Capital Allocators – Inside the Institutional Investment Industry

Mason Morfit and Rob Hale are the co-CEOs of ValueAct Capital, which manages $11 billion in public equities focused on the US and Japan. Since its founding in 2000, ValueAct has charted a distinctive ...

29 Sep 20251h 8min

Jack Kokko is co-founder and CEO of AlphaSense, the market intelligence platform often described as "Google for finance." The company's 6,000 customers canvass 90% of the top asset management firms, a...

25 Sep 202544min

Herb Wagner is the Managing Partner of Finepoint Capital, a $4 billion opportunistic value hedge fund he founded eleven years ago after spending fourteen years at Baupost and two at Appaloosa under le...

22 Sep 20251h 10min

Adrian Meli is the co-CIO of Eagle Capital Management, a 36-year-old firm that manages $34 billion using a style-agnostic, long-only strategy. Adrian joined Eagle in 2008 from the hedge fund world and...

15 Sep 202556min

Once in a while, I take a turn on the other side of the microphone and share it on our feed when I've said something different from what I have in the past.   I recently appeared on Michael Sidgmore's...

8 Sep 202554min

This week's final Summer Series is a mega two-fer, Raphael Arndt from Australia Future Fund and Geoffrey Rubin from CPPIB. We packaged these two leading sovereign wealth funds together to compare thei...

1 Sep 20251h 25min

This week's final Summer Series is a mega two-fer, Raphael Arndt from Australia Future Fund and Geoffrey Rubin from CPPIB. We packaged these two leading sovereign wealth funds together to compare thei...

1 Sep 20251h 10min

This week's Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller from Brandywine. Both firms started as multi-family ...

25 Aug 202555min