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
Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
Brendan O'Connor is the CEO of Regal Partners, a premier alternatives manager in Australia with A$21B of funds under management across hedge funds, credit and royalties, real and natural assets, and g...
5 Feb 57min
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
Jonathan Lewinsohn is the co-Managing Partner of Diameter Capital Partners, a credit-focused investment firm he founded with Scott Goodwin in 2017 that manages $25 billion across hedge fund, dislocati...
2 Feb 1h 14min
[REPLAY] Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
On today's manager meeting, Kristen VanGelder speaks with Jonathan Lewinsohn. Kristen is Deputy Chief Investment Officer at Evanston Capital, a $4 billion hedge fund of funds whose CEO and CIO, Adam B...
2 Feb 59min
Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
Lane MacDonald is the Chief Investment Officer of SCS Financial, a registered investment adviser and OCIO platform with approximately $46 billion in assets under management. Lane was a U.S. Olympic ho...
26 Jan 1h
