🎙️Capital Allocators; 🖊️https://xitter.cf/t.co/xmvEKUWoq8
Ocean Ridge, FL
Joined November 2010
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“The person you marry is the most important career decision, especially for women. Do you have a supportive partner who can be a sounding board, who’s flexible and willing to believe in you?”
— Tracy Britt Cool, Kanbrick (EP. 521)
With thanks to @AlphaSenseInc, @MorningstarInc, @Juniper_Square, & Ridgeline.
“If you’re going to exit a business in four years, it doesn’t make sense to build the muscle deep in the business. If you’re going to own it for ten, it does.”
— Tracy Britt Cool, Kanbrick (EP. 521)
With thanks to @AlphaSenseInc, @MorningstarInc, @Juniper_Square, & Ridgeline.
"Will the investment committee be an AI agent? I don't think so. But will they use it to help? For sure."
- Ben Harrison, President of Industries at Intapp.
In this episode we cover:
- "Firm AI"
- AI changes to fundraising, sourcing, deal management, and staffing
- Governance and security
Please enjoy!
capitalallocators.com/podcas…
“Everything is harder in operating than it seems. Take margins from 10% to 14%. That’s one click in my spreadsheet. In reality, that takes a lot more work.”
— Tracy Britt Cool, Kanbrick (EP. 521)
With thanks to @AlphaSenseInc, @MorningstarInc, @Juniper_Square, & Ridgeline.
“Take margins from 10% to 14%. That’s one click in my spreadsheet. In reality, that takes a lot more work.”
— Tracy Britt Cool, Co-Founder of @Kanbrick1
This week we cover:
From Berkshire to Pampered Chef to Kanbrick
Why founders want a long-term owner
Hiring, incentives, and organic growth
capitalallocators.com/podcas…
With thanks to @AlphaSenseInc, @MorningstarInc, @Juniper_Square, & Ridgeline.
“I believe there are probably five things unique to every investment that will make or break the returns.”
— Erlina Yeo Terwelp, Columbia Investment Management Company (EP. 520)
With thanks to
@AlphaSenseInc, @MorningstarInc, @Juniper_Square, & Ridgeline.
“If you spend a lot of time in one place, you know a mousetrap, but that’s the only mousetrap that you know.”
— Erlina Yeo Terwelp, Columbia Investment Management Company (EP. 520)
With thanks to
@AlphaSenseInc, @MorningstarInc, @Juniper_Square, & Ridgeline.
“You don’t want to put all your eggs in a 2026 bucket where people feel good about AI. There are gonna be fortunes made in this vintage. You want to be part of the 2027 vintage as well. Maybe the next NVIDIA is not gonna be built till 2028.”
— Erlina Yeo Terwelp, Columbia Investment Management Company (EP. 520)
With thanks to
@AlphaSenseInc, @MorningstarInc, @Juniper_Square, & Ridgeline.
Alberto Rizzoli (@Albertorizzoli) runs @V7Labs which builds AI workflows for investment firms.
On IMOps with Scott MacDonald:
Writing down the investment process
Where Claude and ChatGPT stop
Auditable, cited AI outputs
Build vs. buy without lock-in
capitalallocators.com/podcas… x.com/Albertorizzoli
Erlina Yeo Terwelp oversees the private markets portfolio at Columbia Investment Management Company.
Hank Strmac hosts this Senior Decision Makers conversation covering:
- Evaluating managers the way you'd evaluate a business
- Getting to the five things that make or break an investment
- Generalist vs. specialist team models
- Why she keeps putting herself in situations that force her to grow
Clip here, full episode in the comments.
Full episode here: capitalallocators.com/podcas…
Thanks to @AlphaSenseInc, @MorningstarInc, @juniper_square, and Ridgeline.
“Real estate is a block by block, building by building business. If trucks need to make three left turns coming off the interstate to get to a building, and tenants can go into a building where they only need to make right turns, they're going to save 90 seconds every time. That adds up over the years in diesel fuel costs. They're going to go to those buildings first.”
— Charlie Rose, @InvescoUS (EP. 519)
“Asset allocation is what you want to buy. Treasury is how you pay for it.”
— Stephen McLennan, Ontario Teacher's Pension Plan (EP. 518)
With thanks to @AlphaSenseInc, @MorningstarInc, @Juniper_Square, & Ridgeline.
"If there's one thing I hate as a lender more than anything else, it's uncertainty. Today, office is more underwritable, at least for the good stuff.”
— Charlie Rose, @InvescoUS (EP. 519)
“We keep the people with the best information closest to the asset, and most accountable for it.”
— Stephen McLennan, Ontario Teacher's Pension Plan (EP. 518)
With thanks to @AlphaSenseInc, @MorningstarInc, @Juniper_Square, & Ridgeline.
“We are not lending on data centers. The yields are interesting on the face of it. However, we believe there's fundamental binary risk. You oftentimes have a single tenant, and there's no alternative use.”
— Charlie Rose, @InvescoUS (EP. 519)
“Diversification is a powerful portfolio tool. In any given period, it’s likely to make you unhappy.”
— Stephen McLennan, Ontario Teacher's Pension Plan (EP. 518)
With thanks to @AlphaSenseInc, @MorningstarInc, @Juniper_Square, & Ridgeline.
Charlie Rose leads Invesco’s $85 billion global real estate credit platform. He came up through academic research, the financial crisis, and eight years investing across the capital stack at Canyon Partners.
We cover:
Credit over yield
Underwriting the property first
Lending through the 2022–23 correction
Please enjoy!
capitalallocators.com/podcas…
Brendan Lloyd runs ops and tech across Glenmede's wealth, OCIO, and asset management businesses.
On IM Ops with Scott MacDonald:
Merging ops and tech
Rolling out AI firm-wide
Data before AI agents
Converting funds to ETFs
capitalallocators.com/podcas…
