Capital Allocators – Inside the Institutional Investment Industry

Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)

Sep 29, 2025

Mason Morfit and Rob Hale are the co-CEOs of ValueAct Capital, which manages $11 billion in public equities focused on the US and Japan. Since its founding in 2000, ValueAct has charted a distinctive path in activist investing, eschewing confrontation and publicity in favor of quiet, meaningful partnerships...

Jack Kokko – Building the Google of Finance at AlphaSense (EP.461)

Sep 25, 2025

Jack Kokko is co-founder and CEO of AlphaSense, the market intelligence platform often described as “Google for finance.” The company’s 6,000 customers canvass 90% of the top asset management firms, all the world’s leading investment banks, and over half of the Fortune 500 companies.

Our conversation covers...

Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)

Sep 22, 2025

Herb Wagner is the Managing Partner of Finepoint Capital, a $4 billion opportunistic value hedge fund he founded eleven years ago after spending fourteen years at Baupost and two at Appaloosa under legendary investors Seth Klarman and David Tepper, respectively.

Our conversation starts with Herb’s hard work as a...

Adrian Meli – Active Equity Excellence at Eagle (EP.459)

Sep 15, 2025

Adrian Meli is the co-CIO of Eagle Capital Management, a 36-year-old firm that manages $34 billion using a style-agnostic, long-only strategy. Adrian joined Eagle in 2008 from the hedge fund world and has helped build a team almost entirely comprised of analysts with similar DNA.

Our conversation covers Adrian’s...

Ted on Alt Goes Mainstream (EP.458)

Sep 8, 2025

Once in a while, I take a turn on the other side of the microphone and share it on our feed when I’ve said something different from what I have in the past.

I recently appeared on Michael Sidgmore’s Alt Goes Mainstream podcast, which focuses on the intersection of private markets and wealth management. Michael was...