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Capital Allocators – Inside the Institutional Investment Industry

May 31, 2021

Charley Ellis is the founder of Greenwich Associates, author of sixteen investment books, and now a three-time guest on the show. The bookends of his published library - his seminal book, Investment Policy, and most recent work, The Index Revolution, discuss the case for indexing for most investors.
Yet one of...


May 31, 2021

Investment luminary Charley Ellis is the founder of Greenwich Associates, author of 16 books, and one of the most sought-after industry advisors worldwide.  He also believes deeply in the paradox of skill and his latest book, The Index Revolution: Why Investors Should Join It Now, presents a compelling case for...


May 31, 2021

Charley Ellis is one of the most highly regarded experts in the investment business.  After spending nearly a decade as an equity research analyst in the 1960s, Charley founded financial services consulting firm Greenwich Associates in 1972 to help institutions understand what their clients think of them.  Over 50...


May 24, 2021

Dr. Ashby Monk is the Executive and Research Director of the Stanford University Global Projects Center. Ashby was named by CIO Magazine as one of the most influential academics in the institutional investing world. His current research focuses on the design and governance of institutional investors, with specialization...


May 24, 2021

Dr. Ashby Monk is the Executive and Research Director of the Stanford University Global Projects Center. He is also a Senior Research Associate at the University of Oxford, a Senior Advisor to the Chief Investment Officer of the University of California, and the co-founder of Long Game. Ashby advises sovereign wealth...