Graham Weaver – People-Driven Private Equity at Alpine (EP.391)
Graham Weaver is the managing partner of Alpine Investors, a $17 billion people-driven private equity firm that invests in software and services businesses. Graham founded Alpine on the belief that ex...
10 Juni 202459min
Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390)
Mo Haghbin is the Head of Multi-Asset Solutions at Invesco, where he develops and manages asset allocation strategies and portfolio solutions for $88 billion of client assets within the $1.7 trillion ...
6 Juni 202447min
Anne-Marie Fink - Cutting Edge Pension Investing at SWIB (EP.389)
Anne-Marie Fink is the Head of Private Markets and Funds Alpha at the State of Wisconsin Investment Board or SWIB, which manages $140 billion of pension funds in the state. SWIB is not your typical U....
3 Juni 202453min
WTT: The Investment Manager Playbook - What Allocators Don't See
My last post, The Investment Office Playbook: What Managers Don't See, discussed part of what happens inside an investment office that managers don't see but that significantly influences the cadence...
31 Maj 202420min
Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388)
Alexis Ohanian is the General Partner and Founder of Seven Seven Six, an early-stage venture capital firm with $1 billion under management that he describes as a technology company that deploys ventur...
27 Maj 20241h 10min
Dan Tennebaum - The Case for India at India Capital (EP.387)
Dan Tennebaum is the Managing Director at India Capital, a thirty-year-old investment firm focusing on public equities in India. Dan moved to the country twenty-five years ago and spent time in the st...
23 Maj 20241h 24min
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
Brett Barakett is the Founder and Chief Investment Officer of Tremblant Capital, a 23-year-old long-short equity and long-only firm focused on deep fundamental stock research with a senior team that h...
20 Maj 20241h 12min
Cliff Asness - Simple Investing is Hard (EP.385)
Cliff Asness is the Founder and CIO at AQR, an investment management firm at the intersection of financial theory and practice that oversees $100 billion in assets. He is famously intelligent, comical...
13 Maj 20241h 8min
