Capital Allocators – Inside the Institutional Investment Industry

Dr. Ashby Monk is the Executive and Research Director of the Stanford University Global Projects Center. He is also a Senior Research Associate at the University of Oxford, a Senior Advisor to the Chi...

12 Jan 1h

Today's episode continues our ongoing mini-series covering organizations that have proven to be great training grounds of talent. There may be none larger and quieter than Capital Group, the $3.2 tril...

5 Jan 1h 3min

We're counting down the top 5 episodes of 2025. Coming in at #1 is the legend, Howard Marks from Oaktree. I waited a while to have Howard on the show to capture a moment where one of his Memos particu...

29 Dec 202548min

We're counting down the top 5 episodes of 2025. At #2 is Ian Charles from Arctos Partners. Before founding Arctos alongside Doc O'Connor to dominate the sports investing sector, Ian spent his career c...

29 Dec 202552min

We're counting down the top 5 episodes of 2025. Coming in at #3 is Tim Sullivan. Tim joined the Yale Investments Office in 1986, a year after David Swensen arrived, and retired this year. In his 39 ye...

29 Dec 20251h 16min

For this year's annual review, our CEO Hank and I cover investment trends across private and public markets and top-of-mind issues for allocators. We then discuss highlights of the podcast and our eff...

22 Dec 202543min

We're counting down the top 5 episodes of 2025. Coming in at #5, is Adrian Meli from Eagle Capital. It's a fun, nuanced exploration of applying the most sophisticated tools of hedge fund investing to ...

22 Dec 202556min

We're counting down the top 5 episodes of 2025. At #4, it's Alex Sacerdote from Whale Rock Capital. Alex is a passionate TMT investor who describes how he finds companies ascending their S-curve of ad...

22 Dec 202553min