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In uncertain times what’s needed is not just clarity about today’s pandemic, but insight into the challenges that lie ahead as America recovers and returns to normal. GoodFellows, a weekly Hoover Institution broadcast, features senior fellows John Cochrane, Niall Ferguson, and H.R. McMaster discussing the social, economic, and geostrategic ramifications of this changed world.
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Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

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Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.
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[i3] Institutional Investment Podcast

[i3] Institutional Investment Podcast

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The Investment Innovation Institute [i3] is committed to better investment outcomes through education. This podcast focuses on institutional investors at pension funds and insurance companies. We cover topics such as asset allocation, portfolio construction and investment strategy. You can also subscribe to our complimentary newsletter at: https://i3-invest.com/subscribe/
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Institutional Real Estate, Inc. (IREI) — a commercial real estate publishing and consulting company — presents our new, free podcast series to help keep you up-to-date on the current institutional real estate investment market. Tune in throughout the month to hear updates from IREI's president and CEO, Geoffrey Dohrmann, in “The Dohrmann Report”; interviews with article authors that get you deeper into our publication in our “Inside the Edition” episodes; and “Report from Europe” episodes th ...
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This is Institutionalized: Living After Deconstruction. Deconstructing is hard, especially when done alone. In this raw, accepting, and sometimes hilarious space, host, Josh and his guests will ask the questions they weren't allowed to ask, challenge norms that keep us stuck in the past, and actively listen to different perspectives. This podcast is about love and living after deconstruction.
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What does it take to make democracy work? The Rules of the Game podcast discusses and compares democratic institutions from around the world. Institutions are the rules of the game of our societies that direct our everyday lives in fundamental ways. They determine whether we live in a free or repressed society – whether we can make our voices heard. Researchers, grass-roots political activists and politicians will join me on this journey of dissecting the struggle for fair representation in ...
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A podcast series that analyzes ongoing issues of national security in light of conflicts of the past—the efforts of the Military History Working Group of historians, analysts, and military personnel focusing on military history and contemporary conflict.
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We are living in times of unprecedented technological development. Many of the tools and devices we invented 20 years ago are obsolete today. In his internationally best selling book, "Homo Deus: A Brief History of Tomorrow", Yuval Noah Harari observes that this development is continuing in important fields such as genetic engineering, regenerative medicine and nanotechnology. Harari predicts that developments in these fields will transform us into super-humans. We might become biologically ...
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How do a historian, an economist, and a geostrategist make the best use of their summers? In an abbreviated GoodFellows, Hoover senior fellows Niall Ferguson, John Cochrane, and H.R. McMaster reveal a few of their summertime preferences: favorite leisurely pursuits (land, air, and sea), their go-to foods and drinks, family gatherings (all three are…
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Historian and author Luke Nichter will present on Watergate @ 50: Looking Back and Looking Forward at the next Hoover Institution Library & Archives hybrid event in the Un-Presidented Speaker Series. Fifty years is often sufficient for revisionism to reshape our understanding of even the most complex and controversial subjects. Not so with Watergat…
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Today, I'm talking with Dr. Keri Leigh Merritt about her recent piece in Aeon Magazine, entitled "The southern gap." The piece explores the roots of economic underdevelopment in the American South, a problem that still plagues the region. From there, we talk more broadly about the politics of the South and what it means to be a Southerner today. Ke…
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Loretta Clodfelter, editorial director of Institutional Real Estate Inc., summarizes a pair of features from the newly published July edition of the magazine. Namely, how U.S. investors are weighing risks and returns when considering investments overseas, as well as a report about how markets in the U.S. Sun Belt continue to radiate long-term stabi…
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European manufacturers are coming home, and Marek Handzel, editor of Institutional Real Estate Europe, reports on the trend during this episode. Call it “reshoring” or “nearshoring.” Faced with geopolitical turbulence, rising pressure to do business more sustainably, volatile energy prices and extreme weather, many firms are looking now for the low…
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Marek Handzel, editor of Institutional Real Estate Europe, talks to Alex Knapp, the CIO at Hines, about the key macro trends shaping investment prospects across Europe on the eve of the manager's release of its latest bi-annual real estate outlook report (06/24)
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Ben Hunt is the creator of Epsilon Theory and co-founder of Second Foundation Partners, where he writes and invests through the lens of narratives, or in his words “If a price moves, it is because a human told themselves a story.” Before turning to investing twenty years ago, Ben was a tenured political science professor and founder of two technolo…
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Yann Robard is the founder of Dawson Partners, a leading global alternative asset manager overseeing $20 billion that provides innovative structured solutions to the private markets. Formed initially as Whitehorse Liquidity Partners and rebranded as Dawson, both names are inspired by Yann’s 1,000 km bicycle journey in the Canadian Arctic that led t…
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Given the sharper price corrections in the United States and Europe, does Asian real estate still merit a place in investor portfolios? Chiang Ling Ng, chief investment officer for Asia at Hines, believes it does, and she reasons that allocations to Asian real estate plays a valuable role in diversifying a global investment mix. Indeed, the region …
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The China Global Sharp Power Project and the Project on Taiwan in the Indo-Pacific Region at the Hoover Institution held the Washington, DC launch of The Boiling Moat: Urgent Steps to Defend Taiwan, a new book edited by Matt Pottinger, Hoover Institution Distinguished Visiting Fellow, on Tuesday, June 4th, from 2:30-4:00 p.m. ET.…
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Graham Weaver is the managing partner of Alpine Investors, a $17 billion people-driven private equity firm that invests in software and services businesses. Graham founded Alpine on the belief that exceptional people create exceptional businesses. Alpine’s PeopleFirst approach includes hiring, training, and placing an army of CEOs in its portfolio …
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Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought leadership forum. Prior to founding SkyBridge in 2005, Scaramucci co-founded the investment partnership Oscar Capital Management, which was sold to Neuberger Berman in 2001. Earlier, he worked…
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Mo Haghbin is the Head of Multi-Asset Solutions at Invesco, where he develops and manages asset allocation strategies and portfolio solutions for $88 billion of client assets within the $1.7 trillion juggernaut. Our conversation covers Mo's journey to finance and his path to a leadership role at Invesco. We discuss Invesco’s solutions-based approac…
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Jonathan Treble, founder and CEO of WithMe, Inc., had trouble printing concert tickets years ago, a frustration that led him to start a new company that evolved into tech-enabled services for apartment buildings — and maybe even a competitive edge for apartments taking advantage of the services. Who knew coffee and printing services could become a …
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The Hoover Project on China’s Global Sharp Power and Taiwan in the Indo-Pacific Region held The Boiling Moat event on Thursday, May 30, 2024 from 4:00 pm - 5:30 pm PT. Chinese leader Xi Jinping has openly expressed his intention to annex Taiwan to mainland China, even threatening the use of force. An invasion or blockade of Taiwan by Chinese forces…
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It is our 100th episode of the [i3] Podcast and we are celebrating this with an in-depth discussion on innovation in private equity, especially mid-life transactions, with David Morse, Managing Director and Global Co-Head of Private Equity Co-Investments at Neuberger Berman. Enjoy the show! Overview of Podcast with David Morse of Neuberger Berman01…
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FEMA and DEA facilities, VA hospitals and TSA buildings, and top-secret national security edifices. Those are among the privately owned and operated facilities built, owned, operated and leased to the federal government by Easterly Government Properties, a publicly traded REIT that has leased more than 9 million square feet to 40 federal agencies. …
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Anne-Marie Fink is the Head of Private Markets and Funds Alpha at the State of Wisconsin Investment Board or SWIB, which manages $140 billion of pension funds in the state. SWIB is not your typical U.S. pension fund manager. It invests with outstanding governance, alignment with beneficiaries, delegated authority, a competitively compensated team, …
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Where is blockchain today? Where will it be in the years to come? What is the value proposition for investors? Matthew Le Merle — managing partner and CEO of Blockchain Coinvestors, which has made commitments to more than 1,000 blockchain companies and projects — updates us on a technology that promises to make the financial system faster, less exp…
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Where is blockchain today? Where will it be in the years to come? What is the value proposition for investors? Matthew Le Merle — managing partner and CEO of Blockchain Coinvestors, which has made commitments to more than 1,000 blockchain companies and projects — updates us on a technology that promises to make the financial system faster, less exp…
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A new “cold war” presents a familiar challenge for America: how to curb a rival great power’s ambitions. Matt Pottinger, a Hoover Institution visiting fellow and editor of the forthcoming book The Boiling Moat: Urgent Steps to Defend Taiwan, joins Hoover senior fellows Niall Ferguson, John Cochrane, and H.R. McMaster to discuss how best to discoura…
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My last post, The Investment Office Playbook: What Managers Don’t See, discussed part of what happens inside an investment office that managers don’t see but that significantly influences the cadence of capital deployed to managers. Of course, there are two sides to every coin. This post discusses what allocators don’t see when a manager chooses to…
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