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Capital Allocators – Inside the Institutional Investment Industry

Apr 8, 2019

A few months ago, Marcel van de Hoef interviewed me on his podcast, The Meeting Strategist.  He created Meeting Strategist to help senior professionals across industries think more strategically about business conversations and improve their listening, questioning and meeting skills. 

With his permission, I’ve shared that discussion on this week’s show.  You can learn more about his work at

Our conversation starts with my background and covers my communications with Warren Buffett, characteristics of successful active managers, manager meeting structure, culture assessment, tools for effective listening, lessons I learned from David Swensen, and my preparation and conducting of podcast interviews.

Please enjoy my thoughts on interviewing and manager meetings, with Marcel van de Hoef asking the questions.

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