Larry Mestel – Making Music Royalties Sing (Capital Allocators, EP.30)
Larry Mestel is the Founder and Co-CEO of Primary Wave, one of the largest independent full-service entertainment companies. Primary Wave Publishing, the music division Larry oversees, acquires and de...
30 Okt 201739min
Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29)
Dr. Ashby Monk is the Executive and Research Director of the Stanford University Global Projects Center. He is also a Senior Research Associate at the University of Oxford, a Senior Advisor to the Chi...
23 Okt 20171h
Jason Klein – Investing to Cure Cancer (Capital Allocators, EP.28)
Jason Klein is the Senior Vice President and CIO at Memorial Sloan-Kettering Cancer Center, where he oversees the hospital's $4.5 billion in long-term investment assets. Jason has spent the last decad...
9 Okt 201750min
Ellen Ellison – Playing to Your Strengths (Capital Allocators, EP.27)
Ellen Ellison is the Chief Investment Officer of the University of Illinois Foundation, which she joined in 2013 as its first leader of the now $1.7 billion pool of assets. Ellen restarted a program a...
2 Okt 201746min
David Barrett – Searching for Leaders (Capital Allocators, EP.26)
David Barrett is the founder of David Barrett Partners, a leading executive search firm focused exclusively on buy-side asset management. Prior to founding DBP in 2005, he spent 19 years in the search...
25 Sep 201740min
Scott Malpass – The Fighting Irish's Twelfth Man (Capital Allocators, EP.25)
Scott Malpass is the esteemed Vice President and CIO of Notre Dame, where he oversees the University's $12 billion endowment. Scott earned his B.A. and M.B.A. degrees at Notre Dame, and returned to So...
18 Sep 20171h 20min
Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
Jim Dunn is the CEO and CIO of Verger Capital Management, an Outsourced CIO business whose anchor client is Wake Forest University. Prior to forming Verger, he served as CIO of Wake Forest for five ye...
4 Sep 20171h 3min
Dan Egan – Better Investment Outcomes (Capital Allocators, EP.23)
Dan Egan is the Director of Behavioral Finance and Investing at Betterment, the market leading robo-advisor overseeing $10 billion in assets. Dan has spent his career applying behavioral finance princ...
28 Aug 20171h 4min
