Apr 25, 2022
Louis-Vincent Gave is the Founding Partner and CEO of GaveKal,
one of the world's leading independent providers of macro research,
and GaveKal Capital, a manager of $2.7 billion in assets. Louis
launched GaveKal alongside his father in 2000 and has become a
go-to source for creative research on global economics and...
Apr 21, 2022
On today’s manager meeting, I interview Andrew Milgram, a
Managing Partner and Chief Investment Officer of Marblegate Asset
Management. Marblegate is a $2.3 billion alternative
investment manager founded in 2008 that focuses on middle-market
distressed credit opportunities and special situations. The firm
takes a...
Apr 18, 2022
Tom Lenehan is the CIO at the Wallace Foundation, where he oversees $2 billion for the New York City-based Foundation whose mission is to foster equity and improvements in learning and enrichment for young people. Tom is only the second CIO in Wallace’s history, having taken over the helm in January 2021. Before...
Apr 18, 2022
Tom Lenehan is 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 improving the understanding
of life for the benefit of humanity. Founded in 1901, it was
the...
Apr 11, 2022
Sebastian Mallaby is the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations, a contributing columnist for The Washington Post, two-time Pulitzer Prize Finalist, and New York Times best selling author. His most recent book, The Power Law: Venture Capital and the Making of the...