The Allocators Playbook

Interview with the chief investment officer of Colorado on the changing demographics of pensioners, applying the defined benefit investment team to the defined contribution plan, real estate strategy and allocation and portfolio changes.

Hear from the top leaders in the APAC region from the former group chief investment officer at GIC to the current CIO at Korean Investment Corporation about adopting TPA, navigating private credit and more.

A look back at 2023 with the story of an investor who turned his airline fund toward success during the pandemic, when planes weren't even flying. 

Despite two recessions, and numerous economic challenges, Chief Investment Officer and executive director Cheryl Alston has been able to deliver an average return rate of approximately 9% for the past 20 years. Also a past Presidential appointee to the Pension Benefit Guarantee Corporation Advisory Committee, she is known for her strong leadership and her ability to navigate as a visionary, someti...

Marc Gauthier, Concordia University’s corporate treasurer and chief investment officer, has built an “investment playbook’ that removes beta from its pension plan and an impact-driven strategy for its intergenerational fund. In this interview, he outlines his career journey to his current role and how he developed such distinctive investment frameworks to meet the university's evolving needs.

Larry Johansen shares how actuarial insight drove 9.3% returns and doubled assets. He will be given a Lifetime Achievement Award in September.

Revisit the conversation with Elias (LES) Bachmann, Director of Private Investments and Senior Portfolio Manager at BSW Wealth Partners, who joined the firm in 2009. In this conversation, he delves into impact investing, identifying red flags in managers, and his contrarian approach to investment decisions.

Chris Ailman, former CIO Hall of Famer and retired from CalSTRS, gives his candid advice from heading one of the largest funds in the world.

Peer nominated for a New Strategy award, TJ Carlson, Chief Investment Officer of the Missouri State Employees Retirement System (MOSERS) discusses winning strategies in portable alpha, applying his Marines military background, building strong investment teams, getting investment discretion from the board, returns and complexity premiums in credit, and investment philosophies.

Revisit this insightful conversation where Sovaida Noronha sat down with Reggie Ford, Motivational Speaker, Bestselling Author, and President of RoseCrete Wealth Management. They discussed the enduring power of perseverance, the evolving challenges of mental health and DE&I, and the impact of the "Black Tax.”

As fund managers and allocators gravitate towards investing in AI, Meier discussed the strategies and sectors he finds most attractive in a look back at 2024. Steven Meier is the chief investment officer for $278 billion New York City Retirement Systems, which includes New York City Employees' Retirement System (NYCERS), the Teachers' Retirement System for the City of New York (TRS), the New York...

A look back at 2024: With extensive experience in risk analysis, portfolio management, and alternative investments, Ron shares his insights in this interview. We dive deeper into the bi-annual playbook, manager selection, risk mitigation strategies, and more.

In a look back at 2024, Maddi Heckman sits down with Rob Roy, SVP and CIO at AdventHealth, to explore the intersection of investment strategy, retirement business, and sustainability initiatives. Rob elaborates on how these elements are intricately intertwined, driving towards AdventHealth's mission of whole person care. He discusses the importance of understanding environmental impacts and sh...

A look back at 2024: Mika Malone, Managing Principal at Meketa Investment Group, shares her perspectives on shifting sentiment toward mid-market buyout strategies, investment opportunities in Japan and India, and key red flags to watch for when evaluating managers.

As president of a family office, Scott Richland bought a sports team and gives advice on due diligence around sports investing. He also became Caltech’s chief investment officer for 14 years, where he inherited a business and raised its value from $10 million to $100 million. We also discuss the mortgage market, emerging market investments and much more.

A look back at 2024: Mark Steed, CIO of Arizona's $21 billion Public Safety Personnel Retirement System (PSPRS), discusses his journey of growing the fund from $10 billion to $21 billion since 2018. Known for his innovations and focus on blending new and traditional solutions, Steed shares how he's incorporated artificial intelligence into his investment strategies, highlighting case scena...

In this inspiring conversation of 2024, Olympian-turned-financial advisor Lauryn Williams reflects on the challenges she faced early in her athletic career, from managing finances as a professional athlete to the struggles of finding the right financial guidance. Revisit Lauryn’s empowering journey of self-education and perseverance as she shares her path from sports to financial advising.

A look back at 2024 as Kevin Killeavy, CIO of Montgomery County Retirement Plans, shares his approach to managing over $8 billion in assets, maintaining a 100% funding level, and navigating challenges in commercial real estate and energy. Learn about his team's strategic long-term investment success and the key factors driving sustainable growth.

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...