Reade Griffith – Managing Assets and Partnerships at Tetragon (Capital Allocators, EP.276)
Reade Griffith is the co-founder and Chief Investment Officer of Tetragon and Polygon. Tetragon is a European-listed public holding company with $38 billion in assets, comprised of $3 billion in direc...
17 Okt 202259min
JUST RELEASED: Stone Point Capital on Private Equity Deals, EP.03
Our third episode of Private Equity Deals released this morning. I'm joined by Jarryd Levine, who helps lead Stone Point Capital's investments in Business Services and Human Capital Management. We di...
12 Okt 202239s
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
Louis-Vincent Gave is the Founding Partner and CEO of GaveKal, a leading independent provider of macro research, and GaveKal Capital, manager of $2 billion in assets. Louis is one of my go-to sources ...
10 Okt 202235min
[REPLAY] Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
Louis-Vincent Gave is the Founding Partner and CEO of GaveKal, one of the world's leading independent providers of macro research, and GaveKal Capital, a manager of $2.7 billion in assets. Louis launc...
10 Okt 202249min
Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)
On today's show we'll discuss another empty room – an opportunity ignored by most investors because they either don't want to or can't participate. Andy Acker is a Portfolio Manager at our anchor spo...
6 Okt 202251min
Annie Duke – The Power of Quitting (Capital Allocators, EP.273)
Annie Duke is a former professional poker player, decision making expert, best-selling author, and fortunately, a repeat guest on the show. Our first conversation about Annie's background and best-sel...
3 Okt 20221h 17min
[REPLAY] Annie Duke - Improving Decision Making [Capital Allocators, EP.39]
Annie Duke is a renown public speaker and decision strategist. For two decades, she was one of the top poker players in the world, including winning a World Series of Poker bracelet and the $2 million...
3 Okt 202259min
JUST RELEASED: Thoma Bravo on Private Equity Deals, EP.02
Our second episode of Private Equity Deals released this morning. I'm joined by Scott Crabill, a long-time partner at Thoma Bravo, to discuss their take private purchase of RealPage. Search for Priv...
28 Sep 202226s
