Capital Allocators – Inside the Institutional Investment Industry

Dan Ivascyn, Group-CIO of PIMCO with 25 years at the firm, discusses the dynamic landscape of fixed income markets. He shares insights on adapting investment strategies amidst economic changes, highlighting the importance of risk management. Ivascyn emphasizes building trust in leadership, especially during transition periods. The conversation touches on opportunities in the current bond market, while also blending personal passions like skiing with professional wisdom, offering advice for newcomers in the finance world.

Delve into the fascinating world of private equity with a spotlight on Fenway Sports Group. Explore their impressive portfolio, including the Boston Red Sox and Liverpool FC. Hear insights from Arctos founder Ian Charles and FSG’s President Sam Kennedy as they discuss the impact of strategic investments in sports franchises. Uncover the dynamics of ownership and the stories behind high-stakes deals. This engaging conversation sets the stage for a season rich with business intrigue and sports passion.

José E. Feliciano, Co-Founder and Managing Partner of Clearlake Capital Group, shares insights from managing over $75 billion in assets. He discusses his journey from banking to private equity, the challenges of flexible investment strategies, and the operational dynamics within his firm. Insights into innovative investments, such as Chelsea Football Club, highlight the parallels between sports and technology sectors. José also delves into the significance of transparency in investment processes and the evolving landscape of capital management.

Brian Philpot, President and CEO of AgAmerica, shares his 24 years of experience in agricultural finance and the urgent need to support farmers. He discusses how AgAmerica originated $2 billion in loans and highlights the shift from traditional banks to innovative lending solutions. Topics include the future of farming amid declining farmland, the challenges of food security, and the importance of technology in agriculture. Philpot also emphasizes building strong relationships with farmers and addressing recruitment challenges in the financial sector.

Marshall Boyd, Co-President and CIO at Interstate Equities Corporation, shares insights from his journey in real estate investing. He discusses transforming a family-run business into an institutional powerhouse focused on multi-family apartments. Topics include innovative sourcing strategies, the critical role of location, and detailed asset management. Boyd recounts an intriguing deal in Encinitas, highlighting operational challenges. He emphasizes adaptation in the dynamic market and shares lessons on grit and leadership, intertwining personal philosophy with professional success.

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.