The Distribution by Juniper Square Ep.58: From Allocator to Investor: A CIO’s Take on the Future of Private Capital - Mark Shoberg - Partner/CIO - Capital Creek Partners
Feb 18, 2025
Mark Shoberg, Partner and CIO at Capital Creek Partners, shares insights from his diverse career in investment management. He discusses the common misconceptions about allocators and dives into his experiences at UTIMCO and Stanford Management Company. The conversation also explores the critical role of alternative investments, manager selection strategies, and forecasts potential opportunities in 2025, particularly in U.S. businesses and aerospace, amidst changing economic landscapes. Mark emphasizes building relationships and transparency in investment partnerships.
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Unconventional Path to Finance
- Mark Schoberg's career path was non-traditional, exploring various fields before finance.
- He studied mechanical engineering, worked in consulting, oil and gas, and tech startups before pursuing an MBA.
Vanderbilt Application
- Mark Schoberg's father jokingly only approved of UT or Ivy League schools.
- He applied to Vanderbilt on a whim, during an ice storm, and loved the experience.
Stanford and the Dot-Com Crash
- Mark Schoberg transitioned to Stanford for business school during the dot-com crash.
- His engineering background and the crash influenced his shift towards investing.