George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone (EP.362)
George Michelakis is the Chief Investment Officer of Gladstone Management, a $2 billion long/short equity hedge fund based in London. George founded Gladstone in 2006 with seed capital from, well me a...
15 Jan 202448min
WTT: The Next Alpha Frontier
How will we generate returns to meet important spending needs in an increasingly unforgiving world? One answer is "Internal Alpha' – making fewer mistakes alongside making great investments. Generatin...
13 Jan 20245min
Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
Brian Christiansen is Executive Managing Director and Senior Portfolio Manager at Sands Capital, a growth-focused public and private equity manager that oversees $50 billion in assets. Our conversat...
11 Jan 20241h 3min
Ana Marshall – The Climb to Investment Excellence (EP.360)
Ana Marshall is the CIO for the $14 billion William and Flora Hewlett Foundation and a two-time past guest on the show. This time around, we discuss Ana's recently published book, The Climb to Investm...
8 Jan 202449min
[REPLAY] Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)
Ana Marshall is the CIO for The William and Flora Hewlett Foundation, where she oversees a $13 billion pool of capital. Ana joined Hewlett eighteen years ago after spending the same amount of time as ...
8 Jan 202446min
[REPLAY] Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
Ana Marshall is the Vice President and Chief Investment Officer for The William and Flora Hewlett Foundation, where she oversees a $10.5 billion pool of capital. Ana joined Hewlett in 2004 after spend...
8 Jan 202451min
Morgan Housel – Same as Ever (EP.359)
Morgan Housel is a partner at Collaborative Fund, blogger about behavior and money, and author of The Psychology of Money. The book has sold 4.5 million copies since its release three and a half years...
1 Jan 202459min
[REPLAY] Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
Morgan Housel is a partner at Collaborative Fund and one of my favorite writers about investing. Morgan recently released his first book, The Psychology of Money, and I'll go on record and predict it ...
1 Jan 20241h 4min
