On today’s manager meeting, Tim Recker interviews Satya Patel. Tim is the Chief Investment Officer of the $4 billion James Irvine Foundation. Satya is a Partner and Co-Founder of Homebrew, a $190 million seed stage venture capital firm that takes a concentrated, hands-on, and thesis driven approach. Satya also is a Venture Advisor to Screendoor Partners, an investment vehicle designed to back underrepresented first-time venture capitalists. Before they get going, Tim and I discuss his interest i...
Nov 04, 2021•54 min•Transcript available on Metacast Savneet Singh is the President and CEO of PAR Technology Corp and a Partner at CoVenture. PAR is a $1.6 billion market cap public company whose technology services over 10,000 restaurant locations in over 110 countries. And CoVenture is a $2 billion investment firm focusing on novel asset classes whose founder, Ali Hamed, was a past guest on the show. Savneet previously co-founded GBI, an electronic platform for the trading of real assets, and Tera Holdings, a holding company of niche software b...
Nov 01, 2021•58 min•Transcript available on Metacast On today’s manager meetings, Ellen Ellison speaks with Rashmi Kwatra. Ellen is a past guest on Capital Allocators when she was Chief Investment Officer of the University of Illinois Foundation. Rashmi is the founder and CIO of Sixteenth Street Capital, a Singapore based manager focused on emerging and frontier markets in South and Southeast Asia with $240 million under management. Sixteenth Street manages a concentrated fundamental equity portfolio with a long-term focus on Asia’s fastest growin...
Oct 28, 2021•1 hr 9 min•Transcript available on Metacast Paula Volent is the recently named Chief Investment Officer for Rockefeller University’s $2.5 billion endowment. Paula previously oversaw Bowdoin College’s endowment for twenty years as it grew from $450 million to $2 billion during her tenure and generated returns at the very top of the industry. Bowdoin’s Investment Committee Chair, Stan Druckenmiller, describes Paula as an innovative, outside-of-the-box thinker, an aggressive risk taker, and a workaholic whose passion is unlike anyone he has ...
Oct 25, 2021•38 min•Transcript available on Metacast On today’s Manager Meetings, Kim Lew speaks with Stefan Kaluzny. Kim is the President and Chief Executive Officer of the Columbia Investment Management Company, where she is responsible for managing the University’s $11 billion endowment. She also recently received Institutional Investor’s Lifetime Achievement Award. Stefan is a Founder and Managing Director of Sycamore Partners, a private equity firm specializing in consumer, distribution, and retail with approximately $10 billion in assets und...
Oct 21, 2021•56 min•Transcript available on Metacast Erik Serrano Berntsen is the Founder and CEO of Stable Asset Management, whose mission is to back the Founders of tomorrow’s leading investment firms. Our conversation starts with Erik’s own experience from launch to around $3 billion in assets under management today. We turn to the lessons he’s learned providing strategic capital, advice, and support to investment Founders early in their lifecycle. We discuss the qualities that make for successful Founders and the factors to maximize the probab...
Oct 18, 2021•1 hr•Transcript available on Metacast On today’s episode of Manager Meetings, Ethan Berman interviews Hamish Corlett. Ethan was the founder and CEO of NYSE-listed RiskMetrics Group until it was bought by MSCI in 2010. Upon the sale of the business, Ethan invested in just one money manager, TDM, a shareholder of RiskMetrics at the time. Hamish is a co-founder of TDM Growth Partners, an Australia-based investment firm that manages $1.5 billion in growth companies ranging from early-stage privates to publicly-listed companies on behalf...
Oct 14, 2021•44 min•Transcript available on Metacast Matt Brown is the Founder CEO of CAIS, a leading alternative investment platform on which thousands of financial advisors have invested over $12 billion in alternatives across private equity, private credit, hedge funds, and real estate. Our conversation covers Matt’s background as both a financial advisor and distributor of alternatives that collectively led to the idea behind CAIS. We discuss the development of a two-sided platform, structural features for both financial advisors and managers,...
Oct 11, 2021•46 min•Transcript available on Metacast On today’s manager meeting, Ellen Ellison speaks with Jon Brolin. Ellen is the former Chief Investment Officer of the University of Illinois Foundation, which she joined in 2013 as the first leader of the now $2.4 billion Foundation. Jon is the Founder and Managing Partner of Edenbrook Capital, a $400 million manager of a concentrated portfolio of micro and small cap U.S. equities. Edenbrook applies a private markets approach to public markets, intending to own and add value to its portfolio com...
Oct 07, 2021•1 hr 8 min•Transcript available on Metacast Barry Sternlicht is Chairman, CEO, and Founder of Starwood Capital Group, a $95 billion real estate investment firm with 4,000 employees and 16 offices worldwide. Barry has invested nearly $200 billion across every major real estate asset class around the world. The list of related real estate companies he’s created, results, and associated accolades are extensive and truly impressive. Our conversation covers Barry’s beginnings as an entrepreneur and real estate investor with some great stories ...
Oct 04, 2021•1 hr 3 min•Transcript available on Metacast Today’s episode of Manager Meetings is our first sponsored show, with our friends at Janus Henderson Investors. I had the chance to speak with Daniel Graña, who is responsible for Janus Henderson’s emerging markets equity strategy. Janus Henderson is a leading global asset manager with $400 billion under management. Our conversation covers some stories of the wild west early days in emerging markets, Daniel’s strategy focusing on the intersection of good companies with good governance and good c...
Sep 30, 2021•53 min•Transcript available on Metacast Today’s show is a little different from previous ones. Our Chief of Staff, Hank Strmac, had an idea to blend investing with some fun. It turned out I had just the crew. For the last twenty years, four friends and I have met for dinner regularly to talk investing. Three of them - Brett Barth from BBR Partners, Jon Harris from Alternative Investment Management, and Meredith Jenkins from Trinity Wall Street, are past guests on the show. The fourth, Casey Whalen from Truvvo Partners, was a colleague...
Sep 27, 2021•1 hr 8 min•Transcript available on Metacast Jon Harris is the CEO of Alternative Investment Management, a twenty-year-old investment firm that started as a family office and has evolved into managing $1 billion in hedge fund and private equity strategies on behalf of a range of fascinating business and investment executives. Our conversation starts with the formation of AIM and its people-based investment approach. We discuss building a network to source and diligence managers, filtering the universe of prospects, understanding the motiva...
Sep 27, 2021•59 min•Transcript available on Metacast Meredith Jenkins is the Chief Investment Officer of Trinity Wall Street, where she oversees $5.5 billion of the church’s endowment and real estate assets. Before taking the helm as Trinity’s first CIO, she was the co-CIO of Carnegie Corporation of New York, Andrew Carnegie’s foundation, from 2011 to 2016. She joined Carnegie in 1999 as its first investment associate and was an integral part of the build-out of the Corporation’s investment capability under its first CIO. During the period, Meredi...
Sep 27, 2021•52 min•Transcript available on Metacast Brett Barth is a founder and the CIO of BBR Partners. BBR manages north of $12.5B on behalf of 125 families in its multi-family office. In this episode, we start talking about raising twins, a family issue close to both of our hearts. From there we learn about how Brett came to form BBR. We spend a lot of time going into depth on his firm’s asset allocation process and on the decision-making process of manager selection. Along the way we touch on inefficiencies in Asia in the early days and in m...
Sep 27, 2021•54 min•Transcript available on Metacast On today’s Manager Meetings, Beezer Clarkson speaks with Mike Smith and Nikhil Basu Trivedi. Beezer is a past guest on Capital Allocators and is a Partner at Sapphire Ventures, where she is responsible for the management of Sapphire’s fund investments in early stage venture funds globally. Mike and Nikhil are co-founders of Footwork Ventures, an early-stage venture firm that closed on its first fund earlier this year, which was significantly oversubscribed. Footwork plans to invest in Seed stage...
Sep 23, 2021•47 min•Transcript available on Metacast Luke Ellis is the CEO of Man Group, the largest publicly traded hedge fund company at $135 billion in assets across five distinct investment engines. Luke is also the Deputy Chairman of the Standards Board for Alternative Investments (SBAI), and previously joined the show to discuss the organization alongside Mario Therrien from CDPQ. That episode is replayed in the feed. This time around, our conversation is focused on Luke and his wide-ranging wisdom about markets and asset management business...
Sep 20, 2021•58 min•Transcript available on Metacast Luke Ellis and Mario Therrien are long-time veterans of the hedge fund industry who hold the Chairman and Deputy Chairman seats of the SBAI, or Standards Board of Alternative Investments. The SBAI is an industry consortium that brings together managers and investors to set best practices for the alternative investment industry. In their day jobs, Luke is the CEO of Man Group, the largest publicly traded hedge fund company with $120 billion in assets, and Mario is the Head of Investment Funds and...
Sep 20, 2021•57 min•Transcript available on Metacast On today’s Manager Meeting, Paul Black speaks to Ryan Batchelor. Paul is a popular past guest on the show and the Co-CEO of WCM Investment Management. Ryan is the Co-Founder and Portfolio Manager at Clifford Capital Partners, a $320 million value manager based in Alpine, Utah. Clifford employs a blend of core and deep value holdings selected through bottom-up research into sustainable wide moat businesses for core holdings and out of favor stocks for deep value holdings. The overlap of interest ...
Sep 16, 2021•57 min•Transcript available on Metacast Katie Hall is the Founder and Co-Chair of Hall Capital Partners, a $40 billion OCIO for high-net-worth families, endowments and foundations. She launched Hall Capital with the backing of Don Fisher, Warren Hellman and recent Presidential candidate Tom Steyer back in 1994 and has grown that base to serve 130+ clients today. Our conversation covers Katie’s background, her path to starting Hall Capital, and her approach to the business. We then turn to her investment philosophy, customized asset al...
Sep 13, 2021•50 min•Transcript available on Metacast On today’s manager meeting, Mario Therrien speaks with Leda Braga. Mario is a two-time past guest on the show and is the Head of Investment Funds and External Management at Caisse de dépôt et placement du Québec (CDPQ). CDPQ oversees $300 billion for pension funds in the province of Quebec. Leda Braga is the founder and CEO of Systematica Investments, a $10 billion hedge fund with a quantitative and systematic approach. Leda founded Systematica in 2015 after a decade of experience managing asset...
Sep 09, 2021•57 min•Transcript available on Metacast Three years ago, Paul Black from WCM Investment Management joined me on the show for a very popular conversation. At the time, WCM managed $25 billion in global growth equities out of the limelight in Laguna Beach, CA. Last year, I had a second conversation with WCM with Mike Trigg, the Portfolio Manager of its Focused Growth International strategy. Mike discussed the colorful history of the firm and its research to identify businesses with widening moats and cultures aligned with their competit...
Sep 06, 2021•52 min•Transcript available on Metacast You may remember my popular first meeting from a few years ago with Paul Black of WCM, then a $25 billion asset manager in Laguna Beach, CA. Since then, WCM has gone up and to the right in every way, they sold a minority piece of the business to Natixis, continue to put big numbers on the board, and have grown to north of $66 billion, defying the fade of active management outflows. My guest on today’s show is Mike Trigg, a partner and portfolio manager of WCM’s Focused International Growth strat...
Sep 06, 2021•58 min•Transcript available on Metacast Paul Black is Co-CEO and portfolio manager at WCM Investment Management, a $26 billion manager of global equities that he joined when it was a $200 million boutique in 1989. With so much of the institutional world, including my own training, focused on value investing, I was pleasantly surprised to learn about a large, high performing growth stock manager located in a non-descript building in Laguna Beach, California. Our conversation starts with Paul’s trial-by-fire entry into the business and ...
Sep 06, 2021•56 min•Transcript available on Metacast On today’s show, Roz Hewsenian interviews Jan Garfinkle. Roz serves as the Chief Investment Officer of the Helmsley Charitable Trust, an $8 billion foundation dedicated to increasing access to health care. Jan is the founder of Arboretum Ventures, a $700 million health care-focused venture capital firm based in Ann Arbor, Michigan. Arboretum focuses on investments “off the coast” targeting companies that seek to reduce healthcare costs in devices, diagnostics, services and IT. Before they begin,...
Sep 02, 2021•1 hr 10 min•Transcript available on Metacast Jennifer Heller is the President and Chief Investment Officer of Brandywine Group Advisors, Inc., a subsidiary of Brandywine Trust Group. Jenny manages $12 billion of ‘family endowments’ that are effectively permanent capital if well invested and managed. She is nothing short of a superstar CIO. Jenny was the 7th guest on the show back in 2017, and that recording is replayed in the feed. Our second conversation gets a bit more in the weeds on Jenny’s superb thought processes. We discuss a beginn...
Aug 30, 2021•44 min•Transcript available on Metacast Jenny Heller is the President and Chief Investment Officer of Brandywine Trust Group. Brandywine formed 25 years ago to manage the capital for a small group of families that all share a long-term, multi-generational time horizon. Today, it oversees almost $9B for those same families, much of it from compounding over a quarter century. The Group invests flexibly across asset classes, with a focus on partnering with people who they believe have sustainable competitive advantages, share their long-...
Aug 30, 2021•54 min•Transcript available on Metacast On today’s manager meeting, Tim McCusker speaks with Rick Rieder. Tim is the Chief Investment Officer at NEPC, one of the industry’s largest independent investment consultants with over $1.3 trillion assets under advisement. Rick is BlackRock’s Chief Investment Officer of Global Fixed Income, a group that manages approximately $2 trillion in assets. BlackRock’s fixed income platform covers both active and index mandates across a breadth of vehicles and strategies around the globe. Before we dive...
Aug 26, 2021•39 min•Transcript available on Metacast Matt Spielman is the Founder and CEO of Inflection Point Partners an executive coaching practice he launched after a twenty-year career in the financial and corporate world. Matt partners with high-performing executives and their teams in asset management, media, professional sports, and other industries, and last year was named one of the leading coaches in asset management by Institutional Investor. Our conversation covers Matt’s background and path to executive coaching, inflection points in ...
Aug 23, 2021•51 min•Transcript available on Metacast On today’s manager meeting, Donna Snider speaks with Bruce Martin. Donna was a past guest on the show when named Institutional Investor ’s top CIO of the future. Sure enough, today she serves as the Chief Investment Officer at Hackensack Meridian Health. Bruce founded Still Lake Capital to invest in a concentrated portfolio of equities after spending twenty-five years in the credit markets, including seventeen at Angelo, Gordon. Five years later, he’s still at it, managing his capital alongside ...
Aug 19, 2021•58 min•Transcript available on Metacast 
