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Capital Allocators

Apr 23, 2018

Michael Cembalest is the Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management, a global industry leader with $2 trillion of client assets under management. Michael is also a member of the Investment Committee for J.P. Morgan Asset & Wealth Management and the Investment Committee for the...


Apr 16, 2018

One common refrain across my conversations has been the importance and subtleties of effective governance in making optimal investment decisions.  Alongside Steven Galbraith’s incredible career as an analyst, strategist, portfolio manager, and entrepreneur in the asset management business, he has served on as many...


Apr 9, 2018

Chris Brockmeyer is the Director of Employee Bennefit Funds for the Broadway League, the national trade association for the Broadway theatre industry.  Chris serves as an employer-appointed trustee, in most cases as Co-Chair, on eleven multi-employer pension funds, seven health funds and four annuity/401(k) funds with...


Apr 2, 2018

Andy Redleaf is the Founding Partner of Whitebox Advisors, a $5.5 billion multi-strategy hedge fund launched in 1999 with primary offices in the metropolitan hubs of Minneapolis, Austin, and Sydney, Australia. Before founding Whitebox, Andy spent twenty years trading options, for two years at Gruntal & Comes...


Mar 26, 2018

Last fall, I sat down with a fellow former hedge fund of funds professional Khe Hy, who left the business a few years ago and has developed a fascinating media platform around introspection, self-awareness, and self-development. Certainly a set of characteristics we don’t normally associate with folks in the...