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The Allocators Playbook

Markets Group

The Allocators’ Playbook by Markets Group is a podcast for asset allocators navigating asset allocation, manager selection and the next market cycle. Please visit us online at www.marketsgroup.org

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Épisodes

64 épisodes

  1. Two Stints as Interim CIO: Howard Hodel on Risk, Rebalancing and Reassuring the Board 25:59
  2. Stefan Beiner on Repo, Resilience, and Why Governance Beats Prediction in Pension Investing 20:41
  3. Inside PMRS’ Playbook: Owning Debt, Skipping Equity and Building AI Fluency 35:51
  4. West Virginia CIO Craig Slaughter: Four decades, $4.8 billion in outperformance and one rule — don’t get whipsawed by politics 36:56
  5. MPK's CIO on Buying Gold, Dumping Tech and Waiting for Real Estate to Bottom 25:41
  6. Is this a bubble? CIO Matt Clark on investing for crashes, expensive markets & September volatility 35:13
  7. Why UBC Investment Management CEO Dawn Jia says portfolios need nutrients, not asset-class labels 30:36
  8. Sampension CIO bets on RA, VC to hedge inflation era 21:53
  9. CIO Hall of Famer John Skjervem on a 'Truman Show' Fund, Doubling AUM, and Fiduciary True North 40:32
  10. Top Decile CIO Mark Steed on Sports investing, AI and tracking high convictions for pension teams 46:38
  11. Part 2: Special Session with Ash Williams: returning to Florida SBA, with questions from CIOs 57:19
  12. Part 1: Exclusive: Ash Williams CIO Hall of Fame Special Session 39:43
  13. Where investors are leaning in, with CIO Jeb Burns, Mich.MERS 35:43
  14. Navigating Inflationary Cycles and Geopolitics with Nordic Allocators 14:59
  15. Finding Balance: Repositioning a Pension for a New Regime 28:46
  16. OCERS CIO Molly Murphy on dynamic investing in volatile markets 32:28
  17. Inside the Halifax Port ILA/HEA Pension Plan’s ‘Micro Maple 8’ Strategy 37:29
  18. Harbourfront Wealth Group scales up growth strategy 20:57
  19. Thematic investing with venture-backed Savvy Wealth’s CIO Sharma, who increased AUM 4.5x in 2025 31:17
  20. Thom Williams on revamping Hawaii ERS: Governance, strategy and long-term vision 30:16
  21. How to get in the Top 2% of pension fund earnings for 10 YEARS while staying one of the top firms in the USA in Private Equity with CIO Farouki Majeed 42:51
  22. Martin Roth, CEO, Pensionskasse Manor: Bullish on Alts — But the Challenges Are Real 27:42
  23. Donald Pierce: An all-weather credit strategy 19:31
  24. RFG Advisory CIO Rick Wedell on Increasing Access to Institutional-Grade Investments 43:35
  25. Beyond the noise: How the Utah School and Institutional Trust Funds Office stays focused on long-term signals 41:59
  26. Why AustralianSuper's CIO draws inspiration from Warren Buffet 21:54
  27. From Scratch: Aaron Bennett on building a resilient pension plan without a playbook 24:26
  28. Learn from a top 1% Chief Investment Officer for 1, 3, 5, 10 and 20 years: Hall of Famer Larry Krummen, CIO of MoDOT and Highway Patrol Retirement 48:51
  29. Demystifying Pensions: Economic Impact & the Future of Retirement | Celine Chiovitti (OMERS) 34:11
  30. Denmark's PKA Pension on investing in climate and real assets 32:56
  31. York U treasurer on global market shifts and investor signals 30:58
  32. How investing in Saudi Arabia can benefit your portfolio 46:45
  33. Michael Hyatt outlines what it takes to get his attention for capital investments in the VC space 47:31
  34. Unitization, Inflation and Wage Growth with Colorado PERA Chief Investor Amy McGarrity 31:33
  35. Navigating the biggest challenges and opportunities for allocators in APAC 23:33
  36. A Look Back at 2023: Exclusive Interview with Hall of Fame CIO Jonathan Glidden of Delta 53:17
  37. Achieving the Investment Trifecta 16:57
  38. CIO Marc Gauthier on building Concordia’s investment playbook 21:32
  39. Exclusive With Larry Johansen: How an actuary built the framework for two successful state retirement funds 25:20
  40. A Look Back at 2024: Exclusive with Elias Bachmann 29:12
  41. Chris Ailman: Navigating politics, policy and mega trends 38:44
  42. CIO TJ Carlson is planning his strategy around portable alpha 37:23
  43. A Look Back at 2024: The Power of Perseverance, Mental Health, DE&I & “Black Tax” 37:02
  44. A Look Back at 2024: NYC CIO Steven Meier on Strategies and Sectors for AI Investments 27:44
  45. A Look Back at 2024: Dr. Ron Piccinini Dives into the Bi-Annual Playbook, Market Trends, and More 29:03
  46. A Look Back at 2024: Generating Sustainable Returns with Rob Roy 15:39
  47. A Look Back at 2024: Mika Malone on manager red flags, investments in emerging markets and more 36:04
  48. Caltech's Chief Investor on Sports Investing & Increasing a Business’ Worth by 10x 33:58
  49. A look back at 2024: CIO Mark Steed on Mastering Artificial Intelligence for Portfolios 36:02
  50. A look back at 2024 of Athletics to Assets: The Journey of an Olympian Turned Financial Advisor 17:10