Capital Allocators – Inside the Institutional Investment Industry

57 episode briefs available

Matthew Dicks – Storytelling Mastery (EP.477)

Daniel Mahr – Glass Box Quant at MDT Advisers (EP.472)

CIO Greatest Hits: Endowments – Scott Wilson (WashU)

Mike Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)

[REPLAY] Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419)

Year in Review 2025 (EP.478)

WTT: The Sydney Sweeney Interview

Jeff Aronson – Building Centerbridge Across the Capital Structure (EP.468)

WTT: Reconstructing Private Equity: Portfolio Construction for the Post-Distribution Drought

Mike Gitlin – The Century of Capital Group (EP.479)

Kristin Kallergis Rowland – Alts at J.P. Morgan’s Private Bank (Private Wealth 4, EP.447)

John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)

CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2021 (Brandywine)

Adrian Meli – Active Equity Excellence at Eagle (EP.459)

David Breach – Software Specialist Enters Private Wealth (Private Wealth 6, EP.450)

Scott Kleinman – Apollo's Integrated Alternatives Platform (EP.481)

[REPLAY] Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)

Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)

Ron Kantowitz – Direct Lending’s Evolution and Invesco’s Edge (EP.457)

Tim Sullivan – Yale’s Private Portfolio (EP.456)

[REPLAY] Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)

Matt Spielman – Igniting Careers and Energizing Lives (EP.463)

Jack Kokko – Building the Google of Finance at AlphaSense (EP.461)

Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)

Top 5 of 2025: #2: Ian Charles

[REPLAY] Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)

CIO Greatest Hits: Multi-Family Offices – Stan Miranda (Partners Capital)

CIO Greatest Hits: Private Equity – Mario Giannini (Hamilton Lane)

CIO Greatest Hits: Sovereign Wealth Funds – Raphael Arndt (Australia Future Fund)

CIO Greatest Hits: Single Family Offices – Dawn Fitzpatrick (Soros)

[REPLAY] Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)

Top 5 of 2025: #1: Howard Marks

Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449)

CIO Greatest Hits: Sovereign Wealth Funds – Geoffrey Rubin (CPPIB)

Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)

Top 5 of 2025: #3: Tim Sullivan

Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)

Dave Thornton – Unlocking Venture Access Through Stock Options at Vested (EP.469)

John Graham – Evolution of the Canadian Model at CPPIB (EP.465)

[REPLAY] Private Equity Masters 3:  Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202)

David Lyon – Hybrid Capital Solutions for Private Assets (EP.471)

CIO Greatest Hits: Hedge Funds – Dan Fagan (GIC), Craig Bergstrom (Corbin Capital Partners), and Adam Blitz (Evanston Capital)

CIO Greatest Hits: Endowments – Andy Golden (Princo)

[REPLAY] Kipp deVeer – The World of Private Credit at Ares (EP.329)

Top 5 of 2025: #5: Adrian Meli

Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)

Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464)

Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)

CIO Greatest Hits: Public Pensions – Ash Williams (Florida SBA)

CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2017 (Brandywine)

Jay Ripley – Emerging Manager Selection at GEM (EP.470)

Ted on Alt Goes Mainstream (EP.458)

Top 5 of 2025: #4: Alex Sacerdote

[REPLAY] Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)

[REPLAY] - Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29)

CIO Greatest Hits: Single Family Offices – Steve Rattner (Willett Advisors)

Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)