Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
Taimur Hyat is the Chief Operating Officer at PGIM, a $1.3 trillion asset manager across public equity and fixed income, private credit, real estate and alternative strategies. Alongside President and...
20 Jul 202059min
Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
Adam Fisher is the CIO of Commonwealth Asset Management, which he founded as Commonwealth Opportunity Capital in 2008 and re-launched in 2019 after a two-year interlude Soros Fund Management. Commonwe...
13 Jul 202059min
Sustainable Investing 10: Hiro Mizuno – Changing the Game (Capital Allocators, EP.148)
Hiro Mizuno is the recently departed Executive Managing Director and Chief Investment Officer of GPIF, Japan's $1.5 trillion Government Pension Investment Fund, which is the largest pool of institutio...
9 Jul 20201h
Sustainable Investing 9: Reuben Munger – Private Capital Perspective (Capital Allocators, EP.147)
Reuben Munger is the Managing Partner of Vision Ridge Capital, a private investment firm with over $1 billion in assets that focuses on sustainable real assets. Reuben started Vision Ridge in 2008 aft...
6 Jul 202053min
Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
Lauren Taylor Wolfe is co-founder and Managing Partner of Impactive Capital, an activist hedge fund that engages with companies to drive long-term sustainable returns. Impactive employs a breadth of t...
2 Jul 202049min
Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
Tony Davis is the CEO and Chief Investment Officer of Inherent Group, a value-oriented hedge fund that invests across the capital structure and uses ESG factors to source and underwrite its investment...
29 Jun 202054min
Sustainable Investing 6: Richard Lawrence - ESG Integration at Overlook (Capital Allocators, EP.144)
Richard Lawrence is the Executive Chairman of Overlook Investments, a leading value-oriented investment firm in Asia that he founded in 1991. Richard was an early guest on the show telling Overlook's ...
25 Jun 202045min
[REPLAY] Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
Richard Lawrence is the Chairman and Executive Director of The Overlook Group, a $5 billion investment organization focused on Asian equities that Richard founded in 1991. Over the past quarter-centur...
25 Jun 202058min
