HEAR THE EXPERIENCES OF EXPERT PRACTITIONERS

HEAR THE EXPERIENCES OF EXPERT PRACTITIONERS

LIST

From Large Money Manager CEO to Social Impact Entrepreneur

With: 

        Shundrawn Thomas,

Private Equity

Impact

Manager

Episode: 293 Jan 23, 2023 Capital Allocators

Shundrawn Thomas is the Founder and Managing Partner of Copia Group, a new private investment firm.

Another Winter and Another Rebirth

With: 

        Anthony Scaramucci,

Crypto

Hedge Fund

Allocator

FOF

Episode: 292 Jan 16, 2023 Capital Allocators

Anthony Scaramucci is the Founder and Managing Partner of Skybridge Capital and the SALT conference.

The Evolution of MSD

With: 

        Gregg Lemkau,

Multi-Asset

Allocator

MFO

SFO

Episode: 291 Jan 9, 2023 Capital Allocators

Gregg Lemkau is the CEO of MSD Partners, the investment firm with roots as Michael Dell's family office.

The Art of Storytelling

With: 

        Neal Foard,

Self Growth

Leadership

Marketing

Thought Leader

Episode: 290 Jan 2, 2023 Capital Allocators

Neal Foard is a twenty-five-year advertising and marketing executive who specializes in the art of storytelling.

Year in Review 2022

With: 

        Year in Review 2022,

Episode: 289 Dec 26, 2022 Capital Allocators

It's that time of year when I share my annual letter and a rundown of the top episodes of 2022.

Scaled Growth Equity at agilon health

With: 

        Clayton Dubilier & Rice,

Private Equity

Manager

Episode: 08 Dec 21, 2022 Private Equity Deals

Ravi Sachdev is a Partner and Ron Williams is an Operating Advisor at Clayton Dubilier & Rice, a global private equity firm.

Preparing for the New Environment at Hewlett

With: 

        Ana Marshall,

Multi-Asset

Allocator

E&F

Episode: 288 Dec 19, 2022 Capital Allocators

Ana Marshall is the CIO for The William and Flora Hewlett Foundation, where she oversees a $13 billion pool of capital.

Creating Long-Term Value for (almost) 100 Years at MFS

With: 

        Carol Geremia,

Multi-Asset

Marketing

Manager

Episode: 287 Dec 15, 2022 Capital Allocators

Carol Geremia is the President and Head of Global Distribution at MFS.

Figuring Out Investing and Vanguard

With: 

        Charley Ellis,

Public Equity

Decision Making

Thought Leader

Episode: 286 Dec 12, 2022 Capital Allocators

Charley Ellis is an investment luminary, founder of Greenwich Associates, author of seventeen investment books.

A Beautiful Carveout at Orveon

With: 

        Advent International,

Private Equity

Manager

Episode: 07 Dec 7, 2022 Private Equity Deals

Tricia Glynn is a Managing Director at Advent International, the global private equity firm that oversees nearly $100 billion

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