WTT – Playing for Tomorrow
The mismanagement of SVB's balance sheet got me thinking about other times in the past investing through periods when asset prices felt inflated across the board. Institutions strive to meet return hu...
8 Apr 20236min
Yellowstone Club on Private Equity Deals
Listen to Yellowstone Club on Private Equity Deals The fourth episode of Season 2 of Private Equity Deals drops today on the Private Equity Deals podcast feed. This time around Sam Byrne from CrossHar...
5 Apr 202357s
Tom Joy – Divine Diversification and Responsibility at Church Commissioners (Capital Allocators, EP.306)
Tom Joy is the Chief Investment Officer at the Church Commissioners of England, where he is responsible for the stewardship of the Church of England's £10.1 billion endowment fund. Our conversation c...
3 Apr 202357min
Andy Lee – Empty Rooms: Investing in Tax Assets at Parallaxes Capital (Capital Allocators, EP.305)
My guest on today's sponsored insight is Andy Lee, the Founder and CIO of Parallaxes Capital. Andy spun out of Lone Star in 2017 to focus on the niche opportunity to invest in Tax Receivable Agreement...
30 Mar 202338min
Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
Adam Rodman is the Founder and Chief Investment Officer of Segra Capital Management, the largest fund dedicated to investing in nuclear power across public and private markets. Adam founded Segra in 2...
27 Mar 202344min
WTT - Short-Term Gain, Long-Term Pain, Part 2
Since I wrote Short-Term Gain, Long-Term Pain three weeks ago, we certainly hit a big one. I had a chance to take a step back and draw from my experience working at Yale for some parallels. Suffice it...
25 Mar 20239min
David Abrams – Sports Ecosystem Investing at Velocity (Capital Allocators, EP. 303)
This sponsored insight features David Abrams, Founding Partner of Velocity Capital Management. Velocity is a newly formed firm that focuses on investing with founders to build best-in-class sports, me...
23 Mar 202357min
Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302)
Colin Campbell is a Partner at Bain Capital and co-head of the Partnership Strategies team that manages assets primarily for Bain Capital's partners in strategies that diversify away from the equity-o...
20 Mar 202359min
