Podcast Episodes
Back to Search[REPLAY] - Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
You may remember my popular first meeting from a few years ago with Paul Black of WCM, then a $25 billion asset manager in Laguna Beach, CA. Since th…
4 years, 6 months ago
[REPLAY] - Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
Paul Black is Co-CEO and portfolio manager at WCM Investment Management, a $26 billion manager of global equities that he joined when it was a $200 m…
4 years, 6 months ago
Jan Garfinkle – Arboretum Ventures (Manager Meetings, EP.09)
On today's show, Roz Hewsenian interviews Jan Garfinkle. Roz serves as the Chief Investment Officer of the Helmsley Charitable Trust, an $8 billion f…
4 years, 6 months ago
Jennifer Heller – Beginner's Mind with Professional Wisdom at Brandywine
Episode 211
Jennifer Heller is the President and Chief Investment Officer of Brandywine Group Advisors, Inc., a subsidiary of Brandywine Trust Group. Jenny manag…
4 years, 6 months ago
[REPLAY] - Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)
Jenny Heller is the President and Chief Investment Officer of Brandywine Trust Group. Brandywine formed 25 years ago to manage the capital for a sma…
4 years, 6 months ago
Rick Rieder – BlackRock (Manager Meetings, EP.08)
On today's manager meeting, Tim McCusker speaks with Rick Rieder. Tim is the Chief Investment Officer at NEPC, one of the industry's largest independ…
4 years, 6 months ago
Matt Spielman – Executive Coaching in Asset Management
Episode 210
Matt Spielman is the Founder and CEO of Inflection Point Partners an executive coaching practice he launched after a twenty-year career in the financ…
4 years, 6 months ago
Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)
On today's manager meeting, Donna Snider speaks with Bruce Martin. Donna was a past guest on the show when named Institutional Investor's top CIO of …
4 years, 6 months ago
Max Frumes and Sujeet Indap –Inside the Sausage Factory of the Caesar's Restructuring
Episode 209
My guests on today's show are financial journalists Max Frumes and Sujeet Indap, co-authors of "The Caesars Palace Coup," a book detailing the bankru…
4 years, 7 months ago
Wylie Fernyhough – Private Equity Stakes
Episode 208
Today's show is a special sponsor insight highlighting an example of the terrific research that comes out of Pitchbook. My guest is Wylie Fernyhough,…
4 years, 7 months ago