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
Jeff Glass - Home Equity Investment at Hometap (EP.418)
Jeff Glass is the Cofounder and CEO of Hometap Equity Partners, a novel platform with $1 billion of investments alongside a mission to allow homeowners to access their home equity without having to se...
21 Nov 202455min
Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417)
Jon Glidden is the CIO of Delta Air Lines, where he oversees the company's $16 billion pension fund. Jon joined Delta in 2011, when the plan had $7.5 billion in assets, a $13 billion underfunded liabi...
18 Nov 202456min
Chris and Rob Michalik - Twin Tackle of Private Equity at Kinderhook (EP.416)
Chris and Rob Michalik are twin brothers and co-founders of Kinderhook Industries, a middle-market private equity firm overseeing $8 billion focused on healthcare services, environmental services, and...
11 Nov 202452min
[REPLAY] Ironclad Environmental Services – Chris and Rob Michalik (Kinderhook Industries), (PE Deals, S3E8)
On episode eight of season three of Private Equity Deals, Chris and Rob Michalik discuss Kinderhook Industries' investment in Ironclad Environmental Services. Chris and Rob are twin brothers and co-...
11 Nov 202438min
Scott Bessent - Macro Maven (EP.415)
Scott Bessent is the CEO and CIO of Key Square Group and a renowned global macro investor. His 40-year investment career has included two stints at Soros Fund Management, the first for a decade under ...
4 Nov 20241h 1min
Ricky Sandler - Evolution of Long-Short Equity Investing (EP.414)
Ricky Sandler is one of the OGs of fundamental long-short equity investing. Ricky started managing a hedge fund thirty years ago and founded Eminence Capital a few years later. Today, he is the CEO an...
28 Okt 20241h 5min
WTT: Yale Backs Emerging Managers… and Then What?
The Yale Investments Office will soon select its first round of Prospect Fellowship recipients. I've been thinking about why Yale launched the Fellowship and what might happen as it rolls out. Yale, e...
25 Okt 202416min
