WTT: The Investment Office Playbook - What Managers Don’t See

FromCapital Allocators – Inside the Institutional Investment Industry

Start listening View podcast show

WTT: The Investment Office Playbook - What Managers Don’t See

FromCapital Allocators – Inside the Institutional Investment Industry

ratings:

Length:

10 minutes

Released:

Apr 6, 2024

Format:

Podcast episode

Description

I've been thinking about the investment office playbook and what managers don't see when they meet with allocators. Read Ted’s blog here.

Released:

Apr 6, 2024

Format:

Podcast episode

Titles in the series (100)

Through conversations with leaders in the money game, we explore how these holders of the keys to the kingdom allocate their time and their capital. New episodes release on Monday's

Skip carousel

Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20): Kip McDaniel is the Chief Content Officer and Editorial Director at Institutional Investor. Prior to joining II a year ago, Kip spent seven years as the Founding Editor and Editor-in-Chief of CIO Magazine, a media platform that led him to interview 2,00 by Capital Allocators – Inside the Institutional Investment Industry
67 min listen
David "Bull" Gurfein - Interdisciplinary Lessons from the Marines (Capital Allocators, EP.10): David Gurfein is a decorated Marine Corps Combat veteran whose nickname “Bull” fits the bill. Enlisting at age 17, Bull drove tanks and was an honor graduate from Officer Candidate School while attending Syracuse University. Upon graduation from colle by Capital Allocators – Inside the Institutional Investment Industry
73 min listen
The Bet with Buffett (Capital Allocators, EP.05): 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 the performance of a group of five hedge fund of fun by Capital Allocators – Inside the Institutional Investment Industry
70 min listen
Capital Allocators Trailer: Welcome to the Capital Allocators Podcast Learn More Read the Subscribe to the Don't Subscribe, but Write a review on Follow Ted on twitter at Review past episodes of the by Capital Allocators – Inside the Institutional Investment Industry
1 min listen
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 small group of families that all share a long-term, multi-generational time horizon. Today, it oversees almos by Capital Allocators – Inside the Institutional Investment Industry
54 min listen
Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08): 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 consulting firm Greenwich Associates in 1972 to help instit by Capital Allocators – Inside the Institutional Investment Industry
71 min listen
Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24): Jim Dunn is the CEO and CIO of Verger Capital Management, an Outsourced CIO business whose anchor client is Wake Forest University. Prior to forming Verger, he served as CIO of Wake Forest for five years. That transition from a sole client to an OCIO busi by Capital Allocators – Inside the Institutional Investment Industry
64 min listen
Chatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22): Chatri Sityodtong is the Founder and Chairman of ONE Championship, Asia’s largest sports media property. Chatri started his career as many listening to this show have: he graduated from Tufts University, worked at Fidelity Investments and Bain Consultin by Capital Allocators – Inside the Institutional Investment Industry
65 min listen
Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04): My guest on today’s show is Tom Lenehan, 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 a focused mission of im by Capital Allocators – Inside the Institutional Investment Industry
61 min listen
Jeffrey Solomon – Vision, Tenacity, and Empathy (Capital Allocators, EP.09): 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 from the University of Pennsylvania in 1988, Jeff deferred by Capital Allocators – Inside the Institutional Investment Industry
55 min listen
Thomas Russo – Buy and Hold...and Then What (Capital Allocators, EP.16): Tom Russo is the Managing Member of Gardner Russo & Gardner, where he manages $11 billion in a long only, global value strategy. Tom buys the stock of global consumer businesses with great brands and holds them for a really long time. He looks for busines by Capital Allocators – Inside the Institutional Investment Industry
59 min listen
Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06): My guest today is none other than Josh Brown. Josh 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 circles for his de by Capital Allocators – Inside the Institutional Investment Industry
65 min listen
Thomas DeLong – Authentic Leadership (Capital Allocators, EP.18): Tom DeLong is a renown expert in organizational behavior, leadership, and human development of high performance professionals, the so called “soft skills” often dismissed in the asset management business. After starting an academic career under the wi by Capital Allocators – Inside the Institutional Investment Industry
55 min listen
André Perold – Academic Practitioner (Capital Allocators, EP.02): My guest on today’s show is André Perold. For those who know André, he needs no introduction. André is the Chief Investment Officer and Co-Managing Partner at HighVista Strategies by Capital Allocators – Inside the Institutional Investment Industry
49 min listen
Larry Kochard – Endowment Professor (Capital Allocators, EP.11): Larry Kochard is the CEO and CIO of the University of Virginia Investment Management Company (UVIMCO), where he provides leadership, connectivity to the University, and responsibility for the $8.5 billion long-term investment pool. Before joining UVIMCO by Capital Allocators – Inside the Institutional Investment Industry
65 min listen
Dan Schorr – Death, Ice Cream, and Entrepreneurship (Capital Allocators, EP.19): Dan Schorr is the founder and CIO, that’s Chief Ice Cream Officer, of Vice Cream, an early stage brand that is bringing back unapologetic indulgence to the ice cream industry. Dan has spent his career working with consumer brands, including Power Bar, S by Capital Allocators – Inside the Institutional Investment Industry
52 min listen
Clare Flynn Levy and Cameron Hight - Moneyball for Managers (Capital Allocators, EP.43): Our exploration of the use of modern data analytics to enhance investment results continues this week with two of the leading providers of tools for portfolio managers. My guests on today's show are Clare Flynn Levy and Cameron Hight, both former investm by Capital Allocators – Inside the Institutional Investment Industry
76 min listen
Andrew Golden – Beyond the Long Term (Capital Allocators, EP.13): Andy Golden is the President of Princeton University’s Investment Management Company (PRINCO). Having grown from $3B at the time of his arrival in 1995 to $22.5B today, PRINCO has been among the highest performing endowments in the world. Andy came to by Capital Allocators – Inside the Institutional Investment Industry
73 min listen
Mario Therrien – The Canadian Pension Model (Capital Allocators, EP.12): Mario Therrien is Senior Vice President of External Portfolio Management at Canadian asset manager Caisse de dépôt et placement du Québec (CDP). CDP oversees $270 billion Canadian ($200B in USD) for the pension funds in the province of Quebec. Mario jo by Capital Allocators – Inside the Institutional Investment Industry
50 min listen
Reflections – Hardly a Waste of Time (Capital Allocators, EP.15): A few months ago through a confluence of events, an idea came to me to share some conversations with great capital allocators that I’ve been fortunate to know from my time in the business. I lined up my first three guests, and didn’t know what would h by Capital Allocators – Inside the Institutional Investment Industry
13 min listen
Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03): My guest today is Brett Barth, 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 issue close to both of our hearts. From by Capital Allocators – Inside the Institutional Investment Industry
54 min listen
Chris Acito – Credit Where Credit is Due (Capital Allocators, EP.33): Chris Acito is the CEO and CIO of Gapstow Capital Partners, a credit-focused investment organization. Chris started his career as a management consultant and traversed to focus on asset management consulting around the founding of Casey, Quirk, and Acito. by Capital Allocators – Inside the Institutional Investment Industry
60 min listen
Chris Douvos – Venture Capital’s Super LP (Capital Allocators, EP.14): Chris Douvos is Managing Director at Venture Investment Associates, a fund that invests $1B in commitments to venture capital funds. Chris is responsible for the management of relationships with the funds’ managers and the identification and development by Capital Allocators – Inside the Institutional Investment Industry
70 min listen
Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29): Dr. Ashby Monk is the Executive and Research Director of the Stanford University Global Projects Center. He is also a Senior Research Associate at the University of Oxford, a Senior Advisor to the Chief Investment Officer of the University of California, by Capital Allocators – Inside the Institutional Investment Industry
60 min listen
Andy Redleaf - Evolution of Markets (Capital Allocators, EP.46): Andy Redleaf is the Founding Partner of Whitebox Advisors, a $5.5 billion multi-strategy hedge fund he founded in 1999 with primary offices in the metropolitan hubs of Minneapolis, Austin, and Sydney, Australia. Before founding Whitebox, Andy spen by Capital Allocators – Inside the Institutional Investment Industry
59 min listen
Larry Mestel – Making Music Royalties Sing (Capital Allocators, EP.30): Larry Mestel is the Founder and Co-CEO of Primary Wave, one of the largest independent full-service entertainment companies. Primary Wave Publishing, the music division Larry oversees, acquires and develops the rights to iconic song titles and works with by Capital Allocators – Inside the Institutional Investment Industry
39 min listen
Steven Galbraith – Five Tool Player (Capital Allocators, EP.01): 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. by Capital Allocators – Inside the Institutional Investment Industry
72 min listen
Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21): Richard Lawrence is the Chairman and Executive Director of The Overlook Group, a $5 billion investment organization focused on Asian equities that Richard founded in 1991. Over the past quarter-century, Overlook developed and implemented disciplined inves by Capital Allocators – Inside the Institutional Investment Industry
59 min listen
Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17): Adam Blitz is the CEO and Chief Investment Officer of Evanston Capital Management, a $5 billion hedge fund of funds manager with a decade and a half of industry leading performance. Adam joined Evanston at its inception in 2002 and leads investment resear by Capital Allocators – Inside the Institutional Investment Industry
63 min listen
David Barrett – Searching for Leaders (Capital Allocators, EP.26): David Barrett is the founder of David Barrett Partners, a leading executive search firm focused exclusively on buy-side asset management. Prior to founding DBP in 2005, he spent 19 years in the search business, including long stints at Russell Reynolds As by Capital Allocators – Inside the Institutional Investment Industry
40 min listen

More Episodes from Capital Allocators – Inside the Institutional Investment Industry

Skip carousel

Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382): Letitia Johnson is the CIO of Amherst College, where she manages the school's $4 billion endowment. After thirteen years working with twenty-five clients and attending over 1,000 Investment Committee meetings at Cambridge Associates, Letitia developed... by Capital Allocators – Inside the Institutional Investment Industry
58 min listen
David Morehead – Top Down Allocation at Baylor (EP.381): David Morehead is the CIO at Baylor University, where he oversees the $2.2 billion endowment. David came to Baylor thirteen years ago after an eighteen-year investment career that spanned every aspect of public markets investing. He created an... by Capital Allocators – Inside the Institutional Investment Industry
69 min listen
[REPLAY] Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172): Chris Dixon is a General Partner at Andreesen Horowitz, where he focuses on the a16z Crypto Funds. Before joining Andreesen in 2013, Chris co-founded, built and sold two technology companies and was a prolific seed investor, founding member of... by Capital Allocators – Inside the Institutional Investment Industry
61 min listen
[REPLAY] Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05): Chris Dixon is a General Partner at a16z where he leads Crypto investing, overseeing the largest pool in the space at $7 billion across four dedicated venture funds and a team of eighty professionals. Chris is one of the leading voices in the crypto... by Capital Allocators – Inside the Institutional Investment Industry
52 min listen
Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380): On today’s show, we’ll discuss another empty room – an opportunity ignored by most investors because they either don’t want to or can’t participate. We’ve shared conversations under this theme about a range of forgotten opportunities from... by Capital Allocators – Inside the Institutional Investment Industry
60 min listen
Shiloh Bates – CLO Investing at Flat Rock Global (EP.379): Shiloh Bates is the Chief Investment Officer at Flat Rock Global, an alternative credit manager specializing in the junior tranches of CLOs. Last year, Shiloh published CLO Investing, a comprehensive review of the structure, payoff rules, and... by Capital Allocators – Inside the Institutional Investment Industry
50 min listen
Nigel Dawn - Secondaries in Private Markets (EP.378): Nigel Dawn is the global head of Private Capital Advisory at Evercore, where he leads the secondaries business he started a decade ago. Under Nigel's leadership, Evercore had become the market leader in transaction volume and is involved in... by Capital Allocators – Inside the Institutional Investment Industry
41 min listen
Breeding Grounds – Carnegie Corporation of New York (EP.377): Today’s show is the first in an ongoing mini-series discussing Breeding Grounds, organizations that have developed and spawned future industry leaders. We’ll cover both allocators and managers to see what we can learn about developing talent. In... by Capital Allocators – Inside the Institutional Investment Industry
70 min listen
Blythe Masters - Fintech Innovation at Motive Partners (EP.376): Blythe Masters a Founding Partner of Motive Partners, a $6 billion specialist private equity platform that builds, backs, and buys technology companies that enable the financial services industry. Blythe spent 27 years at JP Morgan, starting as a... by Capital Allocators – Inside the Institutional Investment Industry
54 min listen
[REPLAY] Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110): Jonathan Tepper is the founder of , an economic research group that works with institutional managers, hedge funds, and allocators to provide objective and comprehensive data to form actionable ideas from leading indicators and emerging trends. He is... by Capital Allocators – Inside the Institutional Investment Industry
52 min listen
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375): Jonathan Tepper is the CIO of Prevatt Capital, a $450 million long only firm he founded in 2020 that takes a quality and value approach to own a concentrated portfolio of global monopolies. He is also the author of The Myth of Capitalism, a book we... by Capital Allocators – Inside the Institutional Investment Industry
50 min listen
Mike Freno – Confident Humility at Barings (EP.374): Mike Freno is the Chairman & CEO of Barings, a $400 billion global manager that invests across public and private fixed income, real assets, and capital solutions on behalf of its insurance company parent MassMutual and other institutions. Barings... by Capital Allocators – Inside the Institutional Investment Industry
40 min listen
Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373): Michael Leffell is the Managing Member of Portage Partners, Chairman of Canoe Intelligence, and Founder and Chairman of 10 East, an investment platform for sophisticated investors to access private markets by co-investing alongside Michael. Michael... by Capital Allocators – Inside the Institutional Investment Industry
51 min listen
Richard Sandler – The Prosecution of Michael Milken (EP.372): A long time ago, 33 years to be exact, Mike Milken pled guilty to 6 counts of violations of securities laws, went to jail for 2 years, and received a lifetime ban from the securities industry. He was at the time the most successful and powerful man on... by Capital Allocators – Inside the Institutional Investment Industry
61 min listen
Michael Milken – Innovations in Finance, Medicine, and Education (EP.371): Michael Milken is a legendary financier and philanthropist. Mike is best known for his role in creating the high yield bond market in the 1970s and 1980s at Drexel Burnham Lambert, his guilty plea, and his remarkable philanthropic efforts over fifty... by Capital Allocators – Inside the Institutional Investment Industry
72 min listen
Michael Mauboussin - Pattern Recognition and Public Markets (EP.370): Michael Mauboussin is the Head of Consilient Research at Counterpoint Global, a $70 billion equity manager. Michael is renowned for his ability to articulate important investment concepts backed by academic research. His first of three prior... by Capital Allocators – Inside the Institutional Investment Industry
50 min listen
[REPLAY] Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36): Michael Mauboussin currently is the Director of Research at BlueMountain Capital, a multi-billion dollar hedge fund and asset manager. He spent the majority of his professional career thinking and writing about decision making, behavior and complex... by Capital Allocators – Inside the Institutional Investment Industry
71 min listen
Magnus Grimeland – Day Zero Investing at Antler Capital (EP.369): Magnus Grimeland is the CEO and founder of Antler Capital, the world’s largest day zero investor. Antler’s pre-seed strategy canvasses 27 countries, 1,000 portfolio companies, 8,000+ founders, and over 120,000 annual applications for 2,000 spots... by Capital Allocators – Inside the Institutional Investment Industry
68 min listen
Brad Jacobs – Masterclass on Leadership and Management (EP.368): Brad Jacobs is a career CEO and the founder of Jacobs Private Equity (his family office). Brad created and grew three platforms using a roll-up strategy that resulted in seven multibillion-dollar publicly traded companies. He and his teams have raised... by Capital Allocators – Inside the Institutional Investment Industry
76 min listen
Ron Biscardi – Inside iConnections Global Alts (EP.367): Ron Biscardi, the CEO of iConnections, whose Global Alts conference in Miami is the largest capital introduction gathering in the industry. In addition to the annual event, iConnections hosts an annual charity cap intro event and provides its... by Capital Allocators – Inside the Institutional Investment Industry
25 min listen
Sanjay Ayer – Think Different and Get Better at WCM (EP.366): Sanjay Ayer is a portfolio manager at WCM Investment Management, the Laguna-based $80 billion equity manager profiled on three popular past episodes with CEO Paul Black, President Mike Trigg, and emerging market portfolio manager Mike Tian. Sanjay... by Capital Allocators – Inside the Institutional Investment Industry
63 min listen
[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 then, WCM has gone up and to the right in every way, they sold a minority piece of the business to... by Capital Allocators – Inside the Institutional Investment Industry
53 min listen
[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 million boutique in 1989. With so much of the institutional world, including my own training,... by Capital Allocators – Inside the Institutional Investment Industry
56 min listen
[REPLAY] Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227): Paul Black and Mike Trigg from WCM Investment Management are both past guests on the show who have taken an investment philosophy focused on culture and moat trajectory to turn a once struggling boutique into a $100 billion powerhouse. Paul came on... by Capital Allocators – Inside the Institutional Investment Industry
64 min listen
Raphael Arndt – The Death of Traditional Portfolio Construction (EP.365): Raphael Arndt is the CEO of the Future Fund, Australia’s 200 billion AUZ ($135B) sovereign wealth fund that his team manages alongside 55 billion AUZ of other sovereign pools of capital. Raphael assumed the CEO seat in 2020 after serving as Chief... by Capital Allocators – Inside the Institutional Investment Industry
49 min listen
[REPLAY] Raphael Arndt – Australia’s Sovereign Wealth Fund CIO (EP.70): Raff Arndt is the Chief Investment Officer of Australia’s AUZ$145 billion Sovereign Wealth Fund, the Future Fund. He trained as an engineer and dove into infrastructure policy at the beginning of Australia’s privatizations in the late 1990s.... by Capital Allocators – Inside the Institutional Investment Industry
86 min listen
Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364): Today's Sponsored Insight features Chad Summe and Mike Veith, Partners at eGateway Capital, a Cincinnati based, thesis-driven firm that focuses on growth stage, enablement technologies that drive the future of digital supply chains, marketing, and... by Capital Allocators – Inside the Institutional Investment Industry
52 min listen
Tilly Franklin – Endowment Model at Cambridge University (EP.363): Tilly Franklin is the CEO and Chief Investment Officer at University of Cambridge Investment Management, where she oversees the £4.0B Cambridge University Endowment Fund. UCIM applies an endowment model approach primarily investing in managers and... by Capital Allocators – Inside the Institutional Investment Industry
68 min listen
George Michelakis – Chess Master’s Approach to Long-Short Equity at Gladstone (EP.362): George Michelakis is the Chief Investment Officer of Gladstone Management, a $2 billion long/short equity hedge fund based in London. George founded Gladstone in 2006 with seed capital from, well me at Protégé Partners, and six years later bought... by Capital Allocators – Inside the Institutional Investment Industry
48 min listen
WTT: The Next Alpha Frontier: How will we generate returns to meet important spending needs in an increasingly unforgiving world? One answer is “Internal Alpha’ – making fewer mistakes alongside making great investments. Generating internal alpha is rarely taught in the... by Capital Allocators – Inside the Institutional Investment Industry
5 min listen

Discover this podcast and so much more

WTT: The Investment Office Playbook - What Managers Don’t See

WTT: The Investment Office Playbook - What Managers Don’t See

Description

Titles in the series (100)

More Episodes from Capital Allocators – Inside the Institutional Investment Industry