Capital Allocators – Inside the Institutional Investment Industry

I'm excited to announce the launch of a spinoff of capital allocators called first meeting. First meeting episodes will be conversations with leading investment managers across asset classes. First me...

10 Jun 20191min

Patrick O'Shaughnessy is the CEO of O'Shaughnessy Asset Management, the host of the Invest Like the Best podcast, and a great friend.  Patrick's podcast and widely read monthly mailing list of books, ...

10 Jun 20191h 13min

Khe Hy rose to be one of the youngest Managing Directors at Blackrock's hedge fund of funds business. In his 30s he left the industry to explore what would come next. His path led to creating the RadR...

3 Jun 201949min

Tom DeLong is a renown expert in organizational behavior, leadership, and human development of high performance professionals, the so called "soft skills" often dismissed in the asset management busin...

3 Jun 201955min

David Gurfein is a decorated Marine Corps Combat veteran whose nickname "Bull" fits the bill. Enlisting at age 17, Bull drove tanks and was an honor graduate from Officer Candidate School while attend...

27 Mai 20191h 13min

Tim Recker is the CIO of the $2.4 billion James Irvine Foundation.  He joined the foundation in 2016 after spending a decade in private equity and real assets for the University of California Regents,...

20 Mai 20191h 3min

Michael Mauboussin is the well-known investment strategist currently plying his wares at Blue Mountain Capital.  He joined me for the second time to discuss his new research entitled "Who's on the Oth...

13 Mai 201955min

Michael Mauboussin currently is the Director of Research at BlueMountain Capital, a multi-billion dollar hedge fund and asset manager.  He spent the majority of his professional career thinking and wr...

13 Mai 20191h 11min