Oct 26, 2020
Marko Papic is the Chief Strategist at Clocktower Group, where he provides research on geopolitics, macroeconomics, and markets. Marko recently published Geopolitical Alpha: An Investment Framework for Predicting the Future, an imminently readable book with colorful examples of political analysis. Marko’s approach...
Oct 19, 2020
Carrie Thome is the longtime former CIO at WARF, the Wisconsin Alumni Research Foundation, a $3 billion pool that arose from monetizing technologies developed at the University of Wisconsin. She recently left to start a venture capital firm called NVNG, or Nothing Ventured, Nothing Gained.
Our conversation covers...
Oct 12, 2020
Mathieu Chabran, a co-founder and Co-CIO of Tikehau Capital, a publicly listed alternative asset manager that oversees 25 billion Euros across private credit, real estate, private equity, and liquid strategies.
Our conversation tells the story of how Mathieu and his friend Antoine began with 4 million EU in 2004 and...
Oct 5, 2020
Scott Wilson is the CIO at Washington University of St. Louis,
where he oversees a $10 billion endowment. Scott joined Wash U
three years ago from Grinnell College, where he learned a
completely different style of endowment investing than is practiced
Our conversation covers Scott’s upbringing, early Wall...