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Capital Allocators

Meet the people who allocate vast pools of capital and the processes they employ. New episodes release on Monday's

episodes

Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)

Jul 2, 2020
49 min
Lauren Taylor Wolfe is co-founder and Managing Partner of Impactive Capital, an activist hedge fund that engages with companies to drive long-term sustainable returns. Impactive employs a breadth of tools common to activist strategies, working with...
Jul 2, 2020 • 49 MIN

Tony Davis – Sustainable Investing 7: Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)

Jun 29, 2020
54 min
Tony Davis is the CEO and Chief Investment Officer of Inherent Group, a value-oriented hedge fund that invests across the capital structure and uses ESG factors to source and underwrite its investments. Prior to founding Inherent Group, Tony was...
Jun 29, 2020 • 54 MIN

Sustainable Investing 6: Richard Lawrence - ESG Integration at Overlook (Capital Allocators, EP.144)

Jun 25, 2020
45 min
Richard Lawrence is the Executive Chairman of Overlook Investments, a leading value-oriented investment firm in Asia that he founded in 1991. Richard was an early guest on the show telling Overlook’s story, and that conversation follows in the...
Jun 25, 2020 • 45 MIN

[REPLAY] Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)

Jun 25, 2020
59 min
Richard Lawrence is the Chairman and Executive Director of The Overlook Group, a $5 billion investment organization focused on Asian equities that Richard founded in 1991. Over the past quarter-century, Overlook developed and implemented...
Jun 25, 2020 • 59 MIN

Sustainable Investing 5: David Blood - Pioneering a Generation (Capital Allocators, EP.143)

Jun 22, 2020
56 min
David Blood is co-founder and Senior Partner of Generation Investment Management, a pioneering sustainable investing firm he started with seven partners in 2004, including Vice President Al Gore. Our conversation covers the importance of culture...
Jun 22, 2020 • 56 MIN

Sustainable Investing 4: Emanuel Citron – Sourcing Sustainable Managers (Capital Allocators, EP.142)

Jun 18, 2020
47 min
Manny Citron is Managing Partner at Volery Capital, a private equity firm he co-founded in 2017 to invest in asset management businesses and companies that generate positive social and environmental impact. Manny and his team have canvassed a...
Jun 18, 2020 • 47 MIN

Sustainable Investing 3: Bob Litterman – Pricing Climate Risk (Capital Allocators, EP.141)

Jun 15, 2020
54 min
Bob Litterman is a founding partner and Chairman of the Risk Committee at Kepos Capital. Prior to Kepos, he spent 23 years at Goldman Sachs, where his roles included heading the firm-wide risk function and the Quantitative Investment Strategies...
Jun 15, 2020 • 54 MIN

Sustainable Investing 2: Liqian Ma – Allocator Perspective (Capital Allocators, EP.140)

Jun 11, 2020
66 min
Liqian Ma is the Head of Impact Investing Research at Cambridge Associates. Liqian developed an early interest in the climate growing up in a coal-dependent city in China. He began focusing on sustainable investing over a decade ago and leads...
Jun 11, 2020 • 66 MIN

Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocators, EP.139)

Jun 8, 2020
70 min
Wendy Cromwell is Vice-Chair of Wellington Management and the Director of Sustainable Investment at the firm. She joined Wellington out of business school 25 years ago and has been there ever since. A year and a half ago, Wendy also became one of...
Jun 8, 2020 • 70 MIN

[REPLAY] Jean Hynes – Inside Wellington Management (Capital Allocators, EP.82)

Jun 8, 2020
52 min
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’s healthcare team that manages the Vanguard...
Jun 8, 2020 • 52 MIN

Clarke Futch – Healthcare Royalty Partners (First Meeting, EP.20)

Jun 1, 2020
58 min
Clarke Futch is a co-founder, Managing Partner and Chairman of the Investment Committee at Healthcare Royalty Partners, an investment firm that purchases royalties and uses debt-like instruments to generate non-correlated return streams from...
Jun 1, 2020 • 58 MIN

Brett Jefferson – Inefficiencies in Structured Credit at Hildene Capital Management (First Meeting, EP.19)

May 25, 2020
72 min
Brett Jefferson is the President and Co-CIO of Hildene Capital Management, an asset manager he founded in 2008 that oversees $9 billion in structured credit strategies and was listed in Barron’s Top 100 Annual Hedge Funds ranking for six...
May 25, 2020 • 72 MIN

[REPLAY] Paul Rabil - Lacrosse and Entrepreneurship (Capital Allocators, EP.95)

May 25, 2020
58 min
Paul Rabil is the co-founder and CEO of the Premier Lacrosse League or PLL, a new tour-based league of the top professional lacrosse players in the world that will debut on June 1st.  Paul was the #1 player in the draft for Major League Lacrosse in...
May 25, 2020 • 58 MIN

Daylian Cain – Master Class in Negotiations (Capital Allocators, EP.138)

May 18, 2020
64 min
Daylian Cain is a Senior Lecturer in Negotiations and Ethics at the Yale University School of Management. His research focuses on “judgment and decision-making” and “behavioral business ethics.” In other words, he studies the reasons why smart...
May 18, 2020 • 64 MIN

Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)

May 11, 2020
40 min
Larry Siegel is the Gary Brinson director of research at the CFA Institute Research Foundation and an independent consultant, writer and speaker. Before his “retirement”, he spent fifteen years as the head of research at the Ford Foundation and a...
May 11, 2020 • 40 MIN

Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)

May 4, 2020
64 min
Daniel Adamson is a Senior Managing Director at Wafra and the President of Capital Constellation, a joint venture between mega asset owners in Europe, North America and the Middle East that invests in the next generation of private equity managers....
May 4, 2020 • 64 MIN

Tim McCusker – Advising Through a Crisis at NEPC (Capital Allocators, EP.135)

Apr 30, 2020
20 min
Tim McCusker is the Chief Investment Officer at consulting powerhouse NEPC, who serves 350 clients with total assets over $1.2 trillion. Tim joined me for the last of our special updates from the field during this unique and challenging period....
Apr 30, 2020 • 20 MIN

[REPLAY] Tim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80)

Apr 30, 2020
57 min
Tim McCusker is the Chief Investment Officer at NEPC, an investment consultant that advises on $1 trillion in assets on behalf of 400 institutional clients.  Tim oversees NEPC’s 50-person investment research team and leads investment strategy for...
Apr 30, 2020 • 57 MIN

Michael Mervosh - Investing in Yourself During a Crisis (Capital Allocators, EP.134)

Apr 27, 2020
32 min
Michael Mervosh, clinical psychologist and founder of the Hero’s Journey Foundation. Michael joined me to talk about how people are managing their way through the crisis. Our conversation covers the unexpected resonance of shelter-in-place, facing...
Apr 27, 2020 • 32 MIN

[REPLAY] Michael Mervosh – Invest in Yourself (Capital Allocators, EP.68)

Apr 27, 2020
72 min
Both times I was interviewed (by Khe Hy and Patrick O'Shaughnessy) and shared those conversations on Capital Allocators, I made reference to a special experience I’ve participated in for the last five years called the Hero’s Journey. The weeklong...
Apr 27, 2020 • 72 MIN

Andrew Golden – Navigating Princeton’s Endowment Through (Another) Crisis (Capital Allocators, EP.133)

Apr 23, 2020
31 min
Andy Golden is the President of PRINCO, where he has overseen the management of Princeton University’s $25 billion endowment since 1995. He was an early guest on the show and came back to discuss steering the ship in this tricky time. Our...
Apr 23, 2020 • 31 MIN

[REPLAY] Andrew Golden - Princeton University's Chief Investing Tiger (Capital Allocators, EP.13)

Apr 23, 2020
72 min
After getting some great feedback from the replay of my conversation with Scott Malpass, I am going to repeat some gems from the past every few months. This week I picked out my conversation with Andy Golden, the venerable head of Princeton’s 24...
Apr 23, 2020 • 72 MIN

Annie Duke – Decision Making in a Crisis (Capital Allocators, EP.132)

Apr 20, 2020
38 min
My friend Brian Portnoy recently put together a Zoom call where he and Jonathan Novy interviewed Annie Duke about decision making in the crisis. Brian was a long-time fund investor and has authored two books in the field of behavioral finance. He...
Apr 20, 2020 • 38 MIN

[REPLAY] Annie Duke - Improving Decision Making [Capital Allocators, EP.39]

Apr 20, 2020
60 min
Annie Duke is a renown public speaker and decision strategist. For two decades, she was one of the top poker players in the world, including winning a World Series of Poker bracelet and the $2 million winner-take-all WSOP Tournament of Champions....
Apr 20, 2020 • 60 MIN

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

Apr 20, 2020
60 min
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 effort to help investors make better decisions...
Apr 20, 2020 • 60 MIN

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

Apr 20, 2020
47 min
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 Investment Institute’s Fall Forum in Chapel...
Apr 20, 2020 • 47 MIN

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

Apr 16, 2020
14 min
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 her priorities, calibration of the portfolio,...
Apr 16, 2020 • 14 MIN

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

Apr 13, 2020
61 min
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 put, she is one of the most respected endowment...
Apr 13, 2020 • 61 MIN

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

Apr 9, 2020
30 min
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 member institutions that represent $2 trillion in...
Apr 9, 2020 • 30 MIN

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

Apr 6, 2020
49 min
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 team’s expertise in thematic macro, volatility,...
Apr 6, 2020 • 49 MIN