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Jeffrey Solomon – Vision, Tenacity, and Empathy


Episode 9


Jeffrey Solomon is the President of publicly listed Cowen Group (TK: COWN), a financial services company focused on supporting and providing active management to the marketplace. After graduating fro…


Published on 8 years, 3 months ago

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Charley Ellis – Multiple Ways to Win


Episode 8


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 the 1960s, Charley founded financial services con…


Published on 8 years, 3 months ago

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Jennifer Heller – Thinking it Through


Episode 7


Jenny Heller is the President and Chief Investment Officer of Brandywine Trust Group.  Brandywine formed 25 years ago to manage the capital for a small group of families that all share a long-term, m…


Published on 8 years, 3 months ago

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Josh Brown – When Witchcraft Failed


Episode 6


Josh Brown is the CEO of Ritholz Wealth Management, a NYC based financial advisor that helps people align their investments with their financial goals. He is well known in social media financial circ…


Published on 8 years, 4 months ago

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The Bet with Buffett


Episode 5


Today’s show is a little different from my ongoing series of conversations with Capital Allocators.  As you probably know, about 9½ years ago I made a bet with a certain Oracle, in Omaha, that pitted…


Published on 8 years, 4 months ago

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Tom Lenehan – Perpetual Thinking at Rockefeller University


Episode 4


Tom Lenehan is the Deputy Chief Investment Officer of The Rockefeller University, where he helps lead the management of the University’s $2B endowment.  Rockefeller University is a unique duck – with…


Published on 8 years, 4 months ago

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Brett Barth – Asset Allocation for Families


Episode 3


Brett Barth is a founder and the CIO of BBR Partners. BBR manages north of $12.5B on behalf of 125 families in its multi-family office. In this episode, we start talking about raising twins, a family…


Published on 8 years, 4 months ago

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André Perold – Academic Practitioner


Episode 2


André Perold is the Chief Investment Officer and Co-Managing Partner at HighVista Strategies, where for the last dozen years he has sat at the helm of a now $3 billion fund that takes a multi-asset c…


Published on 8 years, 5 months ago

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Steven Galbraith – Five Tool Player


Episode 1


My first guest on Capital Allocators is Steve Galbraith, an investment manager, brilliant writer, engaging thinker and one of the most well-liked men on Wall Street.  Steve’s career has touched every…


Published on 8 years, 5 months ago

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Published on 8 years, 5 months ago





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