Category: Allocator

November 17, 2019
Steve Rattner – Overseeing Michael Bloomberg’s Family Office (EP.113)
Brought to you by: Canoe Intelligence and Colmore | Steve Rattner is the Chairman and CEO of Willett Advisors, which invests former New York Mayor Michael Bloomberg’s personal and philanthropic assets.  Steve’s career has ranged from a journalist for the New York Times to investment banking at Lehman Brothers, Morgan Stanley and Lazard Freres, to […]
November 3, 2019
Dawn Fitzpatrick – Multi-Faceted Investing at Soros Fund Management (EP.112)
Brought to you by: Colmore and Northern Trust Front Office Solutions | Dawn Fitzpatrick is the Chief Investment Officer at Soros Fund Management, where she manages $25 billion in Soros family and philanthropic assets. Dawn started her career as a trader at O’Connor and went on to serve as the global head and CIO of […]
October 20, 2019
Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (EP.111)
Brought to you by: Colmore and Northern Trust Front Office Solution |  Ana Marshall is the Vice President and Chief Investment Officer for The William and Flora Hewlett Foundation, where she oversees a $10.5 billion pool of capital.  Ana joined Hewlett in 2004 after spending eighteen years as a direct investor in high yield […]
September 8, 2019
Matt Whineray - Innovation at New Zealand Super Fund (EP.108)
 Matt Whineray is the CEO of New Zealand Superannuation Fund or Super Fund, one of the highest performing, most innovative and well-regarded large-scale investment allocators in the world.  The New Zealand government created the Super Fund in 2001 to help defray the costs of retirees in the country in the decades to come.  Matt […]
August 17, 2019
David Druley – Structure into Action at Cambridge Associates (EP. 106)
Brought to you by: Barings Streaming Income Podcast |  David Druley is the CEO of Cambridge Associates, a global investment firm that works with premier institutional investors and family offices to manage custom investment portfolios that aim to generate outperformance so they can maximize their impact on the world. David works with Cambridge’s leaders […]
July 28, 2019
Jon Harris – Investing in People at AIM (EP.105)
Brought to you by: Barings Streaming Income Podcast |  Jon Harris is the CEO of Alternative Investment Management, a twenty year-old investment firm that started as a family office and has evolved into managing $1 billion in hedge fund and private equity strategies on behalf of a range of fascinating business and investment executives. […]
July 7, 2019
Ash Williams - Florida SBA's Reigning Chief (EP.104)
 Ash Williams is the Executive Director and CIO of the Florida State Board of Administration, where he oversees $200 billion in assets for the State of Florida including one of the largest public pension funds in the U.S.  He is as highly regarded as they come, and among other accolades, received a Lifetime Achievement […]
June 30, 2019
Sam Sicilia – Seizing on a Long Time Horizon at HostPlus (EP.103)
Sam Sicilia is the Chief Investment Officer of HostPlus, Australia’s AUZ 37 billion ($25B USD) Superannuation Fund.  Sam joined HostPlus in 2008 after a storied career in academia and the finance industry stretching back to the early 1990s. During that time, he held senior roles, both in Australia and internationally, consulting at Russell Investments, managing […]
May 19, 2019
Tim Recker - Concentration at the James Irvine Foundation (EP.100)
 Tim Recker is the Chief Investment Officer of the $2.4 billion James Irvine Foundation. He joined the foundation in 2016 after spending a decade in private equity and real assets for the University of California Regents, four years overseeing Alternatives at the Michigan Retirement System, and his early years at GE Asset Management. Our […]
May 5, 2019
Jon Hirtle - The Pioneer of OCIO (EP.98)
Jon Hirtle is the Executive Chairman at Hirtle, Callaghan & Co., a $20 billion Outsourced CIO business he founded in 1988.  Hirtle Callaghan retains the distinction of initiating the OCIO model that is flourishing in the market today. Our conversation covers leadership lessons from Jon’s experience in the Marines and at Goldman Sachs, the genesis […]

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