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Capital Allocators – Inside the Institutional Investment Industry

Mar 30, 2026

Kieran Goodwin is a Partner at Saba Capital, a $6 billion hedge fund manager that seeks to identify dislocations in credit and equity markets to generate convex returns in volatile times. Kieran has been one of the top credit traders on the Street for the last three decades across roles at investment banks in the ‘90s...


Mar 23, 2026

Jeremy Grantham is the Co-Founder of GMO, a $100 billion Boston-based asset management firm co-founded in 1977. Over six decades in markets, Jeremy has been one of the most respected and outspoken voices on value, market bubbles, and long-term investing. He recently published The Making of a Permabear with Edward...


Mar 19, 2026

Throughout most of my career, the S&P 500 has been an appropriate bogey to assess manager performance. More than that, it’s the most widely used benchmark in the capital markets.


But today, it doesn’t represent the broad-based, diversified exposure to the U.S. economy that most participants take for granted when...


Mar 16, 2026

Will Guidara is the author of Unreasonable Hospitality and the soon to release Unreasonable Hospitality: The Field Guide. Unreasonable Hospitality has become a New York Times bestseller and a business bible for elevating customer experiences. Will was co-owner of Eleven Madison Park alongside Danny Meyer when the...


Mar 12, 2026

Ryan Lovell is the Director of Capital Markets at Chainlink Labs, where he leads the development of blockchain-based solutions for tokenized finance across banking and capital markets. Chainlink has powered more than $28 trillion in transaction value and powers the majority of decentralized finance.


Our conversation...