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Capital Allocators – Inside the Institutional Investment Industry

Dec 31, 2018

Please enjoy this countdown of the top 10 most downloaded episodes of Capital Allocators in 2018 (and top 5 most downloaded episodes featuring CIOs).

If you have any ideas and can make introductions to guests who might crack next year's top 10, please send the my way. 

Wishing you a happy, healthy, and prosperous New...


Dec 17, 2018

Tim McCusker is the Chief Investment Officer at NEPC, an investment consultant that advises on $1 trillion in assets on behalf of 400 institutional clients.  Tim oversees NEPC’s 50-person investment research team and leads investment strategy for the firm.  In each of 2014, 2015, and 2016, CIO Magazine recognized Tim...


Dec 10, 2018

Brent Beshore is the founder and CEO of Adventur.es, an investment firm that buys small family-owned businesses with the intention of holding them indefinitely.  After launching a few businesses out of college, Brent developed a distinct investment strategy and style. Earlier this year, he raised outside capital for...


Dec 3, 2018

Tom Bushey is the founder of Sunderland Capital, a Boston-based hedge fund he started in 2016.  Tom graduated from the Wharton School as an undergraduate, and worked as an investment banker at Credit Suisse First Boston, private equity analyst at Thayer Capital, hedge fund analyst at Millenium and Mayo Capital,...


Nov 26, 2018

Mark Baumgartner is the CIO of the Institute for Advanced Study, where he oversees a $1 billion portfolio that seeks to achieve just median returns but with significantly less risk.  Prior to joining IAS, Mark had stints at the Ford Foundation overseeing risk, at Morgan Stanley’s Alternative Investment Partners, at...