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
Clare Flynn Levy and Cameron Hight - Moneyball for Managers (Capital Allocators, EP.43)
Our exploration of the use of modern data analytics to enhance investment results continues this week with two of the leading providers of tools for portfolio managers. My guests on today's show are ...
12 Mar 20181h 16min
Basil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42)
Increased sophistication in manager assessment is an important trend in the search for alpha. My conversations with Michael Mauboussin and Annie Duke suggested frameworks to think about enhanced decis...
5 Mar 201855min
Rick Selvala - Harvesting Volatility (Capital Allocators, EP.41)
Rick Selvala is the co-founder and CEO of Harvest Volatility, a ten-year old manager of a variety of volatility strategies that oversees $13 billion in assets. After starting his career in the Treasur...
26 Feb 201850min
Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40)
Ali Hamed is the co-founder of CoVenture and Managing Partner of the CoVenture VC Fund. CoVenture is an innovative company that identifies and invests in novel assets formed by the intersection of te...
19 Feb 20181h 3min
Annie Duke - Improving Decision Making [Capital Allocators, EP.39]
Annie Duke is a renown public speaker and decision strategist. For two decades, she was one of the top poker players in the world, including winning a World Series of Poker bracelet and the $2 million...
5 Feb 201859min
