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Month: October 2020

October 25, 2020
Marko Papic – Geopolitical Alpha at Clocktower Group (EP.161)
Brought to you by: Bares Capital Management, iConnections, and Northern Trust Front Office Solution | Marko Papic is the Chief Strategist at Clocktower Group, where he provides research on geopolitics, macroeconomics, and markets. Marko recently published Geopolitical Alpha: An Investment Framework for Predicting the Future, an imminently readable book with colorful examples of political analysis.Marko’s approach is […]
October 18, 2020
Carrie Thome – Nothing Ventured, Nothing Gained at WARF and beyond (EP.160)
Brought to you by: Bares Capital Management, iConnections, Northern Trust Front Office Solution, and DiligenceVault | Carrie Thome is the longtime former CIO at WARF, the Wisconsin Alumni Research Foundation, a $3 billion pool that arose from monetizing technologies developed at the University of Wisconsin. She recently left to start a venture capital firm called […]
October 11, 2020
Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (FM.23)
Brought to you by: Bares Capital Management, iConnections, Northern Trust Front Office Solution, and DiligenceVault | Mathieu Chabran, a co-founder and Co-CIO of Tikehau Capital, a publicly listed alternative asset manager that oversees 25 billion Euros across private credit, real estate, private equity, and liquid strategies. Our conversation tells the story of how Mathieu and […]
October 4, 2020
Scott Wilson – Concentrated Investing at Washington University-St. Louis (EP. 159)
Brought to you by: Bares Capital Management, iConnections, Northern Trust Front Office Solution, and DiligenceVault | Scott Wilson is the CIO at Washington University of St. Louis, where he oversees a $10 billion endowment. Scott joined Wash U three years ago from Grinnell College, where he learned a completely different style of endowment investing than […]
October 1, 2020
Capital Allocators Monthly - September 2020
Hello Fellow Listeners, We have a lot cooking this fall. Our premium members can access a new premium podcast feed that is advertising-free and has a set of additional closing questions tacked on at the end of each show. Sign up for a premium account to catch every nugget. Premium members will get an invitation to our next […]
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