Capital Allocators – Inside the Institutional Investment Industry

Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)

Charlie Rose is the Global Head of Real Estate Credit at Invesco, where he oversees an $85 billion global platform. Before joining Invesco, Charlie worked in real estate

Building the Total Portfolio at Ontario Teachers – Stephen McLennan (EP.518)

Stephen McLennan is the Co-Chief Investment Officer of the Ontario Teachers' Pension Plan, where he oversees asset allocation for the $300 billion fund responsible for th

Nancy Zimmerman – People, Process, and Fixed Income Arbitrage at Bracebridge (EP.517)

Nancy Zimmerman is the co-founder and Managing Partner of Bracebridge Capital, a $13 billion alternative asset manager specializing in fixed income arbitrage that she fou

André Perold – Investing Through Exponential Change (EP.516)

André Perold is the co-founder and CIO of HighVista Strategies, an alternative asset manager overseeing $14 billion that searches for alpha opportunities in structurally

[REPLAY] André Perold – Pockets of Inefficiency at HighVista Strategies (EP.169)

André Perold, the Co-Managing Partner and Chief Investment Officer of HighVista Strategies, a $4B firm with roots in endowment-style investing that searches for inefficie

[REPLAY] André Perold – Academic Practitioner (EP.02)

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 fu

AI in the Investment Office – Abby Barlow, Laura Hill, Brian Sugrue, Jenny Heller, John Lawrence, Matt Bank, Kristin Kallergis Rowland, Jon Webster (EP.515)

AI is top of mind for everyone in the investment business. Our Summits are abuzz with curiosity about what others are doing. I asked 8 CIOs to share how they're using A

Best of Habit Formation: James Clear

This week's Summer Series concludes with a two-fer on habits. There may be no better way to improve the investment process than to understand what it takes to improve our

Best of Habit Formation: Katy Milkman

This week's Summer Series concludes with a two-fer on habits. There may be no better way to improve the investment process than to understand what it takes to improve our

SPECIAL ANNOUNCEMENT: Capital Allocators University Online

We're excited to share something we've been working on for a while: we're bringing Capital Allocators University online. For years, CAU has been an in-person, once-a

Best of Negotiations: Chris Voss

This week's Summer Series is another two-fer, this time on negotiations. The first is with legendary former FBI-hostage negotiator Chris Voss, the author of Never Split t

Best of Negotiations: Daylian Cain

This week's Summer Series is another two-fer, this time on negotiations. The first is with legendary former FBI-hostage negotiator Chris Voss, the author of Never Split t

Best of Storytelling: Matthew Dicks

This week's Summer Series is a two-fer on the essential skill of storytelling. Whether pitching an investment fund to a prospect, an idea to a portfolio manager or CIO, o

Best of Storytelling: Donald Miller

This week's Summer Series is a two-fer on the essential skill of storytelling. Whether pitching an investment fund to a prospect, an idea to a portfolio manager or CIO, o

Best of Pre-Mortem Analysis: Gary Klein

This week's Summer Series covers the pre-mortem analysis with its founder, Gary Klein. Gary discovered pre-mortems while working with fighter pilots and wrote a white pap

Best of Interviewing: Ted Seides

This week's Summer Series is a highly atypical episode, where I appear as the guest.  Matt Breitfelder from Apollo asked to interview me about interviewing, something I l

WTT: The Anatomy of a Blow-Up

This What Ted's Thinking brings Situational Awareness to the underlying causes of hedge fund disasters.   Read Ted's blog here.   Editing and post-production work

Best of Decision-Making: Annie Duke (2022)

Our Summer Series kickoff is with one of the all-time greats, Annie Duke. The former world-class poker player has become a noted academic and practitioner in the art of d

Best of Decision-Making: Annie Duke (2018)

Our Summer Series kickoff is with one of the all-time greats, Annie Duke. The former world-class poker player has become a noted academic and practitioner in the art of d

Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)

Lauren Hochfelder is Head of Global Real Assets at Morgan Stanley, where she oversees a team of 300 investment professionals across 13 countries, managing $80 billion acr