Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
Gavin Baker is the Managing Partner and Chief Investment Officer of Atreides Management, which oversees $7 billion across public, private, and crossover strategies focused on technology and the consum...
2 Mar 1h 9min
Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488)
Today's show dives into the state of the venture capital from the LP perspective. Sean Warrington is a Partner on the Private Investments team at Gresham Partners, a $13 billion multifamily office...
23 Feb 1h 5min
[REPLAY] Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
Ed Grefenstette is the CIO of The Dietrich Foundation, which supports charitable organizations in Western Pennsylvania through a truly unique investment strategy that seeks to first, last, and always ...
23 Feb 1h 13min
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
Bobby Jain is the CEO and CIO of Jain Global, a global multi-strategy hedge fund he launched last year that manages about $6 billion with over 350 employees. Bobby's storied Wall Street career include...
16 Feb 1h 1min
WTT: Can Private Markets Normalize?
In a world dominated by short-termism, does it seem odd that private equity holding periods are getting longer? Private equity professionals don't have different genes than other investors. They fa...
12 Feb 8min
Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
Stephen Gilmore is the Chief Investment Officer of CalPERS, which at $600 billion is the largest public pension fund in the U.S. and one of the largest institutional pools of capital in the world. Ste...
9 Feb 58min
[REPLAY] Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108)
Matt Whineray is the CEO of New Zealand Superannuation Fund or Super Fund, one of the highest performing, most innovative and well-regarded large-scale investment allocators in the world. The New Zeal...
9 Feb 1h
[REPLAY] Raphael Arndt – Australia's Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)
Raff Arndt is the Chief Investment Officer of Australia's AUZ$145 billion Sovereign Wealth Fund, the Future Fund. He trained as an engineer and dove into infrastructure policy at the beginning of Aus...
9 Feb 1h 25min
