![[REPLAY] Charley Ellis – The Magic of David Swensen (Capital Allocators, EP.197)](https://cdn.podme.com/podcast-images/90749A05BCD34E3F1239D111E95CA626_small.jpg)
[REPLAY] Charley Ellis – The Magic of David Swensen (Capital Allocators, EP.197)
Charley Ellis is the founder of Greenwich Associates, author of sixteen investment books, and now a three-time guest on the show. The bookends of his published library - his seminal book, Investment P...
12 Dec 202253min
[REPLAY] Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)
Charley Ellis is one of the most highly regarded experts in the investment business. After spending nearly a decade as an equity research analyst in the 1960s, Charley founded financial services cons...
12 Dec 20221h 12min
JUST RELEASED: Advent International on Private Equity Deals
The seventh episode of Season One of Private Equity Deals released this morning. I'm joined by Tricia Glynn, Managing Director at Advent International. We discuss their purchase of Orveon, a carve out...
7 Dec 202241s
Sachin Khajuria – Two and Twenty, An Insider's Take on Private Equity (Capital Allocators, EP.285)
Sachin Khajuria is a former partner at Apollo and twenty-five-year veteran of private equity who recently authored "Two and Twenty," a fantastic insider's account of the private equity industry. Our ...
5 Dec 202252min
Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)
Today's show is both a sponsor insight and another empty room, an exciting investment opportunity where few are paying attention. This time, it's CLO equity, an asset that has consistently generated s...
1 Dec 20221h 18min
Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
Charles Van Vleet is the CIO of Textron, where he manages $10 billion in defined benefit assets and $5 billion of defined contribution assets. Charles joined Textron a decade ago after eight years at ...
28 Nov 202251min
JUST RELEASED: Bain Capital on Private Equity Deals
The sixth episode of Season One of Private Equity Deals released this morning. I'm joined by David Humphrey and Devin O'Reilly from Bain Capital, who worked together on the purchase of Zelis, a health...
23 Nov 202244s
Frank Brosens – Culture and Partnership at Taconic Capital (Capital Allocators, EP.282)
Frank Brosens is a co-founder of Taconic Capital, an $8 billion event-driven, multi-strategy hedge fund founded in 1999. Frank started his career at Goldman Sachs, where he joined and later ran Bob Ru...
21 Nov 202253min
