The Allocators Playbook

Markets Group
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The Allocators’ Playbook by Markets Group is a podcast for asset allocators navigating asset allocation, manager selection and the next market cycle. Please visit us online at www.marketsgroup.org

  1. Harbourfront Wealth Group scales up growth strategy

    15 HRS AGO

    Harbourfront Wealth Group scales up growth strategy

    In this episode of The Allocators Playbook, Danny Popescu, founder and CEO of Harbourfront Wealth Management, shares how he transformed the firm from a founder-funded startup into a nationally recognized wealth advisory firm. Hear his insights on advisor empowerment, strategic acquisitions and expanding access to alternative investments the alchemy powering Harbourfront’s rapid growth.

    21 min
  2. Thematic investing with venture-backed Savvy Wealth’s CIO Sharma, who increased AUM 4.5x in 2025

    APR 29

    Thematic investing with venture-backed Savvy Wealth’s CIO Sharma, who increased AUM 4.5x in 2025

    How venture-backed Savvy Wealth’s CIO Sharma increased AUM 4.5x in 2025.

    31 min
  3. Thom Williams on revamping Hawaii ERS: Governance, strategy and long-term vision

    APR 22

    Thom Williams on revamping Hawaii ERS: Governance, strategy and long-term vision

    In this episode, Markets Group Deputy Editor sits down with Thom Williams, the recently retired Executive Director of the Hawaii Employees’ Retirement System (ERS), to reflect on a transformative decade at the helm of one of the nation’s most closely watched public pension funds. Williams shares how he rebuilt the organization by shifting investment decision-making from the board to a newly formed internal team, strengthening accountability and expertise across the fund. He walks through ERS’ post-2008 investment evolution, including its taking a disciplined de-risking approach centered on diversification, uncorrelated assets and the philosophy of “winning by not losing.” Beyond investments, Williams discusses his pivotal role in navigating complex legislative challenges to protect the fund’s tax status and long-term health. Watch the video below to hear Williams’ candid reflections on leadership, team building and lessons learned from a career at the intersection of markets, policy and public service.

    30 min
  4. How to get in the Top 2% of pension fund earnings for 10 YEARS while staying one of the top firms in the USA in Private Equity with CIO Farouki Majeed

    APR 15

    How to get in the Top 2% of pension fund earnings for 10 YEARS while staying one of the top firms in the USA in Private Equity with CIO Farouki Majeed

    Join us in Ohio to hear him live during his strategy award discussion. Or, next best thing: listen here to how CIO Farouki Majeed stayed in the top 2% of earnings while being one to the top funds in Private Equity in 2025.   03:21 - Navigating Financial Crises: A Journey Through Experience 12:04 - Current Market Insights and Future Risks 17:50 - Market Outlook and Economic Risks 19:44 - Investment Strategies and Asset Allocation 21:22 - Real Estate and Infrastructure Investments 24:18 - Governance and Organizational Structure in Investment 32:35 - Private Equity and Co-Investment Strategies 33:43 - Income Generation and Funding Strategies 41:20 - Advice for Allocators and Closing Thoughts

    43 min
  5. Martin Roth, CEO, Pensionskasse Manor: Bullish on Alts — But the Challenges Are Real

    APR 8

    Martin Roth, CEO, Pensionskasse Manor: Bullish on Alts — But the Challenges Are Real

    Being awarded with a lifetime achievement award at our DACH Retreat in May, Martin Roth, CEO of Pensionskasse Manor has witnessed multiple financial cycles in his career. This conversation explores his plans for 2026, what he learnt and advice for Gen Z leaders.

    28 min
  6. Donald Pierce: An all-weather credit strategy

    APR 1

    Donald Pierce: An all-weather credit strategy

    How San Bernardino County Employees' Retirement Association's CIO, Don Pierce, engineered a credit strategy designed to perform in any market environment.

    20 min
  7. RFG Advisory CIO Rick Wedell on Increasing Access to Institutional-Grade Investments

    MAR 25

    RFG Advisory CIO Rick Wedell on Increasing Access to Institutional-Grade Investments

    RFG Advisory Chief Investment Officer Rick Wedell, who is being honored this month for his innovative approach to providing sophisticated investment opportunities for mass affluent retail clients and the advisors who serve them, sat down with Markets Group to share his take on tech, markets and global currency dynamics.

    44 min
  8. Beyond the noise: How the Utah School and Institutional Trust Funds Office stays focused on long-term signals

    MAR 18

    Beyond the noise: How the Utah School and Institutional Trust Funds Office stays focused on long-term signals

    CIO Peter Madsen’s research-driven strategy — blending private market insight with defensive positioning — has strengthened the Utah School and Institutional Trust Funds portfolio, driving 61% growth over FY2014–FY2023 and record distributions. He shares his data-driven approach with Markets Group

    42 min
See All (47)

About

The Allocators’ Playbook by Markets Group is a podcast for asset allocators navigating asset allocation, manager selection and the next market cycle. Please visit us online at www.marketsgroup.org

Information

  • Creator
    Markets Group
  • Years Active
    2025 - 2026
  • Episodes
    47
  • Rating
    Explicit
  • Copyright
    © Markets Group
  • Show Website
    The Allocators Playbook

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