Capital Allocators – Inside the Institutional Investment Industry

John-Austin Saviano, founder of High Country Advisors and former allocator at prestigious institutions, shares insights from nearly two decades in the investment sector. He discusses the vital role storytelling plays for emerging managers in a challenging fundraising landscape. Segments cover the dynamics between general and limited partners, the misalignment of incentives in governance, and the importance of effective communication amidst evolving investment strategies. Saviano also highlights lessons from his career shifts and the need for customized risk management in institutional investing.

Shundrawn Thomas, Founder and Managing Partner of Copia Group and former President of Northern Trust Asset Management, shares insights on his transition to social impact entrepreneurship. He discusses his mission to address capital disparities in underserved markets and the importance of aligning investments with personal values. Shundrawn highlights the 'Copia Creed,' emphasizing compassion and equity in building a successful organizational culture. He also reflects on the value of mentorship and the uniqueness of his investment philosophy, aiming for long-term positive change.

Shundrawn Thomas, the President of Northern Trust Asset Management, oversees a $900 billion organization while being a passionate advocate for diversity in finance. He shares his journey through the asset management industry, touching on the importance of values in recruitment and mentorship. Shundrawn addresses challenges related to race and unconscious bias, emphasizing how diversity enhances performance. He also discusses the unique culture at Northern Trust and how businesses can transition from dialogue about diversity to meaningful action.

Anthony Scaramucci, Founder and Managing Partner of Skybridge Capital and former White House Communications Director, shares his insights on the asset management landscape. He discusses his ventures into crypto, highlighting both its potential and risks while reflecting on his partnership with Sam Bankman-Fried and the fallout from FTX. Scaramucci delves into entrepreneurship, resilience through downturns, and the importance of mentorship in navigating challenges, particularly in the ever-evolving financial world.

In this lively discussion, Anthony Scaramucci, a hedge fund entrepreneur with over 23 years of experience, shares his highs and lows, including his whirlwind time in the White House. He reflects on overcoming setbacks at Goldman Sachs and the near collapse of Skybridge. Scaramucci dives into the lessons learned during the 2008 financial crisis, the intersection of Wall Street and Main Street, and the evolving landscape of investment. With humor and humility, he reveals insights on life, resilience, and the perils of pride in both business and personal life.

Explore the intricate world of investment fraud detection and why it's often so elusive. Discover how fraudsters expertly manipulate trust and avoid scrutiny. Through high-profile case studies like Bernie Madoff and Sam Bankman-Fried, gain insight into practical strategies that can help protect you from falling victim. This discussion sheds light on the psychological and systemic factors that allow fraud to flourish.

Gregg Lemkau, CEO of MSD Partners and former Goldman Sachs leader, shares insights from his impressive career. He recounts fascinating stories about working with innovators like Elon Musk. The conversation dives into MSD's growth from a family office to a $20 billion firm, their recent merger with BDT Partners, and the company's future vision. Gregg also discusses the importance of nurturing relationships with founders and the role of integrity in investment decisions. Plus, he reflects on how golf enriches professional connections.

Neal Foard, a 25-year advertising and marketing veteran and one of the world’s top creative directors, shares his expertise in storytelling and presentation. He discusses the components of effective narratives, offering valuable tips for engaging audiences and overcoming presentation anxiety. Neal weaves personal anecdotes, illustrating the profound impact of storytelling in business and human connection. Listeners will learn how to enhance their communication skills, both in person and on video, while finding inspiration in the power of kindness.

Sam Zell, Chairman of Equity Group Investments, shares his remarkable journey from the child of Polish immigrants to a leading investor known for his contrarian tactics. He discusses the importance of cash flow, navigating the real estate landscape, and his lessons from the Great Recession. Zell highlights team culture, emphasizing collaboration and openness, while exploring the balance between liquidity and value in investments. His insights on emerging markets and strategic thinking offer a compelling look at future opportunities in the industry.

Todd Boehly, Co-founder, Chairman, and CEO of Eldridge, shares insights from his journey in finance, from structured credit at Guggenheim to leading a multi-billion dollar holding company. He discusses his innovative investment strategies, diversifying across industries like media, real estate, and gaming. Boehly highlights the impact of technology in shaping investment landscapes, emphasizing unique sourcing opportunities built on strong relationships. The conversation also covers Eldridge's future growth vision, focusing on adaptability and local expertise.