Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
Paul Black is Co-CEO and portfolio manager at WCM Investment Management, a $26 billion manager of global equities that he joined when it was a $200 million boutique in 1989. With so much of the insti...
7 Mai 201855min
James Williams – Curating The Getty's Assets (Capital Allocators, EP.50)
Jim Williams is the Vice President, Chief Investment Officer, and Treasurer of the Getty Trust, where he oversees a $7 billion portfolio for the Getty Museum. Before joining the Getty in 2002, Jim spe...
30 Apr 20181h 15min
Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
Michael Cembalest is the Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management, a global industry leader with $2 trillion of client assets under management. Michael is a...
23 Apr 20181h 2min
Steven Galbraith – In the Boardroom (Capital Allocators, EP.48)
One common refrain across my conversations has been the importance and subtleties of effective governance in making optimal investment decisions. Alongside Steven Galbraith's incredible career as an ...
16 Apr 201855min
Chris Brockmeyer – On Broadway (Capital Allocators, EP.47)
Chris Brockmeyer is the Director of Employee Bennefit Funds for the Broadway League, the national trade association for the Broadway theatre industry. Chris serves as an employer-appointed trustee, i...
9 Apr 201854min
Andy Redleaf - Evolution of Markets (Capital Allocators, EP.46)
Andy Redleaf is the Founding Partner of Whitebox Advisors, a $5.5 billion multi-strategy hedge fund launched in 1999 with primary offices in the metropolitan hubs of Minneapolis, Austin, and Sydney, A...
2 Apr 201858min
It's Not About the Money (Capital Allocators, EP.45)
Last fall, I sat down with a fellow former hedge fund of funds professional Khe Hy, who left the business a few years ago and has developed a fascinating media platform around introspection, self-awar...
26 Mar 201858min
Wayne Wicker - Managing for Millions who Matter (Capital Allocators, EP.44)
Wayne Wicker is the Senior VP and CIO of ICMA Retirement Corporation, an asset manager that oversees $50B across more than a million retirement accounts of City and County public sector employees thro...
19 Mar 20181h 4min
