On today’s Manager Meeting, Savneet Signh interviews Adam Wyden. Savneet is the President and CEO of PAR Technology Corp, a $1.5 billion market cap public technology company, the Chairman of CoVenture, and a past guest on Capital Allocators earlier this year, sharing his unique perspectives as a successful operator and investor. Adam is the founder and Managing Partner of ADW Capital, a $350 million concentrated, small cap, long-biased fund he launched with $0.5 million in 2011. ADW’s largest po...
Sep 22, 2022•30 min•Transcript available on Metacast Last year, four of my oldest friends in the business and I got together to banter about a range of investment topics. Now admittedly, I pretty much had to pull their teeth to make it happen that first time, but after having so much fun with it, our old gang didn’t hesitate to do it again. Our dinner crew - Meredith Jenkins from Trinity Wall Street, Casey Whalen from Truvvo Partners, Brett Barth from BBR Partners, Jon Harris from Alternative Investment Management and I - gathered and riffed on lo...
Sep 19, 2022•54 min•Transcript available on Metacast I’m excited to share the first episode of a new podcast called Private Equity Deals. Much like Capital Allocators, we’ll share investment conversations that previously occurred only behind closed doors. In each episode, we discuss an individual private market deal with a manager to learn about the companies, deal dynamics, and ownership that make private equity a force in institutional portfolios and the global economy. The conversations also shed light on how each firm goes about their craft. T...
Sep 15, 2022•46 min•Transcript available on Metacast Greg Lippmann is the co-founder and Chief Investment Officer of LibreMax, an $8 billion asset management firm specializing in structured products. Greg co-founded LibreMax in 2010 after a long tenure at Deutsche Bank focused on the space. He was one of the originators and the literal epicenter of the subprime mortgage short position during the financial crisis. Michael Lewis featured Greg in The Big Short and Ryan Gosling played him in the movie based on the book. Our conversation covers Greg’s ...
Sep 12, 2022•50 min•Transcript available on Metacast Every so often, I share my thoughts on investing on the other side of the mic. And occasionally, those ideas are different from what I’ve shared in the past. Recently, I appeared on the Opto Sessions Interviews with Extraordinary Investors podcast hosted by Haydn Brain. Opto identifies key themes and ideas to help investors get exposure to structural growth trends through a daily newsletter, magazine, and podcast. Hadyn asked me some great questions that cover the difference in retail and instit...
Sep 05, 2022•56 min•Transcript available on Metacast On today’s Manager Meeting, Andy Golden interviews Allan Jean-Baptiste and Marco DeMeireles of Ansa Capital. Andy is President of PRINCO where he has overseen the management of Princeton University’s endowment since 1995. Alongside his long successful tenure, he is a master with wordplay and the use of the pun. Allan and Marco are the Co-Founders and General Partners of Ansa Capital, a thesis-driven growth equity fund launched earlier this year with backing from an impressive list of LPs. Their ...
Sep 01, 2022•43 min•Transcript available on Metacast On today’s show we’ll discuss a classic empty room – an opportunity ignored by most investors. In this case, we dive into the investment case for Venezuela, a non-starter for pretty much every institution because of the country’s autocratic political regime, sanctions, and headline risk. But alongside those known risks are the potential for significant rewards. Rodrigo Bitar is the Co-Founder and Managing Partner of 3B1 Partners, the leading private equity fund making growth investments in Venez...
Aug 29, 2022•35 min•Transcript available on Metacast Carla Harris is a Senior Client Advisor at Morgan Stanley, the most recent of many posts in her 35-year career at the firm that included serving as Vice Chairman of Wealth Management, heading the Emerging Manager platform, and running deals for decades as an investment banker and capital markets professional. She is the author of three books about navigating careers and leadership, Expect to Win , Strategize to Win , and the upcoming Lead to Win , each of which contains lessons she dubs “Carla’s...
Aug 22, 2022•50 min•Ep 267•Transcript available on Metacast On today’s Manager Meeting, David Huang interviews Howard Smith. David is an Associate Director at UTIMCO, the $66 billion investment company that manages the largest public endowment fund in the country. Howard is a Partner and Portfolio Manager of the Japan strategies at Indus Capital, an Asia-focused investment firm that manages $3.5 billion, including $1 billion focused on Japan. Indus was founded in 2000 by its Non-Executive Chairs, Sheldon Kasowitz and David Kowitz, upon spinning out of So...
Aug 18, 2022•54 min•Transcript available on Metacast Paul Enright is a private investor managing his own capital under single family office, Krainos Capital. Paul opened Krainos after a dozen years at Viking Global Investors, the multi-billion dollar long-short equity hedge fund that also has been one of the most successful breeding grounds for talent in the industry. He has a deep understanding of intricacies of long-short equity investing and a knack for explaining it well. Our conversation covers Paul’s career path to Viking, training while the...
Aug 15, 2022•1 hr 6 min•Transcript available on Metacast Brent Montgomery is the CEO of Wheelhouse Group, a family office where he creates entertainment content and a venture capital fund that invests in businesses to amplify brands around talent. Brent is a media producer and operator whose first hit was Pawn Stars at his first production company, Leftfield Pictures. He later oversaw a host of reality television hits, including HGTV’s Fixer Upper , Netflix’s Queer Eye , A&E’s Duck Dynasty , and Bravo’s The Real Housewives of New Jersey, while running...
Aug 08, 2022•52 min•Transcript available on Metacast On today’s Manager Meeting, Maneesh Gandhi sits down with Avichal Garg. Maneesh is a Partner at Evanston Capital, a $4.5 billion hedge fund of funds, whose CIO Adam Blitz was a past guest on Capital Allocators. Avichal is the Co-Founder of Electric Capital, an early-stage venture firm focused on cryptocurrencies, blockchain technologies, fintech, and marketplaces. He has been a successful serial entrepreneur with executive experience at Google and Facebook, which acquired his previous company in...
Aug 04, 2022•55 min•Transcript available on Metacast Sarah Samuels is the Head of Investment Manager Research at NEPC where she oversees teams across public equities, credit, hedge funds, and private markets for the $1.5 trillion investment advisory juggernaut. Prior to joining NEPC three years ago, Sarah worked at the senior level of both a top notch endowment and a public pension fund. She sought to bring the best of both worlds to her role at NEPC. Our conversation covers Sarah’s early career investing, time in the allocator seat at Mass PRIM a...
Aug 01, 2022•47 min•Transcript available on Metacast Josh Friedman is the Co-Founder and Co-CEO of Canyon Partners, a $25 billion multi-strategy firm that specializes in credit-related analysis across distressed securities, securitizations, risk arbitrage, and real estate. Josh founded Canyon in 1990 with Mitch Julis, his roommate from their time at Harvard Law School and Business School. Our conversation covers Josh’s background at Goldman Sachs and Drexel Burnham with Michael Milken, the founding of Canyon, its investment philosophy, key stages ...
Jul 25, 2022•1 hr•Transcript available on Metacast Mario Giannini is the CEO of Hamilton Lane, where he oversees nearly $1 trillion of assets under management and advisement in private capital, making it perhaps the largest investor in private equity in the world. Mario joined Hamilton Lane thirty years ago and has spent the last 21 as its CEO. His breadth of knowledge and experience, alongside at times unconventional views, offers an unparalleled bird’s eye view into this powerful area of investing. Our conversation covers Mario’s background an...
Jul 18, 2022•1 hr 5 min•Transcript available on Metacast Rob Citrone is the Founder of Discovery Capital Management, a $2 billion global hedge fund investing across equities, fixed income, currencies, and rates with a focus on emerging markets. Rob is one of the longest standing managers in the space and the largest investor in his fund. He trained under Julian Robertson in the heyday of Tiger Management in the mid-90s before launching Discovery in 1999. Since then, the firm grew to a peak of $15 billion in assets and despite the subsequent reduction ...
Jul 11, 2022•43 min•Ep 261•Transcript available on Metacast Regan Bozman is a General Partner at Lattice Capital, an early-stage crypto fund that helps founders build defensible moats and new growth playbooks. Regan previously was the first employee at CoinList, a token marketplace that spun out of AngelList, where he was involved in 30 token launches. Our conversation covers Regan’s early years as an entrepreneur, lessons learned from CoinList, and the launching of Lattice. We discuss Lattice’s investment philosophy, sourcing, research process, and subs...
Jul 07, 2022•46 min•Transcript available on Metacast Ashvin Chhabra is the President and Chief Investment Officer of Euclidean Capital, the family office for Jim Simons of Renaissance Technologies. Ashvin joined Euclidean in 2015 after spending time as CIO of the Institute for Advanced Study and CIO of Merrill Lynch Wealth Management. He is the author of The Aspirational Investor and is recognized as one of the founders of goals-based wealth management. Our conversation covers into Ashvin’s upbringing and his path from physics to investing. We dis...
Jul 04, 2022•1 hr 4 min•Transcript available on Metacast Today’s final episode of Crypto for Institutions 2 is a special Sponsor Insight from Anchorage Digital. Diogo Monica is the Co-Founder and President of Anchorage, the first federally chartered digital bank. Our conversation covers Diogo’s uniquely qualified background for his role, the importance and implementation of digital asset custody, and Anchorage’s client-driven extensions from custody into brokerage, lending, staking, and governance. We close covering the creation of the bank, partnersh...
Jun 30, 2022•1 hr 3 min•Ep 259•Transcript available on Metacast I’d like to invite you to attend a special bootcamp on Decision Making I’ll be teaching on July 20th at 11am EST. I’ll share actionable frameworks with special clips from Annie Duke, the legendary decision-making expert, bestselling author, and former professional poker player. The one-hour webinar is one of the most popular classes of Capital Allocators University and is chock full of insights to take back to your team in the investment office. The cost to attend is $250 and Capital Allocators ...
Jun 27, 2022•1 min•Transcript available on Metacast Chris Dixon is a General Partner at a16z where he leads Crypto investing, overseeing the largest pool in the space at $7 billion across four dedicated venture funds and a team of eighty professionals. Chris is one of the leading voices in the crypto ecosystem and topped the Forbes ‘Midas List’ as the most successful venture capitalist in the world in 2021. He was a guest on the show last year, and that replay is available in the feed. Our conversation covers Chris’ framework for web3, network ef...
Jun 27, 2022•54 min•Transcript available on Metacast Chris Dixon is a General Partner at Andreesen Horowitz, where he focuses on the a16z Crypto Funds. Before joining Andreesen in 2013, Chris co-founded, built and sold two technology companies and was a prolific seed investor, founding member of Founder Collective, and personal investor. At various spots along the way, Chris was an investor in BuzzFeed, Uber, Venmo, Hotel Tonight, Coinbase, and Oculus, among many others. Our conversation covers Chris’ early interest in computers and business, and ...
Jun 27, 2022•1 hr 4 min•Transcript available on Metacast Olaf Carlson-Wee is the Founder and CEO of Polychain Capital, a $5 billion investment firm that was one of the first institutional crypto funds upon its launch in 2016. Olaf is among the crypto OGs, he was the first hire at Coinbase and led risk management before founding Polychain with initial investments from Sequoia, a16z, Union Square Ventures, and Founders Fund. He was named to both the Forbes 30 Under 30 and Fortune 40 Under 40. Our conversation explores Olaf’s vision for what is to come i...
Jun 23, 2022•59 min•Ep 257•Transcript available on Metacast Ben Forman is the Founder and Managing Partner of ParaFi Capital, a $1 billion investment and technology firm that focuses on decentralized finance across digital assets, venture equity, and quantitative strategies. Ben launched ParaFi in 2018 after a decade in traditional finance roles across investment banking, credit investing, and private equity at venerable institutions such as Rothschild, TPG, and KKR. Our conversation covers Ben’s background, pivot to crypto, and launch of ParaFi into a b...
Jun 20, 2022•1 hr 15 min•Transcript available on Metacast Stephen McKeon is a Partner at Collab+Currency and Associate Professor of Finance at the University of Oregon, where is teaches a course on crypto assets. As an investor, Stephen focuses on consumer facing applications of crypto. He was a past guest on the show back in 2018 discussing security tokens. That replay is available in the feed and sheds light on how far the crypto ecosystem has come over the last four years. Our conversation begins with a reflection on Steve’s security token thesis, h...
Jun 16, 2022•1 hr 1 min•Ep 255•Transcript available on Metacast Professor Stephen McKeon spent six years out of college working in finance for venture-backed startups before returning to graduate school and earning his PhD in finance in 2011. Blending his interest and experience, Steve focuses his research on corporate finance, M&A, security issuance, and most recently, crypto assets, where he has become a leading academic authority in the nascent area. Our conversation starts with Steve’s first job smack into the teeth of the tech meltdown in 2000 and his s...
Jun 16, 2022•1 hr 11 min•Transcript available on Metacast We kick off Crypto for Institutions 2 with Marcos Veremis. Marcos is a Partner at Accolade Partners, a $4.4 billion venture fund of funds whose founder Joelle Kayden appeared on the show earlier this year. Marcos manages $1 billion in blockchain fund of fund assets across liquid and venture strategies. He is one of the most well-regarded allocators in the space, having created and led the practice at Cambridge Associates before leaving to become a principal, first at Evanston Capital Management ...
Jun 13, 2022•53 min•Transcript available on Metacast Legendary investor Sam Zell is the chairman of Equity Group Investments, a private investment firm he founded more than 50 years ago. Sam has a storied track record of turning around troubled companies and assets, leading industry consolidations, and bringing companies to the public markets. His current investments canvass logistics, health care, manufacturing, energy, and real estate. Sam was recognized five years ago by Forbes as one of the 100 Greatest Living Business Minds, and he’s still go...
Jun 06, 2022•50 min•Ep 253•Transcript available on Metacast Leigh Drogen is the General Partner and CIO of Starkiller Capital, a quantitative asset manager in the digital asset space. Leigh came to the crypto world after experience at a quantitative hedge fund, as an early employee at StockTwits, and as the founder of Estimize, a buyside-driven earning estimate platform that today is one of the largest in the world. Our conversation covers Leigh’s background and lessons on markets from both a retail and institutional lens. We discuss Estimize, insights i...
Jun 02, 2022•56 min•Transcript available on Metacast Chris Voss is the founder of the Black Swan Group, where he works with individuals, teams, and companies in the art of negotiation. Chris is the author of best seller “Never Split the Difference” and learned his trade in his 24 years in the FBI, during which he served as the FBI’s lead international kidnapping negotiator, the lead Crisis Negotiator for the NYC Division, and as a member of the NYC Joint Terrorist Task Force. Our conversation covers techniques in listening and conversation that ev...
May 30, 2022•44 min•Ep 252•Transcript available on Metacast 
