Capital Allocators – Inside the Institutional Investment Industry

[REPLAY] Brian Portnoy – From Complex to Simple (Capital Allocators, EP.57)

Brian Portnoy Brian is currently the Director of Investment Education at $100B investment solutions provider Virtus Investment Partners, where he strives to simplify the complex world of money in an e...

20 Apr 202059min

[REPLAY] Annie Duke – Thinking More in Bets (Capital Allocators, EP.76)

My guest on today's show once again is Annie Duke, decision-making expert, former world-famous poker player, and author of the best seller, Thinking in Bets. I had a chance to interview Annie at The ...

20 Apr 202046min

Sandra Robertson – Calibrating Oxford's Portfolio in a Crisis (Capital Allocators, EP.131)

Sandra Robertson, OU Endowment Management's esteemed CEO and CIO, rejoined me for an update on how she and her team have been navigating the markets. It's quick and chock full of wisdom, including he...

16 Apr 202014min

Sandra Robertson – Oxford's Queen of Endowment Management (Capital Allocators, EP.130)

Sandra Robertson is the CEO and Chief Investment Officer of OU Endowment Management Ltd, a subsidiary company of the University of Oxford that manages the 4 billion GBP Oxford Endowment Fund. Simply p...

13 Apr 202059min

Steve Nelson – Assisting Private Equity Allocators Through Turbulent Times at ILPA (Capital Allocators, EP.129)

Steve Nelson is CEO of the Institutional Limited Partners Association or ILPA, a non-profit that engages, empowers and connects limited partners (LPs) to maximize their performance. It has over 500 me...

9 Apr 202030min

Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)

Eric Peters is the founder and CIO One River Asset Management, an investment manager dedicated to delivering high conviction absolute-return strategies, where each individual strategy comes out of the...

6 Apr 202047min

Mark Baumgartner – Allocating in a Crisis at IAS (Capital Allocators, EP.128)

Mark Baumgartner is the CIO of the Institute for Advanced Study, where he oversees a $1 billion portfolio. I reached out to Mark in this rapidly changing environment to get his take on how he's naviga...

2 Apr 202026min

[REPLAY] Mark Baumgartner – Luck, Risk and Uncertainty as CIO for the Institute for Advanced Study (Capital Allocators, EP.77)

Mark Baumgartner is the CIO of the Institute for Advance Study, where he oversees a $1 billion portfolio that seeks to achieve just median returns but with significantly less risk. Prior to joining IA...

2 Apr 202056min