger Berman, where he oversees $10 billion of AUM and deploys $2-3 billion each year originating large scale financing solutions t...
17 Nov 20251h 11min
WTT: The Sydney Sweeney Interview
Ted breaks down a recent viral video to highlight three important interviewing techniques shared at Capital Allocators University. Read Ted's blog here. Editing and post-production work for this epi...
14 Nov 20256min
Jay Ripley – Emerging Manager Selection at GEM (EP.470)
Jay Ripley is the Head of Investments and Deputy Managing Partner at Global Endowment Management, or GEM, an endowment-style outsourced CIO overseeing $12 billion. Jay joined GEM in 2014, following si...
10 Nov 20251h 5min
[REPLAY] Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419)
Matt Bank is the Deputy Chief Investment Officer at GEM, an OCIO that manages $12 billion for forty clients. GEM was founded in 2007 by investment leaders at The Duke Endowment and Duke University Inv...
10 Nov 20251h 8min
Dave Thornton – Unlocking Venture Access Through Stock Options at Vested (EP.469)
This Sponsored Insight features Dave Thornton, the Co-Founder and CEO of Vested, a venture secondaries platform that provides liquidity to the long tail of startup employees whose stock options often ...
6 Nov 202549min
