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Capital Allocators – Inside the Institutional Investment Industry

May 29, 2023

Adam Blitz is the CEO and Chief Investment Officer of Evanston Capital Management, a $4.5 billion hedge fund of funds manager with a decade and a half of experience managing hedge fund portfolios. Adam joined Evanston at its inception in 2002 and leads investment research and portfolio management. Previously, he worked...

May 27, 2023

I share a bunch of questions on my mind for which my best answer is “I Don’t Know.”  These include issues around sovereign debt, asset allocation, an economic slowdown, the stock market, private credit, and life itself.

May 25, 2023

Today’s sponsored insight is another empty room, an opportunity ignored by most investors because they either don’t want to or can’t participate. This time around, we’ll discuss investing where capital is truly scarce - the frontier of the frontier markets.

Kiyan Zandiyeh is the CIO of Sturgeon Capital, a +$300...

May 22, 2023

Amy Falls is the CIO at Northwestern University, where she oversees the school’s $14.2 billion endowment that supports university operations and funds about a quarter of the University’s annual revenue. She also serves on the Board of Harvard Management Company, the Ford Foundation, Phillips Academy, and the...

May 20, 2023

Last Thursday, we lost Sam Zell, one of the true investment greats and one of the most popular past guests on the show. As a small tribute to the great man and investor, we are replaying my conversation with Sam from last year.
Please enjoy the incredible and entertaining story of Sam Zell, the true contrarian whose...