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Podcast by Alexander Polen
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Capital Allocators – Inside the Institutional Investment Industry
Ted Seides – Allocator and Asset Management Expert
Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.
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Héichwaasser zu Lëtzebuerg, Polen di schmëlzen, Bränn am Süde vun Europa, Temperature vu bal 50 Grad Celsius a Kanada. Och ouni 6. Rapport vum Weltklimarot ass kloer: d Wiederextremer huelen zou. Virun allem sinn sech awer d'Experten eens a sécher, dass et eng mënschegemaachte Kris ass. Sou akut, dass d'Wuert Klimawandel net méi passt, awer Klima-Urgence. Am Podcast 1Komma5Grad diskutéieren d' Caroline Mart an de Pierre Weimerskirch iwwert eng vun de gréissten Erausfuerderunge fir d' Politik ...
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Tyréns är ett av Sveriges ledande konsultföretag inom samhällsbyggnad. I samspel med kunder och partners skapar vi hållbara lösningar inom stadsutveckling och infrastruktur. Vi har 3 000 medarbetare och verksamhet i Sverige, England, Estland, Litauen och Polen. Tyréns är stiftelseägt och vår ägandeform gör det möjligt för oss att satsa målmedvetet på forskning och utveckling inom samhällsbyggnadsområdet. Vi drivs av nyfikenhet och har ett nära samarbete med universitet och högskolor.
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Cargo Shorts tackles all things related to the transportation of goods. Each episode digs into a key issue facing North American surface transportation with expert insights from economics, automation, and logistics professionals. Learn more about the complexities in the supply chain you’re facing in your business.
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The JRo Show interviews experts in and outside the field of investing to explore the themes of achieving mastery, sustained performance, and longevity. Does it really take 10,000 hours of deliberate practice to become a master? Listen in on Thursdays to find out.
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Sonlife Ministries podcasts including: • 50 day Knowing Him Study supplemental resource • Annual Disciple-making Conference • Ongoing coaching and equipping from Sonlife's trainers • Stories from ordinary disciple-makers sonlife.com
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Far From The Finishing Post explores the ideas and practices of leading investors in an effort to continuously grow our collective knowledge. This podcast is intended for UK listeners only. The views and information contained within this podcast do not constitute investment advice and should not be used as the basis for investment decisions. Any reference to securities should not be construed as a recommendation to buy or sell these securities. Any opinions expressed are those of the relevan ...
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Break the Norm is a podcast designed to create conversation around what it means to have an unconventional career and life on the path to fulfillment. It's an amazing time to pursue your big dreams and create a career path on your own terms. Each week, I'll be giving real life applicable tips & strategies to help you to start breaking the norm right away. Break the Norm so you can have the life & job you want and deserve!
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David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)
53:35
53:35
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Dave Breazzano is the head of the Credit Team at Polen Capital, where he oversees $8 billion of the firm’s $65 billion in assets. Dave is one of the OGs in high yield, having started in the early 1980s and invested continuously through more than forty years since. Our conversation covers some history of the high-yield market alongside Dave’s involv…
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Toby Rodes - Unlocking Value in Japan (EP.407)
55:57
55:57
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Toby Rodes is the Co-Founder and Managing Partner at Kaname Capital, a value- and quality-oriented manager of small-cap Japanese equities. Our conversation covers the case for Japan and why this time is different. We discuss Toby’s deep-rooted fascination with Japan, his education in Japanese culture, and his transition to investing on the sell sid…
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Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406)
1:16:54
1:16:54
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1:16:54
Mike Maples Jr. is a partner at Floodgate, a pre-seed and seed-stage venture capital firm he co-founded in 2006 with Anne Miuro-Ko. He has been on the Forbes Midas list eight times in the last decade and backed Twitter, Lyft, Twitch, Okta, and many others in their earliest stages. Attempting to understand if he had been lucky or skillful, Mike stud…
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Ep. 15: The Evolving Supply Chain with Greg Plemmons of OD & Dr. Thomas Goldsby of the University of Tennessee
34:23
34:23
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The domestic supply chain has changed in ways few could predict. It has rebuilt itself in new, dynamic ways, with a stronger version of Just-in-Time shipping emerging. It is called “Just-in-Time 2.0.” This new model keeps the best parts of the old system while focusing on shorter, resilient lines of transport with greater redundancy. Host Jonathan …
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Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404)
58:24
58:24
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58:24
Jase Auby is the Chief Investment Officer of the Teacher Retirement System of Texas, where he oversees the $200 billion pension fund that’s the fifth largest in the U.S. TRS manages assets that support the retirement security of over two million public education employees in Texas, and has long been known as a thought-leading steward of capital in …
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My latest book, Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals, arrives next week. This post shares how this book came to be, a glimpse at what’s inside, and a rebuttal of common criticisms of private equity. Read Ted’s blog here.
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David Eichhorn - Serving Clients and Reducing Risk at NISA (EP.403)
54:21
54:21
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54:21
David Eichhorn is the CEO and Head of Investment Strategies at NISA, a $400 billion employee-owned asset manager of risk-controlled fixed income and derivative overlays that is widely respected for its highly collaborative client relationships. The firm is one of the largest derivative overlay managers in the world and the largest U.S. manager of L…
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Michael Mervosh - Invest in Yourself (EP.402)
30:05
30:05
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30:05
Today’s show is quite different from our typical show. It’s an edited replay of a conversation from six years ago with Michael Mervosh, the Executive Director of the Hero’s Journey Foundation. Michael created HJF to provide experiential opportunities for human development and transformation based on Joseph Campbell’s mythic hero’s journey. A few we…
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CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401)
51:08
51:08
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51:08
Josh Fenton is the CIO of the Leona M. and Harry B. Helmsley Charitable Trust, an $8 billion pool he began leading earlier this year upon the retirement of Roz Hewsenian, who served as CIO for the prior twelve years. Roz was a past guest on the show, and that conversation is replayed in the feed. Our conversation follows last week’s about successio…
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[REPLAY] Roz Hewsenian – Helmsley Trust’s Chief of People and Process (Capital Allocators, EP.63)
1:15:52
1:15:52
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1:15:52
Roz Hewsenian is the Chief Investment Officer of the $6 billion Helmsley Charitable Trust. Prior to joining Helmsley in 2010, Roz had a storied career in the industry, highlighted by her two decades of work as the consultant to CalPERS while at Wilshire Associates. Our conversation tracks Roz’s career, including lessons from teaching children, the …
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Succession - Sarah Samuels on Generational Transitions (EP.400)
43:50
43:50
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43:50
As the first generation of investment firm founders approaches retirement age, the issue of succession to the next generation is increasingly at hand. We’ve seen several successful transitions of firms, many that haven’t survived their founders, and an entire sub-industry arise to help facilitate generational transfers across GP stakes, public offe…
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[REPLAY] Sarah Samuels – Framework and Rigor at NEPC (EP.264)
46:32
46:32
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46:32
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 t…
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Todd Simkin - Game of Trading at Susquehanna (EP.399)
1:11:52
1:11:52
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1:11:52
Todd Simkin is an Associate Director at Susquehanna International Group, a global quantitative trading firm comprised solely of internal capital that is known for its rigorous analytical approach to decision-making. Todd is also the CEO of Susquehanna Re, his latest role in a 27-year tenure at SIG that has spanned trading, strategic initiatives, an…
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Jeff Assaf - Protecting Clients and Assets at ICG (EP.398)
47:49
47:49
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47:49
Jeff Assaf is the founder and CIO of ICG Advisors, which oversees $7B in assets for a highly curated group of 80 client families. While Jeff keeps his client names confidential, ICG manages money for a roster of successful athletes, entertainers, and business professionals with a combination of tailored investment solutions and white-glove service,…
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Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)
1:00:05
1:00:05
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1:00:05
Rob Small and Anil Seetharam are Managing Directors and founding members of the Stockbridge team at Berkshire Partners, a $5B concentrated public equity manager that sits inside the $20B private equity firm. Unlike many public equity strategies at private equity firms, Stockbridge works closely and collaboratively with Berkshire’s private equity te…
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Jennifer Prosek – Nailing the Narrative (EP.396)
57:54
57:54
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57:54
Jennifer Prosek is the founder and CEO of Prosek Partners, a leading marketing and communications firm that for 30 years has helped the world’s top brands navigate what comes next. In asset management, Prosek’s clients oversee $60 trillion and comprise a who’s who in private and public markets. Jen is a popular past guest on this show from her firs…
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[REPLAY] Jen Prosek – Branding an Asset Management Firm (Capital Allocators, EP.81)
56:28
56:28
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56:28
Jennifer Prosek is the founder and CEO of Prosek Partners, a leading international public relations and financial communications consultancy with offices in New York, London, Los Angeles and Connecticut. Prosek Partners ranks among the top 10 independent public relations firms in the U.S., and among the top financial communications consultancies. T…
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Training Grounds: Bain Capital, John Connaughton (EP.395)
50:25
50:25
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50:25
Today’s show is the second in an ongoing mini-series discussing Training Grounds, organizations that have developed industry leaders. The first episode discussed Carnegie Corporation, where over a dozen years 8 of the 17 investment professionals that came through the doors became CIOs at Carnegie or other institutions. Bain Capital is one of the wo…
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