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Capital Allocators

May 20, 2019

Tim Recker is the CIO of the $2.4 billion Irvine Foundation.  He joined Irvine in 2016 after spending a decade in private equity and real assets for the University of California Regents, four years overseeing Alternatives at the Michigan Retirement System, and his early years at GE Asset Management

Our conversation...


May 13, 2019

Michael Mauboussin is the well-known investment strategist currently plying his wares at Blue Mountain Capital.  He joined me for the second time to discuss his new research entitled “Who’s on the Other Side?” 

Our conversation dives into the work, discussing how investors can focus on process over outcome, the...


May 13, 2019

Michael Mauboussin currently is the Director of Research at BlueMountain Capital, a multi-billion dollar hedge fund and asset manager.  He spent the majority of his professional career thinking and writing about decision making, behavior and complex systems, with long stints at Credit Suisse and nearly a...


May 6, 2019

Jon Hirtle is the Executive Chairman at Hirtle, Callaghan & Co., a $20 billion Outsourced CIO business he founded in 1988.  Hirtle Callaghan retains the distinction of initiating the OCIO model that is flourishing in the market today.

Our conversation covers leadership lessons from Jon’s experience in the Marines and...


Apr 29, 2019

Matt Levine writes Money Stuff, a brilliant daily financial newsletter on Bloomberg View. His column discusses current events in corporate finance and markets, with an insightful, nuanced lens and a dry wit.  As Matt describes it in his bio, he writes about the financial industry on the internet, and on the...