
REPLAY (EP.16) Thomas Russo – Buy and Hold...and Then What
Tom Russo is the Managing Member of Gardner Russo & Gardner, where he manages $11 billion in a long only, global value strategy. Tom buys the stock of global consumer businesses with great brands and ...
4 Mars 201959min

Matt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88)
Matt Botein is the Co-Founder and Managing Partner of Gallatin Point Capital, a $1.5 billion private investment company he founded after departing from BlackRock, where he had served as the Chief Inve...
25 Feb 201958min

Rahul Moodgal - Master Fund Raiser (Capital Allocators, EP.87)
Rahul Moodgal has spent 20 years as a fund raiser across long only strategies, hedge funds, fund of funds, customized solutions, start-ups, and non-profits. Collectively, Rahul has raised and helped ...
18 Feb 20191h

Chris Ailman – CalSTRS' Venerable CIO (Capital Allocators, EP.86)
Chris Ailman is the chief investment officer of the $220 billion pool for California State Teachers' Retirement System (CalSTRS). He joined CalSTRS back in 2000 after 4 years as CIO of the Washington ...
11 Feb 20191h 13min

Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85)
Steve Kuhn is a retired hedge fund manager. He spent two decades in the industry, specializing in mortgage-backed securities at Cargill, Citadel, Goldman Sachs, and Pine River. In his last stint in ...
4 Feb 201954min

Donna Snider – Inside the Investment Process at the Kresge Foundation (Capital Allocators, EP.84)
Donna Snider is a Managing Director at the $4 billion Kresge Foundation, where she has worked for ten years as one of three senior team members under Chief Investment Officer Rob Manilla. Last summer...
28 Jan 201948min

Ron Biscardi – Putting Hedge Funds in Context (Capital Allocators, EP.83)
Ron Biscardi is the Co-Founder and CEO of Context Capital Partners and a Partner and Board Member of Context Summits. Ron sits at the intersection of buyers and sellers for small funds, and actively ...
21 Jan 201939min

Jean Hynes – Inside Wellington Management (Capital Allocators, EP.82)
Jean Hynes is a Managing Partner at Wellington Management, where she one of three people responsible for the governance of Wellington's storied partnership. Jean also is the sector leader of the firm...
14 Jan 201952min




















