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Gregg Lemkau - The Evolution of MSD

Episode 291

Gregg Lemkau is the CEO of MSD Partners, the investment firm with roots as Michael Dell's family office. MSD was formed in 1998 to manage $400 mill…

3 years, 2 months ago

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Neal Foard – The Art of Storytelling

Episode 290

Neal Foard is a twenty-five-year advertising and marketing executive who specializes in the art of storytelling. Neal has ranked among the top ten mo…

3 years, 2 months ago

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2022 Top Episode #1: Sam Zell – Common Sense and Uncommon Profits, EP. 253

This week, we're counting down the top 5 episodes of 2022.

Without further ado, the number 1 show of 2022 is Sam Zell – Common Sense and Uncommon Pr…

3 years, 2 months ago

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2022 Top Episode #2: Todd Boehly – The Next Berkshire Hathaway at Eldridge, EP. 223

This week, we're counting down the top 5 episodes of 2022.

Coming in at number 2 is Todd Boehly – The Next Berkshire Hathaway. Todd is the Co-founde…

3 years, 2 months ago

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2022 Top Episode #3: Paul Enright – Inside Long-Short Equity Investing, EP. 264

This week, we're counting down the top 5 episodes of 2022.

Weighing in at number 3 is Paul Enright - Inside Long Short investing. Paul is a private …

3 years, 2 months ago

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2022 Top Episode #4: Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game, EP. 261

This week, we're counting down the top 5 episodes of 2022.

Coming in at number 4 is Rob Citrone - Emerging Markets, hedge funds, and staying in the …

3 years, 2 months ago

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2022 Top Episode #5: Annie Duke – The Power of Quitting, EP.273

Annie Duke is a former professional poker player, decision making expert, best-selling author, and fortunately, a repeat guest on the show. Our first…

3 years, 2 months ago

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Year in Review 2022 (Capital Allocators, EP. 289)

Episode 289

It's that time of year where I share my annual letter and a rundown of the top episodes of 2022.

We're adding a little drama to the results this yea…

3 years, 2 months ago

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JUST RELEASED: CD&R on Private Equity Deals

The final episode of Season One of Private Equity Deals released this morning. I'm joined by Ravi Sachdev and Ron Williams from CD&R. Ravi is a speci…

3 years, 2 months ago

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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, 3 months ago

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