최고 Allocators 팟캐스트 (2024)

1
Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380) 59:30

4d ago59:30

59:30

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 specific emerging markets to biotech. Previous episodes are available under the mini-series or topic search at …

1
[REPLAY] Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05) 52:17

4d ago52:17

52:17

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 ecosystem and topped the Forbes ‘Midas List’ as the most successful venture capitalist in the world …

1
[REPLAY] Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172) 1:01:29

4d ago1:01:29

1:01:29

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 Founder Collective, and personal investor. At various spots along the way, Chris was an investor in BuzzFe…

1
Shiloh Bates – CLO Investing at Flat Rock Global (EP.379) 50:22

8d ago50:22

50:22

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 historical performance of CLOs. Our conversation covers Shiloh's twenty-five years spent in and around the …

1
Nigel Dawn - Secondaries in Private Markets (EP.378) 41:02

11d ago41:02

41:02

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 approximately 30-40% of all secondaries market activity . Our conversation covers Nigel's observations on the…

1
WTT: The Investment Office Playbook - What Managers Don’t See 10:23

13d ago10:23

10:23

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.

1
Breeding Grounds – Carnegie Corporation of New York (EP.377) 1:09:45

18d ago1:09:45

1:09:45

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 the first episode of the mini-series, we discuss Carnegie Corporation of New York. Ellen Shuman became C…

1
Blythe Masters - Fintech Innovation at Motive Partners (EP.376) 53:37

25d ago53:37

53:37

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 teenager and rising to the firmwide Executive Committee. Her path included roles as the head of global …

1
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375) 49:52

1M ago49:52

49:52

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 discussed alongside his career path on the show five years ago. That conversation is replayed in the …

1
[REPLAY] Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110) 52:00

1M ago52:00

52:00

Jonathan Tepper is the founder of Variant Perception, 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 also the author of three books, the most recent of which, The Myth of Capitalism:…

1
Mike Freno – Confident Humility at Barings (EP.374) 39:34

1M ago39:34

39:34

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 emerged from a combination of four investment brands in 2016 and has expanded its capabilities by acqu…

1
Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373) 51:21

1M ago51:21

51:21

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 was former Deputy Executive Managing Member of Davidson Kempner, where he spent twenty-one years befo…

1
Richard Sandler – The Prosecution of Michael Milken (EP.372) 1:00:55

2M ago1:00:55

1:00:55

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 Wall Street and remains one of the smartest and most successful backers of talent in finance, canc…

1
Michael Milken – Innovations in Finance, Medicine, and Education (EP.371) 1:11:58

2M ago1:11:58

1:11:58

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 years supporting medical research, education, and public health. Under Mike’s leadership, upstart Dr…

1
Michael Mauboussin - Pattern Recognition and Public Markets (EP.370) 49:31

2M ago49:31

49:31

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 conversations on the show is replayed in the feed. You can find the rest at capitalallocators.com. Our conve…

1
[REPLAY] Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36) 1:11:25

2M ago1:11:25

1:11:25

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 systems, with long stints at Credit Suisse and nearly a decade alongside Bill Miller at Legg Mason. M…

1
Magnus Grimeland – Day Zero Investing at Antler (EP.369) 1:07:58

2M ago1:07:58

1:07:58

Magnus Grimeland is the CEO and founder of Antler, one of 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 in its residency programs. Magnus founded Antler in 2017 after serving as the co-founder of Zalora, a tec…

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Allocators 팟 캐스트

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1
Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

1
The Allocators

Cardata

1
CAPITAL ALLOCATORS & ADVISORS PODCAST by Datt Capital

Emanuel Datt

1
Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380) 59:30

1
[REPLAY] Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05) 52:17

1
[REPLAY] Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172) 1:01:29

1
Shiloh Bates – CLO Investing at Flat Rock Global (EP.379) 50:22

1
Nigel Dawn - Secondaries in Private Markets (EP.378) 41:02

1
WTT: The Investment Office Playbook - What Managers Don’t See 10:23

1
Breeding Grounds – Carnegie Corporation of New York (EP.377) 1:09:45

1
Blythe Masters - Fintech Innovation at Motive Partners (EP.376) 53:37

1
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375) 49:52

1
[REPLAY] Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110) 52:00

1
Mike Freno – Confident Humility at Barings (EP.374) 39:34

1
Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373) 51:21

1
Richard Sandler – The Prosecution of Michael Milken (EP.372) 1:00:55

1
Michael Milken – Innovations in Finance, Medicine, and Education (EP.371) 1:11:58

1
Michael Mauboussin - Pattern Recognition and Public Markets (EP.370) 49:31

1
[REPLAY] Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36) 1:11:25

1
Magnus Grimeland – Day Zero Investing at Antler (EP.369) 1:07:58

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