Capital Allocators – Inside the Institutional Investment Industry

We're counting down the top 5 episodes of 2023. The number one episode of the year, and the number one episode of all time, Seth Klarman – Timeless Value Investing. Seth's uncommon wisdom and sole po...

29 Des 20231h 33min

We're counting down the top 5 episodes of 2023. Number three covered private credit and number two covers the other most topical strategy of the year – multi-manager platform hedge funds. Weighing in...

28 Des 20231h 25min

We're counting down the top 5 episodes of 2023. At number three, Kip DeVeer and the world of private credit at Ares. The subject of private credit was top of mind for investors, and Kipp shared his e...

27 Des 20231h 5min

We're counting down the top 5 episodes of 2023. Coming in at number four is Stan Miranda, the modern endowment model at Partners Capital. Stan's original insights shine in this story of the powerhous...

26 Des 202354min

It's that time of year when I share my annual letter and a rundown of the top episodes of 2023. Like last year, we'll be counting down the top 5 episodes each day this week. Tune in throughout the w...

25 Des 202310min

We're counting down the top 5 episodes of 2023. Kicking us off at number five, is Greg Lemkau, the evolution of MSD, episode 291. I can't say I'm surprised by this one. Greg is beloved far and wide i...

25 Des 202356min

Gary Sernovitz is Managing Director at Lime Rock Partners, an oil and gas-focused private equity firm that manages $10 billion, where he runs the firm's investor relations and business development eff...

18 Des 202346min

Today's Sponsored Insight features, Thomas Haugaard, a portfolio manager on the Emerging Markets Debt Hard Currency team at Janus Henderson Investors where he helps manage $1.3 billion just one year i...

14 Des 202343min