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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…

3 years ago

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[REPLAY] - Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

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…

3 years ago

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Carol Geremia - Creating Long-Term Value for (almost) 100 Years at MFS

Episode 287

Today's sponsor insight is from MFS, the $528 billion asset managers founded in 1924 and credited with creating the first ever mutual fund.

Carol Ge…

3 years, 1 month ago

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Charley Ellis - Figuring Out Investing and Vanguard

Episode 286

Charley Ellis is an investment luminary, founder of Greenwich Associates, author of seventeen investment books, longtime member of Yale's Investment …

3 years, 1 month ago

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[REPLAY] Charley Ellis – The Magic of David Swensen (Capital Allocators, EP.197)

Charley Ellis is the founder of Greenwich Associates, author of sixteen investment books, and now a three-time guest on the show. The bookends of his…

3 years, 1 month ago

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[REPLAY] Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)

Charley Ellis is one of the most highly regarded experts in the investment business.  After spending nearly a decade as an equity research analyst in…

3 years, 1 month ago

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JUST RELEASED: Advent International on Private Equity Deals

The seventh episode of Season One of Private Equity Deals released this morning. I'm joined by Tricia Glynn, Managing Director at Advent Internationa…

3 years, 1 month ago

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Sachin Khajuria – Two and Twenty, An Insider's Take on Private Equity

Episode 285

Sachin Khajuria is a former partner at Apollo and twenty-five-year veteran of private equity who recently authored "Two and Twenty," a fantastic insi…

3 years, 1 month ago

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Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management

Episode 284

Today's show is both a sponsor insight and another empty room, an exciting investment opportunity where few are paying attention. This time, it's CLO…

3 years, 1 month ago

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Charles Van Vleet – Thinking Differently with Pensions at Textron

Episode 283

Charles Van Vleet is the CIO of Textron, where he manages $10 billion in defined benefit assets and $5 billion of defined contribution assets. Charle…

3 years, 1 month ago

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