Fabrice Grinda is an entrepreneur, angel investor, and founder of FJ Labs, a venture capital firm that backs a diversified portfolio of startups in marketplace businesses. The firm takes a founder-friendly, non-institutional approach, employing heuristics to formulate quick decisions. Our conversation covers Fabrice’s path as a serial entrepreneur and lessons learned building and investing in marketplaces. We discuss FJ Lab’s unique investment process focused on four investment heuristics and ex...
Jan 24, 2022•1 hr 5 min•Ep 232•Transcript available on Metacast On today’s Manager Meeting, Greg Dowling interviews Florian Bartunek. Greg is the Co-CIO and Head of Research for Fund Evaluation Group, an institutional OCIO and investment consultant with $83 billion in assets under advisement. Florian is the founding partner and CIO of Constellation Asset Management, a long-only asset manager focused on Brazil with approximately $3 billion in AUM. Florian founded Constellation in 1999 alongside Jorge Paulo Lemann and 3G and brought in Steve Mandel’s Lone Pine...
Jan 20, 2022•44 min•Transcript available on Metacast Sean O’Sullivan is the founder of SOSV, a $1 billion global venture capital firm that seeds 150 companies a year through start-up development programs that support entrepreneurs across hardware, bioengineering, China, mobile apps, and the blockchain. Sean has pretty much done it all. He grew up on welfare, found his way to technology in the 1970s, and started his first company in his early 20s. That company, called MapInfo, was the original street map technology well before the days of the inter...
Jan 17, 2022•50 min•Transcript available on Metacast Chris Douvos is the Founder and Managing Director of Ahoy Capital, where he invests in early-stage venture funds and co-invests alongside his managers. Chris has been a fixture in venture capital for nearly two decades and was an early guest on the show back in 2017. That replay is posted in the feed. Our conversation offers an LP perspective on the venture landscape, covering the current environment, range of players in the early stage, and how Chris is navigating the landscape. Learn More Foll...
Jan 10, 2022•46 min•Transcript available on Metacast Chris Douvos is Managing Director at Venture Investment Associates, a fund that invests $1B in commitments to venture capital funds. Chris is responsible for the management of relationships with the funds’ managers and the identification and development of new manager relationships. He is the author of an entertaining blog about venture capital entitled SuperLP – Adventures in Investing, available at SuperLP.com . Prior to joining VIA, Chris spent seven years co-heading the private equity progra...
Jan 10, 2022•1 hr 10 min•Transcript available on Metacast David Rosenthal and Ben Gilbert are venture capitalists and hosts of the Acquired podcast. Acquired is one of my favorite shows. In it, David and Ben tell stories of great companies in technology with thorough research and a fun, engaging style. Our conversation kicks off the mini-series with their respective backgrounds in venture, the creation of Acquired, and their research process for show. We then dive into the origins of the cottage venture capital industry, inflection point after the tech...
Jan 03, 2022•1 hr 6 min•Transcript available on Metacast On today’s Manager Meeting, Eric Upin interviews Jamie Montgomery. Eric is the Co-founder of Point Olema Capital, a private investments office serving multigenerational families. He previously served as the CIO of Makena Capital Management, CIO at Stanford Management Company, and the interim CIO at Washington University in St. Louis, where he remains Executive Board Chair. Jamie is the Co-Founder and Managing Partner of March Capital, a $1 billion Santa Monica-based venture and growth equity fir...
Dec 30, 2021•45 min•Transcript available on Metacast Our second annual review is an audio version of my annual letter to you. After the annual review, stay tuned for a rundown of the top shows of 2021. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership...
Dec 27, 2021•14 min•Transcript available on Metacast Chamath Palihapitiya is the founder and CEO of Social Capital, where he invests in private businesses, public markets, and experiments with that objective of compounding capital at high rates so that he can advance humanity by solving the world’s hardest problems. Chamath previously was an early employee at Facebook, a prolific angel investor, and co-founder of the venture capital business that was the first version of Social Capital. He’s been in the press of late for raising and deploying a se...
Dec 27, 2021•1 hr 6 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 ...
Dec 27, 2021•1 hr 3 min•Transcript available on Metacast Katy Milkman , the James G. Dinan Professor at The Wharton School of the University of Pennsylvania, host of Choiceology , Charles Schwab’s popular podcast on behavioral economics, the co-founder and co-director alongside Angela Duckworth of the Behavior Change for Good Initiative, and most recently, the author of How to Change: The Science of Getting From Where You are to Where You Want to Be . Our conversation covers Katy’s path to studying change and her new book, which is framed around ident...
Dec 27, 2021•57 min•Transcript available on Metacast Yen Liow is the founder and Managing Partner of Aravt Global, a fundamental global equity firm based in New York that manages long-short and long only products. Yen founded Aravt after a long stint at famed family office Ziff Brothers Investments, where he was part of the team that managed a market, neutral long-short hedge fund in a culture of framework thinking and continuous improvement. Our conversation covers Yen’s background, experience at ZBI, and lessons about process, competitive edge, ...
Dec 27, 2021•1 hr 15 min•Transcript available on Metacast My guest on the first episode of Private Equity Masters is John Toomey, one of two members of the Executive Management Committee at HarbourVest Partners. For more than thirty years, HarbourVest has invested across all parts of the private equity spectrum - in funds, secondaries, and direct co-invests. Today , it oversees over $75 billion of assets and canvasses the world. Our conversation discusses the early days of private equity investing, evolution of strategies across primaries, co-invests, ...
Dec 27, 2021•1 hr 7 min•Transcript available on Metacast On today's manager meeting, Nat Fraser interviews Justin Fishner-Wolfson. Nat is an Executive Director at Agility, a $15 billion outsourced CIO firm serving 42 endowments, foundations, family offices and corporations. Justin is the Co-Founder and Managing Partner of 137 Ventures, a $2 billion growth-stage venture firm with a differentiated approach to sourcing deals. 137 provides customized liquidity solutions directly to founders, investors, and early employees of private technology companies. ...
Dec 23, 2021•41 min•Transcript available on Metacast Paul Black and Mike Trigg from WCM Investment Management are both past guests on the show who have taken an investment philosophy focused on culture and moat trajectory to turn a once struggling boutique into a $100 billion powerhouse. Paul came on the show a few years ago when WCM had quietly grown to $25 billion in assets, and Mike joined a year ago to dive into their research process. Their colleague Mike Tian shared another perspective earlier this year when he described applying WCM’s moat ...
Dec 20, 2021•1 hr 4 min•Ep 227•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...
Dec 20, 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 ...
Dec 20, 2021•56 min•Transcript available on Metacast On today’s Manager Meetings, Jason Klein sits down with Jarrid Tingle and Henri Pierre-Jacques. Jason is is the CIO at Memorial Sloan-Kettering Cancer Center and a past guest on Capital Allocators. Jarrid and Henri are co-founders and Managing Partners of Harlem Capital, a venture capital firm seeking to change the face of entrepreneurship by investing in 1,000 diverse founders over the next 20 years and creating a community to support diversity across the industry. Before they get going, Jason ...
Dec 16, 2021•49 min•Transcript available on Metacast Christopher Zook is the Chairman and CIO of CAZ Investments, a twenty-year old, non-traditional multi-family office that has $3 billion invested in a series of thematic strategies, including $500 million from the CAZ team and its shareholders. Our conversation covers Christopher’s self-determined path to creating CAZ, a thematic model that creates raving fans, and some of CAZ’s investment themes, including GP stakes, midstream energy, disruptive technology, and changing consumer behavior. Along ...
Dec 13, 2021•57 min•Transcript available on Metacast On today's Manger Meeting, Chris Douvos interviews Bill Trenchard. Chris was an early guest on Capital Allocators and is the Founder of Ahoy Capital, a boutique fund of funds focused on early-stage venture. Bill is a Partner at First Round Capital, which focuses on seed-stage investing in technology companies. Bill joined First Round after starting five companies and led First Round's investments in Uber, Flexport and LendingHome. Before they get going, Chris and I discuss his initial discovery ...
Dec 09, 2021•54 min•Transcript available on Metacast Ian Charles and Doc O’Connor are the Co-Founders and Managing Partners of Arctos Sports Partners, a private equity firm dedicated to buying minority stakes in professional sports franchises. From its founding just two years ago, Arctos quickly has become the market leader in the space, raising a $2.1 billion first-time fund and a SPAC alongside Executive-in-Residence Theo Epstein, and buying stakes in MLB teams including the Boston Red Sox, the Golden State Warriors and Sacramento Kings in the N...
Dec 06, 2021•1 hr 14 min•Ep 225•Transcript available on Metacast On today's Manager Meeting, Ben Cooper interviews Will Cook. Ben is the Head of Manager Research at Cardano Group, a market leading investment adviser for pension schemes in the UK and Netherlands that oversees GBP 15 billion of discretionary assets and advises on GBP 50 billion of assets. Will is the portfolio manager at Sunriver Management, a fundamental long-short equity investment firm he founded in 2014 after a long tenure at Ziff Brothers Investments. Sunriver focuses on underfollowed mid ...
Dec 02, 2021•58 min•Transcript available on Metacast Chas Cocke is the founder of LB Partners and a former co-founder of Investure, one of the original scaled OCIO businesses. Chas has followed an atypical path from a decade as an allocator to a focus on stock picking, first building an internal direct team at Investure and then launching LB in 2019. Chas opened and closed LB to new capital on day one, and recently created a digital infrastructure index that trades as an ETF under the ticker BYTE. You can learn more about it at iodigitalindex.com ...
Nov 29, 2021•1 hr 5 min•Ep 224•Transcript available on Metacast On today's Manager Meeting, Tarik Serri interviews Brian Higgins. Tarik is a Senior Director at Trans-Canada Capital, a $23 billion investment management firm that oversees the pension assets of Air Canada and outside organizations. Brian is co-founder and co-portfolio manager of King Street Capital, a 25-year-old, credit-focused hedge fund that manages $20 billion in assets. Before they get going, Tarik and I discuss King Street's distinctive features, TCC's ongoing due diligence, and the fit o...
Nov 24, 2021•50 min•Transcript available on Metacast Todd Boehly is the Co-founder, Chairman, and CEO of Eldridge, a multi-billion dollar permanent capital holding company with investments in eighty businesses, including high profile brands like the Los Angeles Dodgers, Dick Clark Productions, and The Hollywood Reporter, and an array of companies across other industries, including media, insurance, real estate, asset management, and technology. Combining its structure and Todd's acumen, CNBC recently postured that Eldridge may be the next Berkshir...
Nov 22, 2021•53 min•Transcript available on Metacast On today's Manager Meeting, Michael Liddy speaks with Kyle Samani and Tushar Jain. Mike is a Partner at Evanston Capital Management, a $4.5 billion hedge fund of funds, whose CIO Adam Blitz was a past guest on Capital Allocators. Kyle and Tushar are Co-Founders and Managing Partners of Multicoin Capital, a $4.5 billion thesis-driven manager of cryptocurrencies, tokens, and blockchain companies. Kyle and Tushar founded Multicoin in 2017 and have grown its hedge fund and venture businesses to one ...
Nov 18, 2021•1 hr 9 min•Transcript available on Metacast Richard Tedlow is the Class of 1949 Professor of Business Administration Emeritus at the Harvard Business School, where he spent three decades teaching business history. Richard left HBS in 2010 to join the faculty of the new Apple University and retired in 2018. Earlier this year, he published The Emergence of Charismatic Business Leadership, which is the subject of the show. Our conversation covers Richard's background and lessons learned teaching for four decades. We then turn to his latest t...
Nov 15, 2021•46 min•Ep 222•Transcript available on Metacast On today’s Manager Meeting, Craig Bergstrom interviews Himanshu Gulati. Craig is the Chief Investment Officer at Corbin Capital Partners, a $9 billion investor in hedge funds and opportunistic credit strategies. Himanshu is the Founder and CIO of Antara Capital, an event driven hedge fund that invests across the capital structure in loans, bonds, distressed credit, and special situation equities. Antara combines a fundamental approach with active trading, dynamic asset allocation, and risk manag...
Nov 11, 2021•38 min•Transcript available on Metacast Jordi Visser is the President & CIO of Weiss Multi-Strategy Advisers, a $4 billion hedge fund focused on an innovative investment process, insightful data analytics, and cutting-edge thought leadership. Jordi came on the show and discussed his background and Weiss’ strategy back in 2019. That conversation is replayed on the feed. This time around we get a glimpse of Jordi’s thoughtfulness and rigor across work and life, including baseball cards for portfolio managers, the adaptability quotient o...
Nov 08, 2021•1 hr 1 min•Ep 221•Transcript available on Metacast Jordi Visser is the President & CIO of $1.7 billion Weiss Multi-Strategy Advisers, an asset management firm with a 40-year history of focusing on innovative investment processes and cutting edge thought leadership. Our conversation covers Jordi’s decade of learning at Morgan Stanley, and then turns to a deep dive on all aspects of Weiss’ equity market neutral, multi-manager process, including the importance of data visualization to risk management, behavioral alpha, improving portfolio manager p...
Nov 08, 2021•1 hr 19 min•Transcript available on Metacast 
