What Ted’s Thinking Archives

From Endowment Professor to OCIO Chief at Makena Capital

With: 

        Larry Kochard,

Multi-Asset

Venture capital

Allocator

OCIO

E&F

Episode: 250 May 16, 2022 Capital Allocators

Larry Kochard is the CIO at Makena Capital Management, a $20 billion OCIO formed in 2005.

Creativity, Investing, and Engineered Serendipity

With: 

        Sahil Bloom,

Venture capital

Self Growth

Entrepreneur

Thought Leader

Episode: 249 May 9, 2022 Capital Allocators

Sahil Bloom is one of the most dynamic up-and-coming creators in the financial community.

Where the World is Going at Clocktower Group

With: 

        Steve Drobny,

Macro

Multi-Asset

Manager

Episode: 30 May 5, 2022 Manager Meetings

On today’s Manager Meeting, Paula Volent interviews Steve Drobny.

Mid-Market Institutional Consulting at FEG

With: 

        Greg Dowling,

Multi-Asset

Allocator

Consultant

Episode: 248 May 2, 2022 Capital Allocators

Greg Dowling is the CIO and Head of Research at Fund Evaluation Group (FEG) – a mid-market investment consultant.

Macro Consequences of Government Sanctions

With: 

        Louis-Vincent Gave ,

Macro

Asia

Strategist

Episode: 247 April 25, 2022 Capital Allocators

Louis-Vincent Gave is the Founding Partner and CEO of GaveKal, a leading independent providers of macro research.

Mid-Market Distressed Investing at Marblegate

With: 

        Andrew Milgram,

Credit

Manager

Episode: 29 April 21, 2022 Manager Meetings

On today’s manager meeting, I interview Andrew Milgram, a Managing Partner and CIO of Marblegate Asset Management.

Taking the Helm at the Wallace Foundation

With: 

        Tom Lenehan,

Multi-Asset

Allocator

E&F

Episode: 246 April 18, 2022 Capital Allocators

Tom Lenehan is the CIO at the Wallace Foundation, where he oversees $2 billion for the New York City-based Foundation.

The Making of the New Future in Venture

With: 

        Sebastian Mallaby ,

Venture capital

Academic

Thought Leader

Episode: 245 April 11, 2022 Capital Allocators Mini Series

Sebastian Mallaby is the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations.

Entrepreneur’s Perspective on Venture

With: 

        Steve Papa,

Venture capital

Manager

Episode: 244 April 4, 2022 Capital Allocators Mini Series

Steve Papa is the Founder and CEO of Endeca, an enterprise software company that Oracle acquired for $1.1 billion in 2011.

Venture in China at Capital Today

With: 

        Kathy Xu,

Venture capital

Asia

Manager

Episode: 243 March 28, 2022 Capital Allocators Mini Series

Kathy Xu is the Founding Partner of Capital Today, a $2.5 billion firm that is one of the top venture capitalists in China.

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From Endowment Professor to OCIO Chief at Makena Capital

Creativity, Investing, and Engineered Serendipity

Where the World is Going at Clocktower Group

Mid-Market Institutional Consulting at FEG

Macro Consequences of Government Sanctions

Mid-Market Distressed Investing at Marblegate

Taking the Helm at the Wallace Foundation

The Making of the New Future in Venture

Entrepreneur’s Perspective on Venture

Venture in China at Capital Today

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