Capital Allocators

A weekly Business, Investing and Management podcast
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Episodes of Capital Allocators

On today’s Manager Meeting, Paul Black speaks to Ryan Batchelor.  Paul is a popular past guest on the show and the Co-CEO of WCM Investment Management.  Ryan is the Co-Founder and Portfolio Manager at Clifford Capital Partners, a $320 million v
Katie Hall is the Founder and Co-Chair of Hall Capital Partners, a $40 billion OCIO for high-net-worth families, endowments and foundations. She launched Hall Capital with the backing of Don Fisher, Warren Hellman and recent Presidential candid
On today’s manager meeting, Mario Therrien speaks with Leda Braga. Mario is a two-time past guest on the show and is the Head of Investment Funds and External Management at Caisse de dépôt et placement du Québec (CDPQ). CDPQ oversees $300 billi
Three years ago, Paul Black from WCM Investment Management joined me on the show for a very popular conversation. At the time, WCM managed $25 billion in global growth equities out of the limelight in Laguna Beach, CA.  Last year, I had a secon
You may remember my popular first meeting from a few years ago with Paul Black of WCM, then a $25 billion asset manager in Laguna Beach, CA. Since then, WCM has gone up and to the right in every way, they sold a minority piece of the business t
Paul Black is Co-CEO and portfolio manager at WCM Investment Management, a $26 billion manager of global equities that he joined when it was a $200 million boutique in 1989.  With so much of the institutional world, including my own training, f
On today’s show, Roz Hewsenian interviews Jan Garfinkle. Roz serves as the Chief Investment Officer of the Helmsley Charitable Trust, an $8 billion foundation dedicated to increasing access to health care. Jan is the founder of Arboretum Ventur
Jennifer Heller is the President and Chief Investment Officer of Brandywine Group Advisors, Inc., a subsidiary of Brandywine Trust Group. Jenny manages $12 billion of ‘family endowments’ that are effectively permanent capital if well invested a
Jenny Heller is the President and Chief Investment Officer of Brandywine Trust Group.  Brandywine formed 25 years ago to manage the capital for a small group of families that all share a long-term, multi-generational time horizon. Today, it ove
On today’s manager meeting, Tim McCusker speaks with Rick Rieder. Tim is the Chief Investment Officer at NEPC, one of the industry’s largest independent investment consultants with over $1.3 trillion assets under advisement. Rick is BlackRock’s
Matt Spielman is the Founder and CEO of Inflection Point Partners an executive coaching practice he launched after a twenty-year career in the financial and corporate world. Matt partners with high-performing executives and their teams in asset
On today’s manager meeting, Donna Snider speaks with Bruce Martin. Donna was a past guest on the show when named Institutional Investor’s top CIO of the future.  Sure enough, today she serves as the Chief Investment Officer at Hackensack Meridi
My guests on today’s show are financial journalists Max Frumes and Sujeet Indap, co-authors of “The Caesars Palace Coup,” a book detailing the bankruptcy of Caesars Entertainment. Coming off the heels of our Private Equity Masters mini-series,
Today’s show is a special sponsor insight highlighting an example of the terrific research that comes out of Pitchbook. My guest is Wylie Fernyhough, PitchBook’s lead private equity analyst, where he produces industry research and dives deep on
On today’s show, Stephen Gilmore interviews Greg Jensen. Stephen is the Chief Investment Officer at New Zealand Super Fund, the NZD $59 billion (USD $41 billion) innovative sovereign wealth fund whose CEO Matt Whineray was a former guest on Cap
Our Private Equity Masters mini-series concludes with Chuck Davis, the CEO and Chairman of the Investment Committee at Stone Point Capital. Stone Point has invested $21 billion across 135 businesses, all in the financial services industry. Prio
On today’s manager meeting, Kristen VanGelder speaks with Jonathan Lewinsohn. Kristen is Deputy Chief Investment Officer at Evanston Capital, a $4 billion hedge fund of funds whose CEO and CIO, Adam Blitz, was a past guest on the show. She’s sp
Orlando Bravo is a Founder and Managing Partner of Thoma Bravo, a private equity firm focused on software and technology companies with over $78 billion in assets under management. Among his many accolades, Forbes named Orlando “Wall Street’s b
On today’s manager meeting, Jim Dunn speaks with Julia Bonafede. Jim is a past guest on the show and the CEO and CIO of Verger Capital, an OCIO whose anchor client is Wake Forest University.  Jim previously served as CIO of Wake Forest and befo
Doug Ostrover is the Co-Founder and CEO of Blue Owl Capital, a public company borne out of a merger combining Owl Rock Capital and Dyal Capital. Doug is also the CEO and Co-CIO of Owl Rock Capital Partners, a direct lender to middle-market comp
On today’s show, Tom Lenehan interviews Bill Ford. Tom was a very early guest on the show while at Rockefeller University and earlier this year took over as CIO of the $1.6 billion Wallace Foundation.  Bill is Chairman and CEO of General Atlant
Virginie Morgon is the CEO of Eurazeo, a publicly listed asset manager that’s one of Europe’s leading private equity investors with more than $26 billion in assets, including $8 billion in permanent capital, across private equity, private debt,
On today’s manager meeting, Joel Wittenberg speaks with Eli Casdin. Joel is the former Chief Investment Officer of the W.K. Kellogg Foundation, one of the largest philanthropic foundations in the U.S. Eli is the Founder and Chief Investment Off
David Rubenstein is the Co-Founder and Co-Chairman of The Carlyle Group. Founded back in 1987, Carlyle is one of the world’s largest and most diversified global investment firms with $260 billion in asset under management across three business
Alex Shahidi speaks with Jeremy Grantham. Alex is a past guest on the show and Co-CIO of Evoke Wealth and ARIS Consulting, a $19 billion registered investment advisor he co-founded in 2014.  Jeremy is the famed leader of money manager GMO, over
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