WTT: Active Management Today is a Single Decision
This WTT: Active Management Today is a Single Decision comes from a few conversations I've had recently with CIOs about the underperformance of long only managers who are underweight the magnificent s...
5 Aug 20237min
Ted Seides – The Art of the Interview (EP.330)
After our recent podcast conversation, Matt Breitfelder, Partner and Global Head of Human Capital at Apollo, asked me if he could turn the tables and, in his words, interview the interviewer about int...
31 Juli 20231h 1min
Kipp deVeer – The World of Private Credit at Ares (EP.329)
Kipp deVeer is a Director and Partner of Ares Management, the $30 billon market cap public company (ARES) that manages $360 billion in assets, including $250 billion in credit. Kipp joined Ares twenty...
24 Juli 20231h 5min
Seth Klarman – Timeless Value Investing (EP.328)
Seth Klarman is a legendary value investor and CEO and Portfolio Manager of The Baupost Group, an investment firm founded in 1982 that manages $27 billion. Seth authored the very out-of-print Margin o...
17 Juli 20231h 33min
Ravi Viswanathan – Venture Secondaries and Growth Capital at NewView (EP.327)
Today's sponsored insight features Ravi Viswanathan, Founder and Managing Partner of NewView Capital (NVC), a venture firm that created a disruptive model for strategic secondary investing that blends...
13 Juli 202344min
James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
James Aitken is the Founder of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon, England that works with one hundred of the most influential pools of capital in the world. James...
10 Juli 202358min
[REPLAY] James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
James Aitken is the Founder of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon, England that works with approximately one hundred of the most influential pools of capital in th...
10 Juli 202341min
[REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
Australian James Aitken is the Founder and Managing Partner of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon, England that works with approximately one hundred of the most in...
10 Juli 20231h 25min
