Capital Allocators – Inside the Institutional Investment Industry

Latest Episodes:

Ron Biscardi and Katie O'Reilly - Maximizing Value at Conferences (EP.425) Jan 06, 2025

Show notes

The beginning of a new year brings with it time for reflection and the renewal of rituals. We reflect on our personal and professional lives, set goals for the coming year, and start sprinting towards those goals – hopefully with enough time to calibrate our personal GPS.

One part of the ritualistic sprint is conference season. Industry leaders gather at Davos for the World Economic Forum and Miami for iConnections Global Alts in January, in Beverly Hills for Milken in May, in Sun Valley for Allen & Company in the summer, and at many locations throughout the year.

We'll be doing the same at our Capital Allocators CIO Summit in April, Senior Decision Makers Summit in June, Capital Allocators University in July, and Small and Emerging Manager Summit in September.

So as you get ready to leave the starting blocks, it's a good time to pause and think about how to optimize your time and budget at industry events. At Capital Allocators University in December, Hank hosted a panel with Ron Biscardi and Katie O'Reilly to discuss how to think about, plan, and maximize your time and value at conferences.

Today's show shares their panel discussion from Capital Allocators University.

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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Top 5 of 2024: #1: Scott Bessent - EP.415 Jan 03, 2025

Show notes

We're counting down the top 5 episodes of 2024.

The top episode this year is perhaps the most timely of our 500 as well. It's Episode 415 with Scott Bessent, a brilliant macro thinker and the cabinet nominee for Secretary of Treasury. The position created by Alexander Hamilton. I was an investor in Scott's first hedge fund, a partner of his for four years, a friend for more than 20, and a huge fan. I'm excited for Scott and for our country about what his appointment might mean for our economic future.

Head of Business Development Job Posting

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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Top 5 of 2024: #2: Michael Milken - EP.371 Jan 02, 2025

Show notes

We're counting down the top 5 episodes of 2024.

Clocking in at number two is Mike Milken, Episode 3 71. Mike single-handedly developed the high yield market, which has fueled the growth of private equity ever since. When paired with the subsequent episode with his longtime attorney, Richard Sandler, the conversations offer a fresh perspective on Mike's legacy.

Head of Business Development Job Posting

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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Top 5 of 2024: #3: Cliff Asness - EP.385 Jan 01, 2025

Show notes

We're counting down the top 5 episodes of 2024.

Coming in at number three is Episode 385 with the irrepressible Cliff Asness from AQR. Cliff is part brilliant quant and part standup comic. That combination always makes for an entertaining conversation, chockfull of research-backed insights.

Head of Business Development Job Posting

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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Top 5 of 2024: #4: Ricky Sandler - EP.414 Dec 31, 2024

Show notes

We're counting down the top 5 episodes of 2024.

Coming in at number four is Episode 414 with Ricky Sandler from Eminence Capital. Ricky discusses his 30 years in the business of investing long and short equities and the adjustments he's had to make to his investment and business strategies to continue to thrive in ever-changing conditions.

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Year in Review 2024 (EP.424) Dec 30, 2024

Show notes

For this year's annual review, our CEO Hank Strmac and I sat down to discuss where we've been and where we're headed. Our conversation covers the best blogs and podcasts of the year, my investment activity, what's top of mind for allocators and managers, our upcoming podcasts, Summits, and CAU education courses in 2025, the team who makes it all happen, and a few closing questions.

I hope you find the conversation engaging and informative.

Wishing you a very happy and prosperous new year.

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Top 5 of 2024: #5: Alex Behring, Daniel Schwartz - EP.384 Dec 30, 2024

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We're counting down the top 5 episodes of 2024.

Coming in at number five is Episode 384 with Alex Behring and Daniel Schwartz of 3G Capital, discussing their unique private equity organization and their wildly successful purchase of Burger King.

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Training Grounds: Wellington Management – Jean Hynes (EP.423) Dec 23, 2024

Show notes

Today's show is our third in the Training Grounds mini-series, following Carnegie Corporation and Bain Capital to better understand how certain organizations have developed industry leaders. Wellington Management is one of the world's largest, privately held asset managers, managing over $1.3 trillion in assets with 875 investment professionals across 19 offices and a nearly 100 year history with an unusually low level of turnover along the way. Wellington has developed, recruited, and retained leading global investment talent across public equities, fixed income, and recently private markets as well. My guest to discuss this training ground is Jean Hynes, CEO of Wellington, who has spent more than thirty years at the firm starting as an administrative assistant. Our conversation covers Wellington's cultural values and boutique investment team model, including apprenticeship for junior talent, recruiting at the mid-level, and promotion all the way to partner. We then discuss Wellington's evolution from a U.S. equity value shop to a global, multi-asset, multi-strategy powerhouse, and Jean's evolution from a portfolio manager to CEO.

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Eric Peters - Paradigm Shifts and Solutions at One River (EP.422) Dec 16, 2024

Show notes

Eric Peters leads both One River Asset Management and Coinbase Asset Management and writes a widely dispersed blog called Wknd Notes, in which he shares macro insights. He's twice been a guest on the show, discussing his bespoke macro investment strategy four years ago and the case for Bitcoin three years ago. Both conversations are replayed in the feed.

Since then, many of One River's strategies played out well during Covid, and Coinbase acquired One River Digital Asset Management in March 2023. We got back together to discuss how Eric has adapted to the changing environment, including One River's shift from bespoke offerings to a total portfolio solution and the continued case for Bitcoin. Along the way, Eric shares his keen insights on portfolio construction, left-tail risks, and right-tail opportunities.

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[REPLAY] Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180) Dec 16, 2024

Show notes

Eric Peters is the founder and CIO One River Asset Management, where he searches for high conviction strategies coming out of his team's expertise trading and investing in thematic macro, volatility, systematic, and inflation strategies – each as it turns out, turned his focus on study bitcoin and cryptocurrencies. Eric made news in November when he executed a $600 million purchase of bitcoin, then the largest public transaction to date. He has called bitcoin the most interesting macro trade he's seen in thirty years in the business, and we kick off this mini series, Crypto for Institutions with his macro case for the digital asset. Our conversation discusses the intrigue of Bitcoin as a form of money, how digital currencies will somewhat ironically increase the power of governments and the likely co-existence of bitcoin with government digital currencies in the future. The then turn to the development of institutional infrastructure for digital assets, Eric's perspective on bitcoin as an investor and a trader, the reflexive nature of bitcoin supply, and the risks in the asset. Lastly, we discuss the story of Eric's big trade, the future of bitcoin, and institutional interest in the space. Please enjoy my conversation with Eric Peters in this first of four episodes in the mini-series Crypto for Institutions. Learn More Subscribe: Apple | Spotify | Google Follow Ted on Twitter at @tseides or LinkedIn Subscribe Monthly Mailing List Read the Transcript

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