Τα καλύτερα Allocators podcast (2025)

1
Ron Biscardi and Katie O'Reilly - Maximizing Value at Conferences (EP.425) 25:30

4d ago25:30

25:30

The beginning of a new year brings with it time for reflection and the renewal of rituals. We reflect on our personal and professional lives, set goals for the coming year, and start sprinting towards those goals – hopefully with enough time to calibrate our personal GPS. One part of the ritualistic sprint is conference season. Industry leaders gat…

1
Top 5 of 2024: #1: Scott Bessent - EP.415 1:02:52

7d ago1:02:52

1:02:52

We're counting down the top 5 episodes of 2024. The top episode this year is perhaps the most timely of our 500 as well. It's Episode 415 with Scott Bessent, a brilliant macro thinker and the cabinet nominee for Secretary of Treasury. The position created by Alexander Hamilton. I was an investor in Scott's first hedge fund, a partner of his for fou…

1
Top 5 of 2024: #2: Michael Milken - EP.371 1:13:32

8d ago1:13:32

1:13:32

We're counting down the top 5 episodes of 2024. Clocking in at number two is Mike Milken, Episode 3 71. Mike single-handedly developed the high yield market, which has fueled the growth of private equity ever since. When paired with the subsequent episode with his longtime attorney, Richard Sandler, the conversations offer a fresh perspective on Mi…

1
Top 5 of 2024: #3: Cliff Asness - EP.385 1:09:34

9d ago1:09:34

1:09:34

We're counting down the top 5 episodes of 2024. Coming in at number three is Episode 385 with the irrepressible Cliff Asness from AQR. Cliff is part brilliant quant and part standup comic. That combination always makes for an entertaining conversation, chockfull of research-backed insights. Head of Business Development Job Posting Learn More Follow…

1
Top 5 of 2024: #4: Ricky Sandler - EP.414 1:05:18

10d ago1:05:18

1:05:18

We're counting down the top 5 episodes of 2024. Coming in at number four is Episode 414 with Ricky Sandler from Eminence Capital. Ricky discusses his 30 years in the business of investing long and short equities and the adjustments he's had to make to his investment and business strategies to continue to thrive in ever-changing conditions. Take Cap…

1
Year in Review 2024 (EP.424) 30:59

11d ago30:59

30:59

For this year’s annual review, our CEO Hank Strmac and I sat down to discuss where we’ve been and where we’re headed. Our conversation covers the best blogs and podcasts of the year, my investment activity, what’s top of mind for allocators and managers, our upcoming podcasts, Summits, and CAU education courses in 2025, the team who makes it all ha…

1
Top 5 of 2024: #5: Alex Behring, Daniel Schwartz - EP.384 1:12:17

11d ago1:12:17

1:12:17

We're counting down the top 5 episodes of 2024. Coming in at number five is Episode 384 with Alex Behring and Daniel Schwartz of 3G Capital, discussing their unique private equity organization and their wildly successful purchase of Burger King. Take Capital Allocator’s Audience Engagement Survey Learn More Follow Capital Allocators at @tseides or …

1
Training Grounds: Wellington Management – Jean Hynes (EP.423) 48:23

18d ago48:23

48:23

Today’s show is our third in the Training Grounds mini-series, following Carnegie Corporation and Bain Capital to better understand how certain organizations have developed industry leaders. Wellington Management is one of the world’s largest, privately held asset managers, managing over $1.3 trillion in assets with 875 investment professionals acr…

1
Eric Peters - Paradigm Shifts and Solutions at One River (EP.422) 39:41

25d ago39:41

39:41

Eric Peters leads both One River Asset Management and Coinbase Asset Management and writes a widely dispersed blog called Wknd Notes, in which he shares macro insights. He’s twice been a guest on the show, discussing his bespoke macro investment strategy four years ago and the case for Bitcoin three years ago. Both conversations are replayed in the…

1
[REPLAY] Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180) 56:31

25d ago56:31

56:31

Eric Peters is the founder and CIO One River Asset Management, where he searches for high conviction strategies coming out of his team’s expertise trading and investing in thematic macro, volatility, systematic, and inflation strategies – each as it turns out, turned his focus on study bitcoin and cryptocurrencies. Eric made news in November when h…

1
[REPLAY] Eric Peters – Trading and Evolution at One River (First Meeting, EP.18) 49:50

25d ago49:50

49:50

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, systematic, and inflation trading/investing. Eric has been a long-time trader and writes a widely dis…

1
Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421) 1:02:49

1M ago1:02:49

1:02:49

Consolidation in asset management is one of the industry's most important trends. When any industry enters a mature phase, consolidation brings the benefits of economies of scale, product depth, and broader services to meet client demands. We’ve seen a rising tide of merger activity in recent years, effecting both asset managers and allocators alik…

1
Chris Heller - Ten Years of Weird Alternatives (EP.420) 52:38

1M ago52:38

52:38

Chris Heller is the Co-Founder of Cordillera Investment Partners, a $1.6 billion manager of non-correlated, niche investments, or weird alternatives. Cordillera looks for investments ahead of the crowd that offer compelling returns and significant diversification. Chris came on the podcast two years ago in our Manager Meeting series interviewed by …

1
[REPLAY] Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP.28) 42:48

1M ago42:48

42:48

On today’s Manager Meeting, Greg Dowling interviews Chris Heller. Greg is the Co-CIO and Head of Research for Fund Evaluation Group, an institutional OCIO and investment consultant with $83 billion in assets under advisement. Chris is Co-Founder and Co-Managing Partner at Cordillera Investment Partners, a $1.2 billion alternative investment fund th…

1
Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419) 1:08:22

2M ago1:08:22

1:08:22

Matt Bank is the Deputy Chief Investment Officer at GEM, an OCIO that manages $12 billion for forty clients. GEM was founded in 2007 by investment leaders at The Duke Endowment and Duke University Investment Management Company. Our conversation covers Matt’s path to investing under recent guest David Salem and lessons learned about risk and governa…

1
Jeff Glass - Home Equity Investment at Hometap (EP.418) 55:25

2M ago55:25

55:25

Jeff Glass is the Cofounder and CEO of Hometap Equity Partners, a novel platform with $1 billion of investments alongside a mission to allow homeowners to access their home equity without having to sell, stress, or borrow. Jeff started the business eight years ago after a series of successes as an entrepreneur followed by seven years investing at B…

1
Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417) 56:32

2M ago56:32

56:32

Jon Glidden is the CIO of Delta Air Lines, where he oversees the company’s $16 billion pension fund. Jon joined Delta in 2011, when the plan had $7.5 billion in assets, a $13 billion underfunded liability, and the highest actuarial expected rate of return (9%) of any company in the S&P 500. Despite funded status that threatened the solvency of the …

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1
Ron Biscardi and Katie O'Reilly - Maximizing Value at Conferences (EP.425) 25:30

1
Top 5 of 2024: #1: Scott Bessent - EP.415 1:02:52

1
Top 5 of 2024: #2: Michael Milken - EP.371 1:13:32

1
Top 5 of 2024: #3: Cliff Asness - EP.385 1:09:34

1
Top 5 of 2024: #4: Ricky Sandler - EP.414 1:05:18

1
Year in Review 2024 (EP.424) 30:59

1
Top 5 of 2024: #5: Alex Behring, Daniel Schwartz - EP.384 1:12:17

1
Training Grounds: Wellington Management – Jean Hynes (EP.423) 48:23

1
Eric Peters - Paradigm Shifts and Solutions at One River (EP.422) 39:41

1
[REPLAY] Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180) 56:31

1
[REPLAY] Eric Peters – Trading and Evolution at One River (First Meeting, EP.18) 49:50

1
Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421) 1:02:49

1
Chris Heller - Ten Years of Weird Alternatives (EP.420) 52:38

1
[REPLAY] Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP.28) 42:48

1
Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419) 1:08:22

1
Jeff Glass - Home Equity Investment at Hometap (EP.418) 55:25

1
Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417) 56:32

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