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Capital Allocators

Feb 24, 2020

Doug Phillips is the CIO of the University of Rochester, where he has overseen the school’s $2.6 billion endowment for twenty years.  Doug’s two-decade tenure at Rochester constitutes only the back half of his work in the endowment world, as he previously managed Williams College’s endowment for fourteen years and...


Feb 17, 2020

Dan Rasmussen is the Founder and portfolio manager at Verdad Advisers, which he launched in 2014 to replicate the historical success of private equity in the public markets.  He’s an outspoken critic of the market’s enthusiasm for private equity, resulting from research he conducted in the business while working at...


Feb 10, 2020

I’m excited to announce Capital Allocators LIVE!, a live event that will take place in NYC on June 18th.

I’ll host a series of live podcasts with Michael Mauboussin, Morgan Housel, Andre Perold, Atomic Habits author James Clear, and Annie Duke.

You can hear us live and sit alongside a bunch of other past guests on...


Feb 10, 2020

James Aitken is the Founder and Managing Partner of Aitken Advisors, a one-man macroeconomic research boutique based in Wimbledon, England from where he pens his weekly “Notes from a Small Island” and consults approximately one hundred of the most influential pools of capital in the world.

After a wildly popular...


Feb 3, 2020

Peter Kraus is the Chairman and CEO of Aperture Investors, a $5 billion asset manager he founded after a storied four-decade career on Wall Street, including heading the Investment Management Division at Goldman Sachs and serving as Chairman and CEO of AllianceBernstein. Throughout his career, Peter has been a...