Podcast Episodes

[REPLAY] Annie Duke – Thinking More in Bets (Capital Allocators, EP.76)

My guest on today's show once again is Annie Duke, decision-making expert, former world-famous poker player, and author of the best seller, Thinking …

5 years, 10 months ago

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Sandra Robertson – Calibrating Oxford's Portfolio in a Crisis

Episode 131

Sandra Robertson, OU Endowment Management's esteemed CEO and CIO, rejoined me for an update on how she and her team have been navigating the markets.…

5 years, 11 months ago

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Sandra Robertson – Oxford's Queen of Endowment Management

Episode 130

Sandra Robertson is the CEO and Chief Investment Officer of OU Endowment Management Ltd, a subsidiary company of the University of Oxford that manage…

5 years, 11 months ago

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Steve Nelson – Assisting Private Equity Allocators Through Turbulent Times at ILPA

Episode 129

Steve Nelson is CEO of the Institutional Limited Partners Association or ILPA, a non-profit that engages, empowers and connects limited partners (LPs…

5 years, 11 months ago

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Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)

Eric Peters is the founder and CIO One River Asset Management, an investment manager dedicated to delivering high conviction absolute-return strategi…

5 years, 11 months ago

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Mark Baumgartner – Allocating in a Crisis at IAS

Episode 128

Mark Baumgartner is the CIO of the Institute for Advanced Study, where he oversees a $1 billion portfolio. I reached out to Mark in this rapidly chan…

5 years, 11 months ago

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[REPLAY] Mark Baumgartner – Luck, Risk and Uncertainty as CIO for the Institute for Advanced Study (Capital Allocators, EP.77)

Mark Baumgartner is the CIO of the Institute for Advance Study, where he oversees a $1 billion portfolio that seeks to achieve just median returns bu…

5 years, 11 months ago

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[REPLAY] Jen Prosek – Branding an Asset Management Firm (Capital Allocators, EP.81)

Jennifer Prosek is the founder and CEO of Prosek Partners, a leading international public relations and financial communications consultancy with off…

5 years, 11 months ago

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Ben Inker – Value Investing at GMO (First Meeting, EP.17)

Ben Inker is the head of the Asset Allocation team at GMO, a $60 billion asset manager known for its value bias under founder Jeremy Grantham.  Ben j…

5 years, 11 months ago

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Michael Mauboussin – Consilient Observations in a Crisis

Episode 127

Michael Mauboussin is the Head of Consilient Research at Counterpoint Global and fortunately, a regular guest on the show. Michael is an astute resea…

5 years, 11 months ago

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