Month: May 2018

May 29, 2018
Capital Allocators Monthly (May 2018)
  Spring is upon us (just in time for summer!). My favorite pieces this month came from social media feeds (Twitter and Medium).  A sign of the times! Reading 1. Sam Hinke Letter to Investors  In early May, I watched the Philadelphia Sixers close out the Miami Heat in the first round of the playoffs on […]
May 27, 2018
John Pfeffer - Crypto for Institutions (EP. 54)
 John Pfeffer is an entrepreneur, investor and author of “An (Institutional) Investor’s Take on Cryptoassets.”  He is currently Partner of Pfeffer Capital.  In the 2000s, John was a Member at private equity firm KKR, and in the 1990s, he was Chairman of the Executive Board of leading French IT company Groupe Allium S.A. Before […]
May 20, 2018
Ross Israel - Stable, Predictable Cash Flows (EP.53)
Ross Israel is the Head of Global Infrastructure Investments for QIC, Queensland, Australia’s 82B AUZ ($62B USD) investment fund. The Queensland government formed QIC in 1991 to oversee its Superannuation Fund, and the business has since evolved into a Global Diversified Alternative Asset Manager. Ross joined QIC in 2006 to create the Global Infrastructure effort […]
May 13, 2018
Kim Lew - The Carnegie Way (EP.52)
 Kim Lew is the Vice President and CIO of Carnegie Corporation, where she is responsible for the investment and oversight of the Corporation’s $3.5 billion Foundation. Kim joined Carnegie in 2007 after spending a dozen years at the Ford Foundation. She is also a Trustee of Ariel Investments, the Board Chair of the Stevens […]
May 9, 2018
Back to basics on hedge funds. Watch here  
May 6, 2018
Paul Black - Gratitude, Fun, and Growth Stocks (EP.51)
 Paul Black is Co-CEO and portfolio manager at WCM Investment Management, a $26 billion manager of global equities that he joined when it was a $200 million boutique in 1989.  With so much of the institutional world, including my own training, focused on value investing, I was pleasantly surprised to learn about a large, […]
1 2 3 54

Website Built by: Pete Kremer Solutions

linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram