Capital Allocators Presents: First Meeting with Ted Seides
I'm excited to announce the launch of a spinoff of capital allocators called first meeting. First meeting episodes will be conversations with leading investment managers across asset classes. First me...
10 Juni 20191min
Patrick O'Shaughnessy – O'Shaughnessy Asset Management (First Meeting, EP.01)
Patrick O'Shaughnessy is the CEO of O'Shaughnessy Asset Management, the host of the Invest Like the Best podcast, and a great friend. Patrick's podcast and widely read monthly mailing list of books, ...
10 Juni 20191h 13min
Khe Hy – Radical Shift from Investing to Purpose (Capital Allocators, EP.101)
Khe Hy rose to be one of the youngest Managing Directors at Blackrock's hedge fund of funds business. In his 30s he left the industry to explore what would come next. His path led to creating the RadR...
3 Juni 201949min
REPLAY - Thomas DeLong – Authentic Leadership (Capital Allocators, EP.18)
Tom DeLong is a renown expert in organizational behavior, leadership, and human development of high performance professionals, the so called "soft skills" often dismissed in the asset management busin...
3 Juni 201955min
REPLAY - David "Bull" Gurfein - Interdisciplinary Lessons from the Marines (Capital Allocators, EP.10)
David Gurfein is a decorated Marine Corps Combat veteran whose nickname "Bull" fits the bill. Enlisting at age 17, Bull drove tanks and was an honor graduate from Officer Candidate School while attend...
27 Maj 20191h 13min
Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100)
Tim Recker is the CIO of the $2.4 billion James Irvine Foundation. He joined the foundation in 2016 after spending a decade in private equity and real assets for the University of California Regents,...
20 Maj 20191h 3min
Michael Mauboussin – Who's on the Other Side (Capital Allocators, EP.99)
Michael Mauboussin is the well-known investment strategist currently plying his wares at Blue Mountain Capital. He joined me for the second time to discuss his new research entitled "Who's on the Oth...
13 Maj 201955min
REPLAY - Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
Michael Mauboussin currently is the Director of Research at BlueMountain Capital, a multi-billion dollar hedge fund and asset manager. He spent the majority of his professional career thinking and wr...
13 Maj 20191h 11min
