How to be nimble at scale at AllianceBernstein (AB). Scott MacDonald's conversation with Karl Sprules on Investment Management Operations.

capitalallocators.com/podcast/allian…

If it worked for small-town Illinois, can it work elsewhere? Factory workers – given an ownership stake in their company – got what was, for some, a life-changing payday when the business was sold. Jon Wertheim reports, Sunday.

Lower-middle market buyout investing at RCP Advisors. My conversation with Alexander Abell.

capitalallocators.com/podcast/lower-…

To learn more about RCP, contact [email protected].

“The way you govern portfolios has to take into consideration the portfolio itself, the history of the pool, and the people around the table.”

- Letitia Johnson (EP.382)

With thanks to 10 East.

'Composability of open-source software is the compounding interest of software.'

- cdixon.eth (EP.380)

With thanks to 10 East and Enfusion.

'Our entire ethos is built around the idea of taking capital from the thing that is doing well and giving it to the strategy that is not doing well.'

- Dave Morehead (EP.381)

With thanks to 10 East and Enfusion.

Concentrated long-term investing at Amherst College. My conversation with Letitia Johnson.

capitalallocators.com/podcast/concen…

With thanks to 10 East.

On Investment Management Operations, Scott MacDonald sits down with Mike Lukasek from Penn.

capitalallocators.com/podcast/univer…

With thanks to Intelligo.

An active, top down investment approach at Baylor University. My conversation with David Morehead AKA Dave Morehead.

capitalallocators.com/podcast/top-do…

With thanks to 10 East and Enfusion.

Most underfollowed account to learn about allocator CIOs by a mile: Dave Morehead

Listen to this week’s show and you’ll immediately follow him.

'I can’t tell you how many things we use on a daily basis where I remember a moment when everyone said “That’ll never work”.'

- cdixon.eth (EP.380)

With thanks to 10 East and Enfusion.

'Portfolios of middle market loans both pay higher rates to the lender and have more favorable loss statistics over time.'

- Shiloh Bates (EP.379) from Flat Rock Global.

Empty rooms: Web3 after the fall. My conversation with cdixon.eth (Chris Dixon) from a16z crypto.

capitalallocators.com/podcast/empty-…

With thanks to 10 East and Enfusion.

'The distribution of returns of CLO equity should be tight.'

- Shiloh Bates (EP.379) from Flat Rock Global.

'The clue is in the term continuation fund. You're trying to continue what is being done. If the asset is being set up to go into a new type of business or a big acquisition, that's not great.'

- Nigel Dawn (EP.378)

With thanks to 10 East, Enfusion, and Wall Street Prep.

'CLO equity expected returns should rival what you get from the S&P 500, but we think that you get the returns with a lot less risk.'

- Shiloh Bates (EP.379) from Flat Rock Global.

'It would not surprise me if the GP side of this market is $200-$250B in 5 years. If you add that on to what we think is a natural growth in the LP market, getting to $400-$500B is reasonable.'

- Nigel Dawn (EP.378)

With thanks to 10 East, Enfusion, and Wall Street Prep.

A sponsored insight into CLO investing. My conversation with Shiloh Bates from Flat Rock Global.

capitalallocators.com/podcast/clo-in…

'The secondary market is around 2% of outstanding AUM in private equity. In some ways, it's hardly a secondary market at all.'

- Nigel Dawn (EP.378)

With thanks to 10 East, Enfusion, and Wall Street Prep.