Preview Mode Links will not work in preview mode

Capital Allocators – Inside the Institutional Investment Industry

Mar 31, 2025

Meghan Reynolds is Partner and Head of Capital Formation & Talent at Altimeter Capital, a leading technology-focused investment firm founded by Brad Gerstner. Meghan joined Brad three years ago, after decade-long stints at Goldman Sachs and TPG. She’s like the private equity version of my friend and partner...


Mar 27, 2025

We are excited to launch our latest initiative - Capital Allocators Coaching.

We’ve brought together a team of retired CIOs and asset management executives to coach managers on telling their story.


Learn more and schedule a consultation 


Mar 24, 2025

Ed Grefenstette is the CIO of The Dietrich Foundation, which supports charitable organizations in Western Pennsylvania through a truly unique investment strategy that seeks to first, last, and always grow the assets. Bill Dietrich, a successful industrialist, published historian, international investor, and innovative...


Mar 17, 2025

Alex Sacerdote is the founder of Whale Rock Capital Management, a technology-focused investment firm that manages $8 billion across hedge fund, long only, and hybrid strategies.

 

Our conversation covers Alex’s path to running Whale Rock, shaped by early exposure to the markets through his father, a longtime partner...


Mar 10, 2025

Shannon O’Leary is the CIO of the St Paul & Minnesota Foundation, where she oversees $1.8 billion for the community foundation that aspires to create an equitable, just, and vibrant Minnesota. Shannon took the post six years ago after twenty years working with families. She describes herself as...