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Capital Allocators

Core Fixed Income at IR+M

With: Jack Sommers,

Credit

Manager

Tim McCusker interviews Jack Sommers.

Managing Assets and Partnerships at Tetragon

With: Reade Griffith,

Hedge Fund

Private Equity

Manager

Reade Griffith is the co-founder and Chief Investment Officer of Tetragon and Polygon.

Value in Industry Specialization at Bullhorn

With: Stone Point,

Private Equity

Manager

Stone Point acquired Bullhorn in September 2020, as the fifth private equity owner of the business.

The Case for Emerging Markets

With: Louis-Vincent Gave,

Macro

Asia

Emerging Markets

Strategist

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

Empty Rooms: Investing in Biotech at Janus Henderson

With: Andy Acker,

Public Equity

Empty Room

Manager

Andy Acker is a Portfolio Manager at our anchor sponsor, Janus Henderson Investors, where he manages healthcare strategies.

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: Thoma Bravo,

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.

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