Capital Allocators

Sanjay Ayer – Think Different and Get Better at WCM (EP.366)

Sanjay Ayer is a portfolio manager at WCM Investment Management, the Laguna-based $80 billion...

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

Paul Black is Co-CEO and portfolio manager at WCM Investment Management, a $26 billion manager of...

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[REPLAY] - Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)

You may remember my popular first meeting from a few years ago with Paul Black of WCM, then a $25...

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

Paul Black and Mike Trigg from WCM Investment Management are both past guests on the show who...

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Raphael Arndt – The Death of Traditional Portfolio Construction (EP.365)

Raphael Arndt is the CEO of the Future Fund, Australia’s 200 billion AUZ ($135B) sovereign wealth...

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[REPLAY] Raphael Arndt – Australia’s Sovereign Wealth Fund CIO (EP.70)

Raff Arndt is the Chief Investment Officer of Australia’s AUZ$145 billion Sovereign Wealth Fund,...

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Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364)

Today's Sponsored Insight features Chad Summe and Mike Veith, Partners at eGateway Capital, a...

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Tilly Franklin – Endowment Model at Cambridge University (EP.363)

Tilly Franklin is the CEO and Chief Investment Officer at University of Cambridge Investment...

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George Michelakis – Chess Master’s Approach to Long-Short Equity at Gladstone (EP.362)

George Michelakis is the Chief Investment Officer of Gladstone Management, a $2 billion...

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WTT: The Next Alpha Frontier

How will we generate returns to meet important spending needs in an increasingly unforgiving...

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Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)

Brian Christiansen is Executive Managing Director and Senior Portfolio Manager at Sands Capital,...

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Ana Marshall – The Climb to Investment Excellence (EP.360)

Ana Marshall is the CIO for the $14 billion William and Flora Hewlett Foundation and a two-time...

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[REPLAY] Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators,.

Ana Marshall is the Vice President and Chief Investment Officer for The William and Flora Hewlett...

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[REPLAY] Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)

Ana Marshall is the CIO for The William and Flora Hewlett Foundation, where she oversees a $13...

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Morgan Housel – Same as Ever (EP.359)

Morgan Housel is a partner at Collaborative Fund, blogger about behavior and money, and author of...

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

Morgan Housel is a partner at Collaborative Fund and one of my favorite writers about investing....

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2023 Top Episode #1: Seth Klarman – Timeless Value Investing, EP.328

We’re counting down the top 5 episodes of 2023. The number one episode of the year, and the...

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2023 Top Episode #2: Dmitry Balyasny – Multi-Strategy Platform at BAM, EP.341

We’re counting down the top 5 episodes of 2023. Number three covered private credit and number...

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2023 Top Episode #3: Kipp deVeer – The World of Private Credit at Ares, EP.329

We’re counting down the top 5 episodes of 2023. At number three, Kip DeVeer and the world of...

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2023 Top Episode #4: Stan Miranda – Modern Endowment Model at Partners Capital, EP.334

We’re counting down the top 5 episodes of 2023. Coming in at number four is Stan Miranda, the...

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