The Allocators Playbook

A look back at 2024 as CIO Donald Pierce shares insights with Muskan Arora on how the denominator effect is shaping his portfolio and why he finds real assets appealing in last year’s market.

Meet Frank Mihail, Chief Investment Officer, North Dakota Department of Trust Lands With a 3 person team, and a mandate to divest from energy, how he still made 9.4% in returns during his first year. Discussion includes hedge funds, tariffs, core investments, who he's hiring, his goals for the plan, and what experience primed him for the CIO seat.

In our exclusive conversation from 2024 that shaped the year with Chris Ailman, CIO of CalSTRS, he discusses the intersection of debt, climate change, and what it takes to be an effective CIO.

A look back at 2024, as Bob Fontana, Chief Investment Officer at Investors Trust Company, delves into the outlook for the last year’s markets, explores disruptive healthcare trends, shares thoughts on private credit, and discusses the evolving role of artificial intelligence in investment strategies.

Gary Bruebaker, retired Washington State InvestmentBoard (WSIB) Chief Investment Officer, imparts lessons learned on how hedeveloped one of the most successful funds in state history after receiving theLifetime Achievement award. During his career, he mentored both Marcie Frost,CEO of CalPERS and Allyson Tucker, CEO of WSIB. After he retired, his fund, nowled by Allyson Tucker and Chris Hanak, was...

A Look Back at 2024: Navigating Equity Markets with Daniel Dusina As market dynamics continue to evolve—especially in equities across the U.S. and overseas—we’re revisiting insights from Daniel Dusina, Chief Investment Officer at Blue-Chip Partners . In this conversation, recorded last year, Daniel shares his approach to equity allocations, manager selection, and strategic initiatives since steppi...

After the City of Detroit filed the largest bankruptcy in municipal history, and did not make pension contributions for 10 years, it hired Lorenzo Newsome as chief investment officer for the Police and Fire Retirement System. Watch what he's up to, the special dashboard he built to communicate with his board, and what it's like to be a one person investment team for The Police and Fire Retirement...

Retiring in June 2025, CIO Patrick Fleming of $30bn Wyoming State Treasurer’s Office discusses about how adopting the KISS (keep it simple stupid) strategy has allowed him to take more risks in his portfolio. In this exciting conversation, the hedge-fund connoisseur talks about the challenges in the current environment, the elections and growing his portfolio from $19bn to $30bn.

An investment strategy review of with Jeb Burns, Chief Investment Officer of Municipal Employees' Retirement System of Michigan, including private equity, commodities, emerging markets, election investing, where he outsources to investment managers and how he finds talent.

David Smith dives deep into healthcare, one of the darlings of PE allocations in the current environment. He opens up about asub-sectors and sub-strategies which work well for the allocators. He further talks about how technology has driven healthcare to its full potential. Catch him talk about manager selection, PE investments and more.

As a strategic investor, Tim Barrett discusses recent allocations, what he's watching, what looks promising, his recruiting process, and the scariest and most rewarding moments of his career. He is one of the few who has been a chief investment officer at a public plan, a corporate plan and now, an endowment.

One of the most influential chief investment officers in the industry discusses what she sees as threats to the industry, what she looks for in managers, how she mentors, her work in creating lifetime income for all workers, her career advice, and making changes on a national scale as a Presidential appointee to the PBGC.

Top Chief Investment Officer Recruiter Michael Kennedy reviews sought after skills allocators need for their next positions. He also gives an insider's view of the Federal Thrift, the largest pension plan in the United States, which he chaired for 10 years. Follow us on socials: LinkedIn Instagram YouTube Twitter