Mike Mauzé - Escape Velocity for CPG Brands at VMG Partners (First Meeting, EP.16)
Mike Mauzé is the General Partner at VMG Partners, which is one of those little known, closed capacity private equity firms that a small number of top institutions have loyally invested with since its...
2 Mars 202047min
Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123)
Doug Phillips is the CIO of the University of Rochester, where he has overseen the school's $2.6 billion endowment for twenty years. Doug's two-decade tenure at Rochester constitutes only the back ha...
24 Feb 202056min
Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
Dan Rasmussen is the Founder and portfolio manager at Verdad Advisers, which he launched in 2014 to replicate the historical success of private equity in the public markets. He's an outspoken critic ...
17 Feb 202059min
SPECIAL ANNOUNCEMENT – CAPITAL ALLOCATORS LIVE!
I'm excited to announce Capital Allocators LIVE!, a live event that will take place in NYC on June 18th. I'll host a series of live podcasts with Michael Mauboussin, Morgan Housel, Andre Perold, Atom...
10 Feb 20201min
James Aitken – Tour Around the World from a Small Island (Capital Allocators, EP.122)
James Aitken is the Founder and Managing Partner of Aitken Advisors, a one-man macroeconomic research boutique based in Wimbledon, England from where he pens his weekly "Notes from a Small Island" and...
10 Feb 20201h 3min
Peter Kraus - Widening the Aperture on Alpha (First Meeting, EP.14)
Peter Kraus is the Chairman and CEO of Aperture Investors, a $5 billion asset manager he founded after a storied four-decade career on Wall Street, including heading the Investment Management Division...
3 Feb 20201h 11min
Ted Seides – A Rational Reminder (Capital Allocators, EP.121)
Last year, I appeared on the Rational Reminder podcast, a show hosted by Cameron Passmore and Ben Felix of PWL Capital, a terrific Ottawa, Canada-based wealth manager that focuses on low cost, passive...
27 Jan 202043min
Beezer Clarkson – Sapphire Gem of Early Stage Venture (Capital Allocators, EP.120)
Beezer Clarkson is Managing Director at Sapphire Ventures where she is responsible for the management of Sapphire's fund investments in early stage venture funds globally. Her career through direct a...
20 Jan 202056min
