![[REPLAY] Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)](https://cdn.podme.com/podcast-images/90749A05BCD34E3F1239D111E95CA626_small.jpg)
[REPLAY] Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)
On today's show we'll discuss another empty room – an opportunity ignored by most investors because they either don't want to or can't participate. Andy Acker is a Portfolio Manager at our anchor spo...
14 Dec 202351min
[REPLAY] Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
Today's episode of Manager Meetings is our first sponsored show, with our friends at Janus Henderson Investors. I had the chance to speak with Daniel Graña, who is responsible for Janus Henderson's em...
14 Dec 202352min
Marcia Page – Corn Capitalist with a Velvet Hammer at Värde and MPowered (EP.355)
Marcia Page is the Co-Founder and Executive Chair of Värde Partners and Founder and CEO of MPowered Capital. Värde is a thirty-year-old $13 billion leading global alternatives firm specializing in cre...
11 Dec 20231h 6min
Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund (EP.354)
Nicolai Tangen is the CEO of Norges Bank Investment Management, where he oversees the $1.3 trillion Norwegian Sovereign Wealth Fund, the largest sovereign wealth fund in the world. The Fund owns 1.5% ...
4 Dec 202349min
Michael Levy – Crow Family Real Estate Empire (EP.353)
Michael Levy is the CEO of Crow Holdings, the family real estate empire initiated by Trammel Crow seventy-five years ago that today includes longstanding family holdings, $30 billion in externally man...
27 Nov 202355min
Ted Seides – Unlocking Investment Wisdom (EP.352)
Happy Thanksgiving to everyone. For a little turkey treat, today's show has me on the other side of the mike. Sarah Samuels, the head of manager research at powerhouse consultant NEPC and a past gues...
23 Nov 202335min
Chad Hutchinson – Professional Athlete to Professional Investor in Sports (EP.351)
Chad Hutchinson is a partner at Arctos Partners, a private equity firm best known as the leading minority owner of professional sports franchises. Chad was one of only seven athletes since 1970 to pla...
20 Nov 202352min
Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
Rick Heitzmann is the founder and Managing Partner of FirstMark Capital, a network-driven seed and series A venture capital firm managing $3.5 billion that backs entrepreneurs in high-growth consumer ...
13 Nov 20231h 7min
