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Capital Allocators

Oct 29, 2018

Karl Scheer is the Chief Investment Officer of the University of Cincinnati’s billion-dollar endowment.  Before taking the helm at Cincinnati in 2011, he co-ran a family office and spent eight years in the venture capital industry.

Our conversation covers Karl’s background, running a family office in the teeth of...


Oct 22, 2018

Andrew Tsai is the Chief Investment Officer of Chalkstream Capital Group, which he founded in 2003 to manage the assets of quant guru Peter Muller.  Andrew’s fascinating background started on the Lehman arbitrage desk in the early 1990s, after which he formed a quantitative hedge fund in 1997, built a dot.comlogistics...


Oct 15, 2018

Michael Schwimer is the CEO of Big League Advance, a company that makes investments in Minor League baseball players in exchange for an agreed-upon percentage of their future earnings.  Before founding BLA, Michael was a professional baseball player, working his way through the minors and reaching the majors as...


Oct 8, 2018

Michael Batnick is the Director of Research at Ritholz Wealth Management, author of theIrrelevant Investor blog, co-host of the Animal Spirits podcast, and recently, author of his first book, Big Mistakes: The Best Investors and Their Worst Investments.

Our conversation starts with Michael’s atypical career path,...


Oct 1, 2018

After getting some great feedback from the replay of my conversation with Scott Malpass, I am going to repeat some gems from the past every few months. This week I picked out my conversation with Andy Golden, the venerable head of Princeton’s 24 billion dollar endowment. It’s another master class in...