Training Grounds: Wellington Management – Jean Hynes (EP.423)
Today's show is our third in the Training Grounds mini-series, following Carnegie Corporation and Bain Capital to better understand how certain organizations have developed industry leaders. Wellingt...
23 Des 202448min
Eric Peters - Paradigm Shifts and Solutions at One River (EP.422)
Eric Peters leads both One River Asset Management and Coinbase Asset Management and writes a widely dispersed blog called Wknd Notes, in which he shares macro insights. He's twice been a guest on the ...
16 Des 202439min
[REPLAY] Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)
Eric Peters is the founder and CIO One River Asset Management, where he searches for high conviction strategies coming out of his team's expertise trading and investing in thematic macro, volatility, ...
16 Des 202456min
[REPLAY] Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
Eric Peters is the founder and CIO One River Asset Management, an investment manager dedicated to delivering high conviction absolute-return strategies, where each individual strategy comes out of the...
16 Des 202449min
Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421)
Consolidation in asset management is one of the industry's most important trends. When any industry enters a mature phase, consolidation brings the benefits of economies of scale, product depth, and b...
9 Des 20241h 2min
Chris Heller - Ten Years of Weird Alternatives (EP.420)
Chris Heller is the Co-Founder of Cordillera Investment Partners, a $1.6 billion manager of non-correlated, niche investments, or weird alternatives. Cordillera looks for investments ahead of the crow...
2 Des 202452min
[REPLAY] Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP.28)
On today's Manager Meeting, Greg Dowling interviews Chris Heller. Greg is the Co-CIO and Head of Research for Fund Evaluation Group, an institutional OCIO and investment consultant with $83 billion in...
2 Des 202442min
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...
25 Nov 20241h 8min
