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Ana Marshall – The Climb to Investment Excellence

Episode 360

Ana Marshall is the CIO for the $14 billion William and Flora Hewlett Foundation and a two-time past guest on the show. This time around, we discuss …

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[REPLAY] Ana Marshall – Preparing for the New Environment at Hewlett

Episode 288

Ana Marshall is the CIO for The William and Flora Hewlett Foundation, where she oversees a $13 billion pool of capital. Ana joined Hewlett eighteen y…

2 years ago

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[REPLAY] Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation

Ana Marshall is the Vice President and Chief Investment Officer for The William and Flora Hewlett Foundation, where she oversees a $10.5 billion pool…

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Morgan Housel – Same as Ever

Episode 359

Morgan Housel is a partner at Collaborative Fund, blogger about behavior and money, and author of The Psychology of Money. The book has sold 4.5 mill…

2 years ago

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[REPLAY] Morgan Housel – The Psychology of Money

Morgan Housel is a partner at Collaborative Fund and one of my favorite writers about investing. Morgan recently released his first book, The Psychol…

2 years ago

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2023 Top Episode #1: Seth Klarman – Timeless Value Investing

We're counting down the top 5 episodes of 2023.


The number one episode of the year, and the number one episode of all time, Seth Klarman – Timeless …

2 years ago

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2023 Top Episode #2: Dmitry Balyasny – Multi-Strategy Platform at BAM

We're counting down the top 5 episodes of 2023.


Number three covered private credit and number two covers the other most topical strategy of the yea…

2 years ago

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

We're counting down the top 5 episodes of 2023.


At number three, Kip DeVeer and the world of private credit at Ares. The subject of private credit w…

2 years ago

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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 modern endowment model at Partners Capital. Stan's ori…

2 years ago

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Year in Review 2023

Episode 358

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


Like last year, we'll be counting down the top 5 epi…

2 years ago

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