Preview Mode Links will not work in preview mode

Capital Allocators

Sep 30, 2021

Today’s episode of Manager Meetings is our first sponsored show, with our friends at Janus Henderson Investors. I had the chance to speak with Daniel Graña, who is responsible for Janus Henderson’s emerging markets equity strategy. Janus Henderson is a leading global asset manager with $400 billion under...


Sep 27, 2021

Today’s show is a little different from previous ones. Our Chief of Staff, Hank Strmac, had an idea to blend investing with some fun. It turned out I had just the crew.

For the last twenty years, four friends and I have met for dinner regularly to talk investing. Three of them - Brett Barth from BBR Partners, Jon...


Sep 27, 2021

Jon Harris is the CEO of Alternative Investment Management, a twenty-year-old investment firm that started as a family office and has evolved into managing $1 billion in hedge fund and private equity strategies on behalf of a range of fascinating business and investment executives. 

Our conversation starts with the...


Sep 27, 2021

Meredith Jenkins is the Chief Investment Officer of Trinity Wall Street, where she oversees $5.5 billion of the church’s endowment and real estate assets.  Before taking the helm as Trinity’s first CIO, she was the co-CIO of Carnegie Corporation of New York, Andrew Carnegie’s foundation, from 2011 to 2016. She...


Sep 27, 2021

Brett Barth is a founder and the CIO of BBR Partners. BBR manages north of $12.5B on behalf of 125 families in its multi-family office. In this episode, we start talking about raising twins, a family issue close to both of our hearts. From there we learn about how Brett came to form BBR. We spend a lot of time going...