Portfolio Management
March 2025
74 minutes minutes

Bold Allocations at The Dietrich Foundation

Capital Allocators

Ed Grefenstette walks through The Dietrich Foundation’s approach to illiquid investments, with 90% of assets invested in venture capital and […]

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Portfolio Management
November 2024
57 minutes minutes

John Glidden – Delta Airlines Pension Fund Turnaround

Capital Allocators

Gidden explains how he improved Delta’s funding status from 42% 13 years ago to 102% today, creating the largest corporate […]

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Portfolio Management
September 2024
65 minutes

David Salem – Investment Wisdom from the Owner’s Box

Capital Allocators

Salem, the founding president and CIO of TIFF, shares principles that guide successful investment strategies, lessons from investing greats, and […]

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Portfolio Management
September 2024
132 minutes

RWH049: Crushing The Market Over 50 Years w/ Jay Bowen

We Study Billionaires

Bowen explains how he & his late father generated an annualized return of 14.4% over 50 years & a cumulative […]

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Portfolio Management
December 2023
49 minutes

Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund

Capital Allocators

Nicolai Tangen oversees the $1.3 trillion Norwegian Sovereign Wealth Fund. In this episode, he discusses the history of the Norwegian […]

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Portfolio Management
December 2023
58 minutes

Different Perspectives And Different Assets At Rice University

Capital Allocators

Allison Thacker serves as the CIO for Rice University’s $8 billion endowment. She discusses her experience as both a direct […]

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Portfolio Management
September 2023
55 minutes

Modern Endowment Model At Partners Capital

Capital Allocators

Miranda is the founder of a $50 billion OCIO. He discusses the evolution of the endowment model, the management selection […]

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Portfolio Management
August 2022
61 minutes

#1069 Adam Kurkiewicz On How To Invest Like The Best Performing Endowment

The Pomp Podcast

Kurkiewicz provides a great glimpse into the Washington U. endowment’s pursuit of high returns and willingness to look different from their […]

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Portfolio Management
September 2021
65 minutes

Scott Malpass – Building a Great Endowment

Scott Malpass discusses identifying exceptional investors, building institutions capable of sustained excellence, and how major asset classes have evolved over […]

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