Capital Allocators – Inside the Institutional Investment Industry

Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)

Sep 27, 2021

Join Brett Barth, a partner at BBR Partners, Jon Harris from Alternative Investment Management, and Casey Whalen, partner at Truvvo Partners, as they mix fun with finance. They reflect on the lasting impacts of COVID-19, share candid views on cryptocurrency, and discuss the importance of mentorship in shaping their careers. The conversation dives into the evolving landscapes of private equity and hedge funds, ethical investing practices, and the urgent need for diversity in the finance industry, all with a spirit of friendship and camaraderie.

01:07:45

Creator website

Episode guests

Casey Whalen

Jon Harris

Brett Barth

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Episode notes

Intro

5min

Reflections on Life, Health, and Crypto Perspectives

2min

Navigating Investment Frontiers

12min

Navigating Health and Investment Challenges

13min

Investment Strategies in Long-Short Equity

12min

Investing in Partnerships

5min

Navigating Diversity and Ethics in Investments

12min

The Influence of Mentorship in Investing

6min

From Competition to Collaboration in Investment Practices

4min

Today’s show is a little different from previous ones. Our Chief of Staff, Hank Strmac, had an idea to blend investing with some fun. It turned out I had just the crew. For the last twenty years, four friends and I have met for dinner regularly to talk investing. Three of them - Brett Barth from BBR Partners, Jon Harris from Alternative Investment Management, and Meredith Jenkins from Trinity Wall Street, are past guests on the show. The fourth, Casey Whalen from Truvvo Partners, was a colleague of mine at Yale back in the mid-90s. We recently got together in Brett’s offices and riffed on a range of topics, including Covid, crypto, nuances in private equity and hedge funds, non-institutional investing, China, diversity, and ESG. We closed with a round on the two people who most influenced our careers. If you enjoy this as much as I do this crew, reach out to Hank or me and let us know. I suspect I can cajole them into doing it again. Until then, please enjoy my most recent gathering with Brett, Jon, Meredith, and Casey. Learn More Subscribe: Apple | Spotify | Google Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Read the transcripts

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