Castuner

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

Web do podcast

Escóitao na túa aplicación

Episodios

64 episodios

  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