Podcast Episodes
Back to Search[REPLAY] Marko Papic – Geopolitical Alpha at Clocktower Group
Marko Papic is the Chief Strategist at Clocktower Group, where he provides research on geopolitics, macroeconomics, and markets. Marko recently publi…
11 months ago
[REPLAY] James Aitken – Macro Strategist Extraordinaire
Australian James Aitken is the Founder and Managing Partner of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon, England that …
11 months ago
Howard Marks – Navigating Private Credit
Episode 439
Howard Marks is a renowned investment thinker and the co-founder and co-chairman of Oaktree Capital Management, a leading global investment firm over…
11 months, 1 week ago
WTT: Private Equity Investing in 2030
This WTT – PE Investing in 2030 - takes a look at the playbook for investing in private equity and how the current period of liquidity challenges mig…
11 months, 2 weeks ago
Meghan Reynolds – Art of Capital Formation
Episode 438
Meghan Reynolds is Partner and Head of Capital Formation & Talent at Altimeter Capital, a leading technology-focused investment firm founded by Brad …
11 months, 2 weeks ago
SPECIAL ANNOUNCEMENT: Capital Allocators Coaching
We are excited to launch our latest initiative - Capital Allocators Coaching.
We've brought together a team of retired CIOs and asset management exe…
11 months, 2 weeks ago
Ed Grefenstette – Bold Allocations at The Dietrich Foundation
Episode 437
Ed Grefenstette is the CIO of The Dietrich Foundation, which supports charitable organizations in Western Pennsylvania through a truly unique investm…
11 months, 3 weeks ago
Alex Sacerdote – Riding S-Curves at Whale Rock
Episode 436
Alex Sacerdote is the founder of Whale Rock Capital Management, a technology-focused investment firm that manages $8 billion across hedge fund, long …
1 year ago
Shannon O'Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation
Episode 435
Shannon O'Leary is the CIO of the St Paul & Minnesota Foundation, where she oversees $1.8 billion for the community foundation that aspires to create…
1 year ago
David Zorub - Navigating Hedge Fund Headwinds at Parsifal
Episode 434
David Zorub is the Founder and CIO of Parsifal Capital Management, a $1.5 billion hedge fund that invests in a concentrated portfolio of longs and sh…
1 year ago