The Allocators Playbook

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