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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Portfolio Management
October 2020
54 minutes

Scott Wilson – Concentrated Investing at Washington University-St. Louis

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Portfolio Management
June 2020
95 minutes

324: Former Public Pension Chairman Marc Levine On Investing During The Pension Crisis

Marc Levine discusses runaway pension liabilities, Illinois’ systematic turnaround, tech overweighting, and the case for Bitcoin in pension portfolios.

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Portfolio Management
November 2019
52 minutes

Steve Rattner – Overseeing Michael Bloomberg’s Family Office

Steve Rattner discusses managing Bloomberg’s family office, lessons from public service and private equity, and his views on China and […]

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Portfolio Management
July 2019
76 minutes

Ash Williams – Florida SBA’s Reigning Chief

Ash Williams discusses overseeing Florida’s $200 billion pension, modernizing asset allocation and compensation, and balancing politics with active and passive […]

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Portfolio Management
July 2019
78 minutes

Sam Sicilia – Seizing on a Long Time Horizon at HostPlus

Sam Sicilia discusses leveraging a long time horizon at HostPlus, infrastructure and private markets investing, and governance in managing a […]

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Portfolio Management
February 2019
73 minutes

Chris Ailman – CalSTRS’ Venerable CIO

Chris Ailman discusses managing CalSTRS’ $220B portfolio, governance challenges in public pensions, and long-term asset allocation including private equity and […]

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