Capital Allocators – Inside the Institutional Investment Industry

Brent Montgomery, CEO of Wheelhouse Group and a seasoned media producer known for hits like Pawn Stars and Queer Eye, shares insights from his entrepreneurial journey. He discusses his early days selling candy, the unexpected success of Pawn Stars, and the strategic 'flywheel' approach to monetizing talent. Brent dives into innovative investment strategies, the synergy of finance and entertainment, and the evolving dynamics between investors and creators. He also reflects on adaptability in business and the importance of work-life balance.

Avichal Garg, Co-Founder of Electric Capital and former executive at Google and Facebook, joins Maneesh Gandhi, Partner at Evanston Capital. They discuss the evolution of cryptocurrency and blockchain technologies, emphasizing investment strategies for spotting projects with competitive advantages. Garg shares insights into the resilience of blockchain during downturns, highlighting real-world applications like decentralized finance and NFTs. The conversation also touches on the transformative potential of crypto in addressing global challenges and fostering innovation.

Sarah Samuels is the Head of Investment Manager Research at NEPC, bringing extensive experience from top endowments and public pension funds. In their conversation, she delves into her unique investment framework, blending qualitative and quantitative analysis. Key topics include her approach to second-level thinking, the challenges of managing extensive investment teams, and the evolving landscape of private markets. Additionally, Sarah discusses her commitment to diversity and inclusion, particularly through initiatives like Girls Who Invest, underscoring the importance of alignment in investment strategies.

Josh Friedman, Co-Founder and Co-CEO of Canyon Partners, shares his journey from banking at Goldman Sachs to building a $25 billion investment firm specializing in credit. He delves into the evolution of credit markets, discussing private lending and liquidity challenges. Friedman also emphasizes the importance of aligning incentives within investment teams to manage market fluctuations effectively. His personal insights on cycling and the mentorship that shaped his philosophy highlight the blend of passion and professionalism in investing.

Mario Giannini, CEO of Hamilton Lane, shares his three decades of experience in private equity, overseeing nearly $1 trillion in assets. He discusses the struggles private equity firms face with decision-making, concentration, and greed. Giannini emphasizes the need for effective GP-LP relationships and insights into pricing dynamics. He also highlights the importance of data analytics in constructing portfolios and navigating market challenges, while reflecting on Hamilton Lane’s evolution, ESG factors, and the future of the private equity landscape.

Rob Citrone, founder of Discovery Capital Management, shares his journey from humble beginnings to becoming a prominent figure in emerging markets. He reveals valuable lessons learned from legends like Julian Robertson and George Soros, discussing his unique investment strategies and the importance of risk management. Citrone reflects on navigating market corrections, the impact of geopolitical events like those in China and Ukraine, and the challenges facing the sovereign debt market, providing insights into the future of investments in a rapidly changing landscape.

Regan Bozman, General Partner at Lattice Capital and former first employee at CoinList, shares his journey in the crypto world. He discusses the challenges of early-stage investments and how Lattice builds defensible moats for startups. Regan dives into decentralized finance and NFTs, spotlighting successful projects like Instadap and OpenSea. He emphasizes the importance of founder credibility and disciplined strategies amid rising competition. His reflections on entrepreneurship and simplicity provide listeners with motivation and insight into the evolving crypto landscape.

Ashvin Chhabra, President and CIO of Euclidean Capital and author of "The Aspirational Investor," shares his journey from physicist to investment strategist. He introduces the innovative "Beyond Markowitz" portfolio framework, tailored for high net worth individuals and institutions. The conversation explores the ethical challenges in finance, the transformative impact of technology on wealth management, and a critical view of endowment strategies. Ashvin also discusses the influence of human behavior on investing and his evolving thoughts on Bitcoin.

Diogo Monica, Co-founder and President of Anchorage Digital, shares insights from his journey in digital asset custody and institutional crypto investing. He elaborates on the security innovations that led to the establishment of Anchorage, the importance of reliable custody practices, and their expansion into brokerage and lending. Diogo discusses the role of partnerships with Visa, insurance complexities in crypto, and exceptional hiring strategies for startups. He also dives into governance within Web3, emphasizing new tools for decentralized decision-making.

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