Month: April 2018

April 29, 2018
Capital Allocators Monthly (April 2018)
  I'll be heading the Omaha this weekend for my last annual public drubbing.  Stop me and say hello if you're there.  If you happen not to catch me amidst the sea of shareholders, I'll be joining Jeff Gramm, Brent Beshore, Patrick O'Shaughnessy and some other friends at Mr. Toad's for a happy hour after […]
April 29, 2018
James Williams – Curating The Getty’s Assets (EP.50)
   Jim Williams is the Vice President, Chief Investment Officer and Treasurer of the Getty Trust, where he oversees a $7 billion portfolio for the Getty Museum. Before joining the Getty in 2002, Jim spent three years as the President of Harbor Capital Advisors and prior to that, was manager of the Ford Motor […]
April 24, 2018
Your Brain Wants You To Make Bad Decisions. Here’s How To Avoid Them.
This article originally appeared in Institutional Investor on April 24, 2018. The human brain is hard-wired to confirm biases, overweight the importance of recent information, and run with the herd. But a new book shows how to get around our flawed programming. In last month’s column, I implied that the Yankees will win the World […]
April 22, 2018
Michael Cembalest - Eye on the Market (EP.49)
   Michael Cembalest is the Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management, a global industry leader with $2 trillion of client assets under management. Michael is also a member of the Investment Committee for J.P. Morgan Asset & Wealth Management and the Investment Committee for the J.P. Morgan […]
April 15, 2018
Steven Galbraith - In the Boardroom (EP.48)
   A year ago, I sat down with my friend Steven Galbraith to record the first conversation of Capital Allocators.  We had a great time, I thought I might be onto something, and I promptly lost the recording for the next two days. Eventually, I got the technology to work, recorded a few more, […]
April 13, 2018
The Edge You May Be Overlooking
This article originally appeared in Institutional Investor on April 13, 2018. When it comes to institutional investors, home field can be just as advantageous as it is to baseball players. Last fall, my beloved New York Yankees came within one win of a surprise trip to the World Series. The Bronx Bombers fell behind 2-0 […]
April 7, 2018
Chris Brockmeyer - On Broadway (EP. 47)
   Chris Brockmeyer is the Director of Employee Benefit Funds for the Broadway League, the national trade association for the Broadway theatre industry.  Chris serves as an employer-appointed trustee, and in most cases as Co-Chair, on eleven multi-employer pension funds, seven health funds and four annuity funds with approximately $7 billion in total assets. […]
April 2, 2018
Capital Allocators Monthly (March 2018)
  Having fun with these markets (or weather) yet?  The more things stay the same... Reading 1. My latest Institutional Investor column is entitled "Learning from the Dumb Money."  The premise is based on a simple, but profound concept introduced in my podcast with Seth Masters.  You can find it here: 2. Everything by Morgan Housel. Last […]
April 1, 2018
Andy Redleaf - Evolution of Markets (EP.46)
   Andy Redleaf is the Founding Partner of Whitebox Advisors, a $5.5 billion multi-strategy hedge fund launched in 1999 with primary offices in the metropolitan hubs of Minneapolis, Austin, and Sydney, Australia. Before founding Whitebox, Andy spent twenty years trading options, for two years at Gruntal & Company alongside Stevie Cohen, fourteen on the […]
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