Latest / Capital Allocators – Inside the Institutional Investment Industry
Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)
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…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.