WTT: Reducing Fees: Actions Speak Louder Than Words

FromCapital Allocators – Inside the Institutional Investment Industry

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WTT: Reducing Fees: Actions Speak Louder Than Words

FromCapital Allocators – Inside the Institutional Investment Industry

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Length:

8 minutes

Released:

Jun 21, 2024

Format:

Podcast episode

Description

I’ve been thinking about what it takes for allocators to lower the fee burden charged by managers on the path to increasing net returns. Read Ted’s blog here.

Released:

Jun 21, 2024

Format:

Podcast episode

Titles in the series (100)

Through conversations with leaders in the money game, we explore how these holders of the keys to the kingdom allocate their time and their capital. New episodes release on Monday's

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Steven Galbraith – Five Tool Player (Capital Allocators, EP.01): My first guest on Capital Allocators is Steve Galbraith, an investment manager, brilliant writer, engaging thinker and one of the most well-liked men on Wall Street. by Capital Allocators – Inside the Institutional Investment Industry
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The Bet with Buffett (Capital Allocators, EP.05): Today’s show is a little different from my ongoing series of conversations with Capital Allocators. As you probably know, about 9½ years ago I made a bet with a certain Oracle, in Omaha, that pitted the performance of a group of five hedge fund of fun by Capital Allocators – Inside the Institutional Investment Industry
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André Perold – Academic Practitioner (Capital Allocators, EP.02): My guest on today’s show is André Perold. For those who know André, he needs no introduction. André is the Chief Investment Officer and Co-Managing Partner at HighVista Strategies by Capital Allocators – Inside the Institutional Investment Industry
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Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03): My guest today is Brett Barth, a founder and the CIO of BBR Partners. BBR manages north of $12.5B on behalf of 125 families in its multi-family office. In this episode, we start talking about raising twins, a family issue close to both of our hearts. From by Capital Allocators – Inside the Institutional Investment Industry
54 min listen
Reflections – Hardly a Waste of Time (Capital Allocators, EP.15): A few months ago through a confluence of events, an idea came to me to share some conversations with great capital allocators that I’ve been fortunate to know from my time in the business. I lined up my first three guests, and didn’t know what would h by Capital Allocators – Inside the Institutional Investment Industry
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David "Bull" Gurfein - Interdisciplinary Lessons from the Marines (Capital Allocators, EP.10): David Gurfein is a decorated Marine Corps Combat veteran whose nickname “Bull” fits the bill. Enlisting at age 17, Bull drove tanks and was an honor graduate from Officer Candidate School while attending Syracuse University. Upon graduation from colle by Capital Allocators – Inside the Institutional Investment Industry
73 min listen
Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29): Dr. Ashby Monk is the Executive and Research Director of the Stanford University Global Projects Center. He is also a Senior Research Associate at the University of Oxford, a Senior Advisor to the Chief Investment Officer of the University of California, by Capital Allocators – Inside the Institutional Investment Industry
60 min listen
Thomas DeLong – Authentic Leadership (Capital Allocators, EP.18): Tom DeLong is a renown expert in organizational behavior, leadership, and human development of high performance professionals, the so called “soft skills” often dismissed in the asset management business. After starting an academic career under the wi by Capital Allocators – Inside the Institutional Investment Industry
55 min listen
Mario Therrien – The Canadian Pension Model (Capital Allocators, EP.12): Mario Therrien is Senior Vice President of External Portfolio Management at Canadian asset manager Caisse de dépôt et placement du Québec (CDP). CDP oversees $270 billion Canadian ($200B in USD) for the pension funds in the province of Quebec. Mario jo by Capital Allocators – Inside the Institutional Investment Industry
50 min listen
Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06): My guest today is none other than Josh Brown. Josh is the CEO of Ritholz Wealth Management, a NYC based financial advisor that helps people align their investments with their financial goals. He is well known in social media financial circles for his de by Capital Allocators – Inside the Institutional Investment Industry
65 min listen
Chatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22): Chatri Sityodtong is the Founder and Chairman of ONE Championship, Asia’s largest sports media property. Chatri started his career as many listening to this show have: he graduated from Tufts University, worked at Fidelity Investments and Bain Consultin by Capital Allocators – Inside the Institutional Investment Industry
65 min listen
Jeffrey Solomon – Vision, Tenacity, and Empathy (Capital Allocators, EP.09): Jeffrey Solomon is the President of publicly listed Cowen Group (TK: COWN), a financial services company focused on supporting and providing active management to the marketplace. After graduating from the University of Pennsylvania in 1988, Jeff deferred by Capital Allocators – Inside the Institutional Investment Industry
55 min listen
Andrew Golden – Beyond the Long Term (Capital Allocators, EP.13): Andy Golden is the President of Princeton University’s Investment Management Company (PRINCO). Having grown from $3B at the time of his arrival in 1995 to $22.5B today, PRINCO has been among the highest performing endowments in the world. Andy came to by Capital Allocators – Inside the Institutional Investment Industry
73 min listen
Larry Kochard – Endowment Professor (Capital Allocators, EP.11): Larry Kochard is the CEO and CIO of the University of Virginia Investment Management Company (UVIMCO), where he provides leadership, connectivity to the University, and responsibility for the $8.5 billion long-term investment pool. Before joining UVIMCO by Capital Allocators – Inside the Institutional Investment Industry
65 min listen
Jason Klein – Investing to Cure Cancer (Capital Allocators, EP.28): This episode is dedicated to my late friend and classmate, Jennifer Goodman Linn, and her husband Dave Linn, who together founded Cycle for Survival. Ten years ago, in the basement of an Equinox gym in Manhattan, a few friends gathered around Jen to raise by Capital Allocators – Inside the Institutional Investment Industry
51 min listen
Capital Allocators Trailer: Welcome to the Capital Allocators Podcast Learn More Read the Subscribe to the Don't Subscribe, but Write a review on Follow Ted on twitter at Review past episodes of the by Capital Allocators – Inside the Institutional Investment Industry
1 min listen
Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24): Jim Dunn is the CEO and CIO of Verger Capital Management, an Outsourced CIO business whose anchor client is Wake Forest University. Prior to forming Verger, he served as CIO of Wake Forest for five years. That transition from a sole client to an OCIO busi by Capital Allocators – Inside the Institutional Investment Industry
64 min listen
Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08): Charley Ellis is one of the most highly regarded experts in the investment business. After spending nearly a decade as an equity research analyst in the 1960s, Charley founded financial services consulting firm Greenwich Associates in 1972 to help instit by Capital Allocators – Inside the Institutional Investment Industry
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Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20): Kip McDaniel is the Chief Content Officer and Editorial Director at Institutional Investor. Prior to joining II a year ago, Kip spent seven years as the Founding Editor and Editor-in-Chief of CIO Magazine, a media platform that led him to interview 2,00 by Capital Allocators – Inside the Institutional Investment Industry
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Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04): My guest on today’s show is Tom Lenehan, the Deputy Chief Investment Officer of The Rockefeller University, where he helps lead the management of the University’s $2B endowment. Rockefeller University is a unique duck – with a focused mission of im by Capital Allocators – Inside the Institutional Investment Industry
61 min listen
Thomas Russo – Buy and Hold...and Then What (Capital Allocators, EP.16): Tom Russo is the Managing Member of Gardner Russo & Gardner, where he manages $11 billion in a long only, global value strategy. Tom buys the stock of global consumer businesses with great brands and holds them for a really long time. He looks for busines by Capital Allocators – Inside the Institutional Investment Industry
59 min listen
Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17): Adam Blitz is the CEO and Chief Investment Officer of Evanston Capital Management, a $5 billion hedge fund of funds manager with a decade and a half of industry leading performance. Adam joined Evanston at its inception in 2002 and leads investment resear by Capital Allocators – Inside the Institutional Investment Industry
63 min listen
Ellen Ellison – Playing to Your Strengths (Capital Allocators, EP.27): Ellen Ellison is the Chief Investment Officer of the University of Illinois Foundation, which she joined in 2013 as its first leader of the now $1.7 billion pool of assets. Ellen restarted a program and a portfolio from scratch at a time when longer-estab by Capital Allocators – Inside the Institutional Investment Industry
47 min listen
Chris Douvos – Venture Capital’s Super LP (Capital Allocators, EP.14): Chris Douvos is Managing Director at Venture Investment Associates, a fund that invests $1B in commitments to venture capital funds. Chris is responsible for the management of relationships with the funds’ managers and the identification and development by Capital Allocators – Inside the Institutional Investment Industry
70 min listen
Dan Schorr – Death, Ice Cream, and Entrepreneurship (Capital Allocators, EP.19): Dan Schorr is the founder and CIO, that’s Chief Ice Cream Officer, of Vice Cream, an early stage brand that is bringing back unapologetic indulgence to the ice cream industry. Dan has spent his career working with consumer brands, including Power Bar, S by Capital Allocators – Inside the Institutional Investment Industry
52 min listen
Jennifer Heller – Thinking it Through (Capital Allocators, EP.07): Jenny Heller is the President and Chief Investment Officer of Brandywine Trust Group. Brandywine formed 25 years ago to manage the capital for a small group of families that all share a long-term, multi-generational time horizon. Today, it oversees almos by Capital Allocators – Inside the Institutional Investment Industry
54 min listen
Scott Malpass – The Fighting Irish’s Twelfth Man (Capital Allocators, EP.25): Scott Malpass is the esteemed Vice President and CIO of Notre Dame, where he oversees the University’s $12 billion endowment. Scott earned his B.A. and M.B.A. degrees at Notre Dame, and returned to Sound Bend at the ripe age of 26 following a brief stin by Capital Allocators – Inside the Institutional Investment Industry
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David Barrett – Searching for Leaders (Capital Allocators, EP.26): David Barrett is the founder of David Barrett Partners, a leading executive search firm focused exclusively on buy-side asset management. Prior to founding DBP in 2005, he spent 19 years in the search business, including long stints at Russell Reynolds As by Capital Allocators – Inside the Institutional Investment Industry
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Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21): Richard Lawrence is the Chairman and Executive Director of The Overlook Group, a $5 billion investment organization focused on Asian equities that Richard founded in 1991. Over the past quarter-century, Overlook developed and implemented disciplined inves by Capital Allocators – Inside the Institutional Investment Industry
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Dan Egan – Better Investment Outcomes (Capital Allocators, EP.23): Dan Egan is the Director of Behavioral Finance and Investing at Betterment, the market leading robo-advisor overseeing $10 billion in assets. Dan has spent his career applying behavioral finance principals to help individuals make better financial and inv by Capital Allocators – Inside the Institutional Investment Industry
64 min listen

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WTT: Reducing Fees: Actions Speak Louder Than Words

WTT: Reducing Fees: Actions Speak Louder Than Words

Description

Titles in the series (100)

More Episodes from Capital Allocators – Inside the Institutional Investment Industry