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Capital Allocators

The Power of Quitting

With: Annie Duke,

Decision Making

Behavioral Finance

Thought Leader

Annie Duke is a former professional poker player, decision-making expert, best-selling author, and repeat guest.

Public-to-Private at RealPage

With: Scott Crabill,

Private Equity

Manager

In 2021, Thoma Bravo took RealPage private from the public markets for $10.2 billion.

Tidal Wave of Capital for Alternatives from Retail

With: Matt Brown,

Multi-Asset

Allocator

Private Wealth

I caught up with Matt to get his perspective on the tidal wave of capital coming into alternatives.

ADW Capital

With: Adam Wyden,

Hedge Fund

Public Equity

Manager

Savneet Singh of PAR Technology interviews Adam Wyden of ADW Capital.

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: Pete Stavros,

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

Manager

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