Month: March 2020

March 31, 2020
Capital Allocators Monthly - March 2020
  Announcements and Gratitudes * The show might go on.  Capital Allocators LIVE!  is scheduled for June 18th.  We have a month before we need to decide what to do. If we postpone the event, all tickets holders will have the option to roll to the new date or get a refund. * Calling all listeners for show quotes!  Every Thursday, I post quotes […]
March 29, 2020
Ben Inker – Value Investing at GMO (FM.17)
Brought to you by: Top Traders Unplugged Podcast, Northern Trust Front Office Solutions, and Atom Finance | Ben Inker is the head of the Asset Allocation team at GMO, a $60 billion asset manager known for its value bias under founder Jeremy Grantham.  Ben joined GMO right out of college nearly thirty years ago and […]
March 26, 2020
Former Princeton Endowment Chair on the Depression
Dean Mathey was chairman of the investment committee at Princeton and he ran the endowment for 34 years. A financial wunderkind who became a partner at the prominent investment bank Dillon, Read in his early 30s, [Dean] Mathey became the de facto sole director of Princeton’s endowment by the mid-1920s. The historical record of just […]
March 25, 2020
Harvard CFO on Surviving the Recession
The CFO was asked whether the school could survive another recession. We’ve done a lot of recession-based scenario planning, and the University is in a much better position than we were following the 2008 financial crisis with respect to liquidity and the capacity to withstand stress. Thanks to purposeful planning by Narv Narvekar and his […]
March 22, 2020
Michael Mauboussin – Consilient Observations in a Crisis (EP.127)
Brought to you by: Atom Finance, Northern Trust Front Office Solutions, and Canoe Intelligence | Michael Mauboussin is the Head of Consilient Research at Counterpoint Global and fortunately, a regular guest on the show. Michael is an astute researcher of behavior, decision-making and complex systems, and I reached out to him to get his reasoned […]
March 19, 2020
Michael Mauboussin on Relative Skill
A few years ago Michael Mauboussin published a paper on what makes for successful investing. Success in investing has two aspects. The first is skill, which requires you to be technically proficient. Technical skills include the ability to find mispriced securities (based on capabilities in modeling, financial statement analysis, competitive strategy analysis, and valuation all […]
March 18, 2020
Manager Relationships at Wesleyan Endowment
The school described their investment objective and how they aim to achieve it on their latest annual letter. Given Wesleyan’s mission to provide a world-class liberal arts education to qualified students regardless of economic means, we continue to seek the long-term, high returns available from equity-oriented strategies. With a target payout of 4.5 percent and […]
March 18, 2020
James Aitken – Systemic Risk in a Crisis (EP.126)
Brought to you by: Northern Trust Front Office Solutions, and Atom Finance | In the midst of this unprecedented time, I thought it would be helpful to hear from James Aitken, the extraordinary macro strategist who specializes in understanding the functioning of the financial system. I reached out to James with one key question in […]
March 15, 2020
Greg Fleming – Building and Running Rockefeller Capital Management (EP.125)
Brought to you by: Atom Finance and Venn by Two Sigma | Greg Fleming is the founding CEO of Rockefeller Capital Management, where he took the helm of a storied family office in 2018 to build and serve other families and institutions as well. Prior to taking on this challenge, Greg was the President of […]
March 12, 2020
Valuations at Stanford Endowment
The school's investment office shared in their latest report that they are investing in fewer fund managers. SMC [Stanford Management Company] primarily relies on carefully chosen external partners to select individual securities, allowing Stanford to benefit from specialized knowledge in asset classes that reward superior active management. While our partners pursue a range of investment […]
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