Podcast Episodes
Back to SearchFriends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
Episode 271
Last year, four of my oldest friends in the business and I got together to banter about a range of investment topics. Now admittedly, I pretty much h…
3 years, 6 months ago
SPECIAL ANNOUNCEMENT: Private Equity Deals Podcast
I'm excited to share the first episode of a new podcast called Private Equity Deals.
Much like Capital Allocators, we'll share investment conversati…
3 years, 6 months ago
Greg Lippmann – The Big Short and Structured Credit at LibreMax
Episode 270
Greg Lippmann is the co-founder and Chief Investment Officer of LibreMax, an $8 billion asset management firm specializing in structured products. Gr…
3 years, 6 months ago
Ted Seides – Insights on investing and podcasting
Episode 269
Every so often, I share my thoughts on investing on the other side of the mic. And occasionally, those ideas are different from what I've shared in t…
3 years, 6 months ago
Allan Jean-Baptiste and Marco DeMeireles – Under-covered Venture Markets and Teams at Ansa Capital (Manager Meetings, EP.36)
On today's Manager Meeting, Andy Golden interviews Allan Jean-Baptiste and Marco DeMeireles of Ansa Capital. Andy is President of PRINCO where he has…
3 years, 6 months ago
Rodrigo Bitar – Empty Rooms: Investing in Venezuela
Episode 268
On today's show we'll discuss a classic empty room – an opportunity ignored by most investors. In this case, we dive into the investment case for Ven…
3 years, 6 months ago
Carla Harris – Pearls of Career Wisdom
Episode 267
Carla Harris is a Senior Client Advisor at Morgan Stanley, the most recent of many posts in her 35-year career at the firm that included serving as V…
3 years, 6 months ago
Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
On today's Manager Meeting, David Huang interviews Howard Smith. David is an Associate Director at UTIMCO, the $66 billion investment company that ma…
3 years, 7 months ago
Paul Enright – Inside Long-Short Equity Investing
Episode 266
Paul Enright is a private investor managing his own capital under single family office, Krainos Capital. Paul opened Krainos after a dozen years at V…
3 years, 7 months ago
Brent Montgomery – The Disney Flywheel at Wheelhouse
Episode 265
Brent Montgomery is the CEO of Wheelhouse Group, a family office where he creates entertainment content and a venture capital fund that invests in bu…
3 years, 7 months ago