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Top Tracks of Capital Allocators – Inside the Institutional Investment Industry
Todd Simkin - Game of Trading at Susquehanna (EP.399)
Cliff Asness - Simple Investing is Hard (EP.385)
Training Grounds: Bain Capital, John Connaughton (EP.395)
David Eichhorn - Serving Clients and Reducing Risk at NISA (EP.403)
Brad Jacobs – Masterclass on Leadership and Management (EP.368)
Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411)
Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404)
Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)
Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
2023 Top Episode #2: Dmitry Balyasny – Multi-Strategy Platform at BAM, EP.341
José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297)
George Michelakis – Chess Master’s Approach to Long-Short Equity at Gladstone (EP.362)
Kipp deVeer – The World of Private Credit at Ares (EP.329)
Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)
Year in Review 2023 (EP.358)
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
Alex Abell - Lower Middle Market Buyout Investing at RCP (EP.383)
Sachin Khajuria and Brendan Ballou – Private Equity: Profit or Plunder? (EP.331)
Michael Mervosh - Invest in Yourself (EP.402)
Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
Raphael Arndt – The Death of Traditional Portfolio Construction (EP.365)
Ben Hunt - The Stories that Drive Markets (EP.393)
Charley Ellis - Figuring Out Investing and Vanguard (Capital Allocators, EP.286)
Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406)
Richard Sandler – The Prosecution of Michael Milken (EP.372)
Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
JUST RELEASED: Fenway Sports Group on Private Equity Deals (Season 2)
2023 Top Episode #3: Kipp deVeer – The World of Private Credit at Ares, EP.329
Jeff Glass - Home Equity Investment at Hometap (EP.418)
Succession - Sarah Samuels on Generational Transitions (EP.400)
Dan Ivascyn – Fixed Income in the Limelight Again (Capital Allocators, EP.298)
Ana Marshall – The Climb to Investment Excellence (EP.360)
Seth Klarman – Timeless Value Investing (EP.328)
WTT: The Investment Office Playbook - What Managers Don’t See
Toby Rodes - Unlocking Value in Japan (EP.407)
Scott Bessent - Macro Maven (EP.415)
Jeff Assaf - Protecting Clients and Assets at ICG (EP.398)
Brian Philpot – Financing Farmers at AgAmerica (Capital Allocators, EP. 296)
Ricky Sandler - Evolution of Long-Short Equity Investing (EP.414)
Gary Sernovitz - Inside the CIO Seat (EP.357)
Tom Joy – Divine Diversification and Responsibility at Church Commissioners (Capital Allocators, EP.306)
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
Michael Milken – Innovations in Finance, Medicine, and Education (EP.371)
WTT: The Next Alpha Frontier
Year in Review 2022 (Capital Allocators, EP. 289)
JUST RELEASED: Bain Capital on Private Equity Deals
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