Category: Allocator

April 8, 2020
Steve Nelson – Assisting Private Equity Allocators Through Turbulent Times at ILPA (EP.129)
Brought to you by: Prosek Partners | Steve Nelson is CEO of the Institutional Limited Partners Association or ILPA, a non-profit that engages, empowers and connects limited partners (LPs) to maximize their performance. It has over 500 member institutions who represent $2 trillion in private assets under management or approximately 50% of the global institutional […]
April 1, 2020
Mark Baumgartner – Allocating in a Crisis at IAS (EP.128)
Brought to you by: Prosek Partners | Mark Baumgartner is the CIO of the Institute for Advanced Study, where he oversees a $1 billion portfolio. I reached out to Mark in this rapidly changing environment to get his take on how he’s navigating these rough seas. He was kind to spare a few moments to […]
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 8, 2020
Christie Hamilton – Tweeting on Allocation at Children’s Health (EP. 124)
Brought to you by: Atom Finance and Venn by Two Sigma | Christie Hamilton is the Head of Investments at the $2 billion Children’s Health Medical Center of Dallas.  She’s perhaps the most well-followed institutional allocator on Twitter, under the handle ROI©hristie.  Our conversation covers Christie’s career path, experience with Twitter, and the investment process […]
January 26, 2020
Ted Seides – A Rational Reminder (EP.121)
Brought to you by: Selective Search, Northern Trust Front Office Solutions, and Colmore |  Last year, I appeared on the Rational Reminder podcast, a show hosted by Cameron Passmore and Ben Felix of PWL Capital, a terrific Ottawa, Canada-based wealth manager that focuses on low cost, passive investing. We discussed the depth of the […]
January 19, 2020
Beezer Clarkson – Sapphire Gem of Early Stage Venture (EP.120)
Brought to you by: Northern Trust Front Office Solutions | Beezer Clarkson is Managing Director at Sapphire Ventures where she is responsible for the management of Sapphire’s fund investments in early stage venture funds globally.  Her career through direct and fund investing has left her with unusually deep knowledge and insights in the space. Our […]
December 15, 2019
Neal Triplett and Kim Lew – Issues of Management at Duke and Carnegie (EP.116)
Brought to you by: Northern Trust Front Office Solutions | Neal Triplett is the CIO of DUMAC, the organization that oversees Duke University’s $19 billion endowment, and Kim Lew is the CIO of the Carnegie Corporation, where she manages the $3.5 billion foundation created by Andrew Carnegie. A few weeks ago, Institutional Investor named Kim […]
December 8, 2019
Kip McDaniel – How to Get an Allocator’s Attention (EP.115)
Brought to you by: Top Traders Unplugged Podcast and Northern Trust Front Office Solutions | Kip McDaniel is the Chief Content Officer and Editor-in-Chief at Institutional Investor.  In the early days of Capital Allocators, Kip joined me to share his insights about the CIOs he covers as a journalist. You can find that show in the […]
December 1, 2019
Anne Martin – Pulling the Oars as CIO of Wesleyan University (EP.114)
Brought to you by: Top Traders Unplugged Podcast and Northern Trust Front Office Solutions | Anne Martin is the Chief Investment Officer for Wesleyan University, where she manages the school’s $1 billion endowment.  Anne’s career started in the tech world and shifted to endowment management at Yale’s famed investments office.  She took over at Wesleyan […]

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