The Allocation Agenda

In this episode of The Allocation Agenda, host Steve MacDonald sits down with Pradeep Tekkey, Chief Data Officer at Harbor Capital Advisors, to explore how data is transforming the investment management industry — and why firms that overlook it do so at their own peril. From growing up in the remote Andaman and Nicobar Islands without a television to leading Harbor’s Data Intelligence Center of Ex...

The Allocation Agenda with Jason Windt Guest: Jason Windt, Director of Operational Due Diligence, Impact and Private Equity at M&G Investments Host: Steve MacDonald In this episode of The Allocation Agenda, Steve MacDonald sits down with Jason Windt, a leader in operational due diligence at M&G Investments, to explore how data is transforming the investment management industry. Jason share...

In this episode of The Allocation Agenda , we sit down with Matthew Burrows, Director of Investment Relations and Marketing at Frostrow Capital LLP, to explore the role of the intermediary in allocator–manager relationships. With a background in discretionary portfolio management, and now working as the 'middleman' between allocators and fund managers, Burrows offers a unique perspective on how to...

With over two decades of experience in manager research and investment analysis, Gary Tom offers a detailed examination of the 1940 Investment Company Act’s diversified fund rule. He explains why outdated constraints continue to shape trillions of dollars in large-cap assets, explores the real costs associated with capping top holdings, and shares insights on how managers and asset owners can advo...

Liron Mandelbaum, COO of Dasseti, shares insights from his Bloomberg career and how they shaped transformative strategies at Dasseti. He highlights the “aha moment” in investment management, exposing data collection challenges in private markets. Liron explores data democratization and how Dasseti streamlines data flows, replacing outdated processes with seamless, efficient solutions. "Our client’...

In this episode of The Allocation Agenda , Matthew Stiling, Senior Operational Due Diligence Analyst at Investcorp-Tages, discusses the evolving dynamics between internal and external investment managers. They discuss the critical role these managers play for allocators, the importance of trust and transparency in relationships, and how new technologies are streamlining the flow of data between al...