![[REPLAY] Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)](https://cdn.podme.com/podcast-images/90749A05BCD34E3F1239D111E95CA626_small.jpg)
[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)](https://cdn.podme.com/podcast-images/90749A05BCD34E3F1239D111E95CA626_small.jpg)
[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

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




















