May 31, 2024
My last post,
The Investment Office Playbook: What Managers Don’t See,
discussed part of what happens inside an investment office that
managers don’t see but that significantly influences the cadence of
capital deployed to managers.
Of course, there are two sides to every coin. This post discusses
what allocators...
May 27, 2024
Alexis Ohanian is the General Partner and Founder of Seven Seven Six, an early-stage venture capital firm with $1 billion under management that he describes as a technology company that deploys venture capital. Alexis was the co-founder of Reddit, one of the most popular online forums in the world, which he sold 18...
May 23, 2024
Dan Tennebaum is the Managing Director at India Capital, a
thirty-year-old investment firm focusing on public equities in
India. Dan moved to the country twenty-five years ago and spent
time in the start-up world and venture capital before pivoting to
the public markets in 2007.
Our conversation covers Dan's path from...
May 20, 2024
Brett Barakett is the Founder and Chief Investment Officer of Tremblant Capital, a 23-year-old long-short equity and long-only firm focused on deep fundamental stock research with a senior team that has been together for at least sixteen years. Brett has invested through rising and falling tides in the industry, ups...
May 13, 2024
Cliff Asness is the Founder and CIO at AQR, an investment
management firm at the intersection of financial theory and
practice that oversees $100 billion in assets. He is famously
intelligent, comical, and irreverent, all wrapped into one.
Our conversation covers Cliff's journey from studying market
efficiency under...