Brian Bares – Qualitative Concentration at BCM (Capital Allocators, EP.191)
Brian Bares is the founder of Bares Capital Management, a $5 billion long only investment boutique that employs independent, qualitative research on growing companies to build highly concentrated port...
26 Apr 20211h 2min
Cade Massey – People Analytics in Investing and the NFL (Capital Allocators, EP.190)
Cade Massey is a Professor at the Wharton School where his research focuses on judgment under uncertainty, or how, and how well, people predict what will happen in the future. In particular, he studie...
19 Apr 202156min
a16z Podcast with Linda Xie and Jesse Walden - All About NFTS (Capital Allocators, EP.189)
In our continuing exploration of cryptocurrencies and blockchain technologies, headlines of late have turned to NFTs, or non-fungible tokens. From NBA Top Shots to Beeple's artwork, NFTs are the hott...
15 Apr 202156min
Yen Liow - The Quest for the Right Tail at Aravt Global (Capital Allocators, EP.188)
Yen Liow is the founder and Managing Partner of Aravt Global, a fundamental global equity firm based in New York that manages long-short and long only products. Yen founded Aravt after a long stint at...
12 Apr 20211h 14min
Dominic Garcia – Risk-based Investing at New Mexico PERA (Capital Allocators, EP.187)
Dominic Garcia serves as Chief Investment Officer for the Public Employees Retirement Association of New Mexico (PERA), a $16 billion pension system that serves over 90,000 members and provides over $...
5 Apr 202150min
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
Jeff Housenbold, a Managing Director for the last four years at Softbank Investment Advisors, where he led one of the six investment teams that deployed the $100 billion Softbank Vision Fund. Prior to...
29 Mar 20211h 2min
Ted with Jenny Heller – Compounding Knowledge and Relationships (Capital Allocators, EP.185)
As we finish up book launch week, I thought I'd share this interview conducted by Jenny Heller, my friend, the 7th guest on the show, and the President and CIO of Brandywine Group Advisors. We discus...
25 Mar 202140min
[REPLAY] - Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)
Jenny Heller is the President and Chief Investment Officer of Brandywine Trust Group. Brandywine formed 25 years ago to manage the capital for a small group of families that all share a long-term, mu...
25 Mar 202153min
