Capital Allocators

2023 Top Episode #5: Gregg Lemkau – The Evolution of MSD, EP.291

We’re counting down the top 5 episodes of 2023. Kicking us off at number five, is Greg Lemkau,...

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• 4 meses

Year in Review 2023 (EP.358)

It's that time of year when I share my annual letter and a rundown of the top episodes of 2023....

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• 4 meses

Gary Sernovitz - Inside the CIO Seat (EP.357)

Gary Sernovitz is Managing Director at Lime Rock Partners, an oil and gas-focused private equity...

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• 4 meses

Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)

Today's Sponsored Insight features, Thomas Haugaard, a portfolio manager on the Emerging Markets...

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• 4 meses

[REPLAY] Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

Today’s episode of Manager Meetings is our first sponsored show, with our friends at Janus...

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• 4 meses

[REPLAY] Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)

On today’s show we’ll discuss another empty room – an opportunity ignored by most investors...

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• 4 meses

Marcia Page – Corn Capitalist with a Velvet Hammer at Värde and MPowered (EP.355)

Marcia Page is the Co-Founder and Executive Chair of Värde Partners and Founder and CEO of...

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• 4 meses

Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund (EP.354)

Nicolai Tangen is the CEO of Norges Bank Investment Management, where he oversees the $1.3...

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• 5 meses

Michael Levy – Crow Family Real Estate Empire (EP.353)

Michael Levy is the CEO of Crow Holdings, the family real estate empire initiated by Trammel Crow...

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• 5 meses

Ted Seides – Unlocking Investment Wisdom (EP.352)

Happy Thanksgiving to everyone. For a little turkey treat, today’s show has me on the other side...

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• 5 meses

Chad Hutchinson – Professional Athlete to Professional Investor in Sports (EP.351)

Chad Hutchinson is a partner at Arctos Partners, a private equity firm best known as the leading...

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• 5 meses

Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)

Rick Heitzmann is the founder and Managing Partner of FirstMark Capital, a network-driven seed...

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• 5 meses

Ted Martell – Empty Rooms: Commercial Real Estate NPLs in NYC at Maverick Real Estate (EP.349)

On today’s sponsored insight, we’ll discuss another empty room – an opportunity ignored by most...

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• 5 meses

Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)

Allison Thacker is the President and Chief Investment Officer of Rice Management Company, where...

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• 6 meses

Bruce Ou – Private Market Investing at GroveStreet (EP.347)

Bruce Ou is the Managing Partner of GroveStreet, a boutique firm that has invested $10 billion in...

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• 6 meses

Tim Lyne – Three Decades of Private Credit at Antares (EP.346)

This Sponsored Insight features Tim Lyne, the CEO of Antares Capital, a private credit manager...

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• 6 meses

Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)

Raelan Lambert, John Jackson, and Erik Sebusch are three of the leaders at Mercer Alternatives,...

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• 6 meses

Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)

Isaac Corre is the founder, CEO, and Portfolio Manager of Governors Lane, a hedge fund he...

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• 6 meses

WTT - NAV Loans: Canary or the Gold Mine?

NAV loans are the latest development in private equity. Private credit managers see NAV loans as...

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• 6 meses

Finny Kuruvilla – The Fourth Source of Alpha at Eventide (EP.343)

This Sponsored Insight features Finny Kuruvilla, the Co-Chief Investment Officer, Founding...

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• 6 meses