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Capital Allocators

Friends Reunion 2 - Five Allocators Riff on Investing

With: Jon Harris, Casey Whalen, Meredith Jenkins, Brett Barth, and Ted Seides ,

Multi-Asset

Allocator

E&F

MFO

Four of my oldest friends in the business and I got together to banter about a range of investment topics.

Employee Ownership at C.H.I. Overhead Doors

With: KKR & Co.,

Private Equity

Manager

Pete Stavros discusses C.H.I. Overhead Doors manufactures garage doors, a recent KKR portfolio company exit.

The Big Short and Structured Credit at LibreMax

With: Greg Lippmann,

Hedge Fund

Private Equity

Manager

Greg Lippmann is the co-founder and Chief Investment Officer of LibreMax, an $8 billion asset management firm.

Insights on Investing and Podcasting

With: Ted Seides ,

Multi-Asset

Special

Allocator

Recently, I appeared on the Opto Sessions Interviews with Extraordinary Investors podcast hosted by Haydn Brain.

Under-Covered Venture Markets and Teams at Ansa Capital

With: Allan Jean-Baptiste and Marco DeMeireles,

Venture capital

Manager

On today’s Manager Meeting, Andy Golden interviews Allan Jean-Baptiste and Marco DeMeireles of Ansa Capital.

Empty Rooms: Investing in Venezuela

With: Rodrigo Bitar,

Private Equity

Emerging Markets

Empty Room

Manager

Rodrigo Bitar is the Co-Founder and Managing Partner of 3B1 Partners.

Pearls of Career Wisdom

With: Carla Harris,

Multi-Asset

Self Growth

Leadership

Thought Leader

Carla Harris is a Senior Client Advisor at Morgan Stanley, the most recent of many posts in her 35-year career at the firm.

Japanese Equities at Indus Capital

With: Howard Smith,

Hedge Fund

Private Equity

Asia

Manager

On today’s Manager Meeting, David Huang interviews Howard Smith.

Inside Long-Short Equity Investing

With: Paul Enright,

Hedge Fund

Public Equity

Manager

Paul Enright is a private investor managing his own capital under single-family office, Krainos Capital.

The Disney Flywheel at Wheelhouse

With: Brent Montgomery,

Venture capital

Entrepreneur

Brent Montgomery is the CEO of Wheelhouse Group, a family office where he creates entertainment content and a VC fund.

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