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Capital Allocators – Inside the Institutional Investment Industry

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Title: Capital Allocators – Inside the Institutional Investment Industry

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This week's Summer Series is a two-fer on the essential skill of storytelling. Whether pitching an investment fund to a prospect, an idea to a portfolio manager or CIO, or a request of a family member, storytelling helps you get what you want.

To help understand the art and science of storytelling, Matt Dicks – a retired middle school teacher and author of the best-se...


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This week's Summer Series is a two-fer on the essential skill of storytelling. Whether pitching an investment fund to a prospect, an idea to a portfolio manager or CIO, or a request of a family member, storytelling helps you get what you want.

To help understand the art and science of storytelling, Matt Dicks – a retired middle school teacher and author of the best-se...


Read full story

This week's Summer Series covers the pre-mortem analysis with its founder, Gary Klein. Gary discovered pre-mortems while working with fighter pilots and wrote a white paper applying the tool to investment analysis alongside Paul Johnson and Paul Sonkin. Please enjoy this discussion of the proper use of pre-mortem analysis with Gary, Paul, and Paul from 2019. Learn more about ...


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This week's Summer Series is a highly atypical episode, where I appear as the guest. Matt Breitfelder from Apollo asked to interview me about interviewing, something I learned far more from hosting the show the last nine years than I ever did while interviewing managers for 20. The conversation has been sufficiently popular that it made the Summer Series on investment process...


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This WTT, The Anatomy of a Blow-Up, brings Situational Awareness to the underlying causes of hedge fund disasters.

Read Ted's blog here.

Editing and post-production work for this episode was...


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