Capital Allocators – Inside the Institutional Investment Industry

Last week was one of the most volatile in market history. In the last twenty-five years, it's likely matched only by the pandemic and Global Financial Crisis in the breadth of potential outcomes for t...

14 Apr 20251h 1min

Louis-Vincent Gave is the Founding Partner and CEO of GaveKal, one of the world's leading independent providers of macro research, and GaveKal Capital, a manager of $2.7 billion in assets. Louis launc...

14 Apr 202545min

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...

14 Apr 202555min

Australian James Aitken is the Founder and Managing Partner of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon, England that works with approximately one hundred of the most in...

14 Apr 20251h 26min

Howard Marks is a renowned investment thinker and the co-founder and co-chairman of Oaktree Capital Management, a leading global investment firm overseeing $200 billion primarily in credit investments...

7 Apr 202547min

This WTT – PE Investing in 2030 - takes a look at the playbook for investing in private equity and how the current period of liquidity challenges might impact allocations going forward. Allocators wil...

2 Apr 20257min

Meghan Reynolds is Partner and Head of Capital Formation & Talent at Altimeter Capital, a leading technology-focused investment firm founded by Brad Gerstner. Meghan joined Brad three years ago, after...

31 Mar 20251h 8min

We are excited to launch our latest initiative - Capital Allocators Coaching. We've brought together a team of retired CIOs and asset management executives to coach managers on telling their story. ...

27 Mar 20251min