The Allocators Playbook

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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. Part 1: Exclusive: Ash Williams CIO Hall of Fame Special Session

    −1 d

    Part 1: Exclusive: Ash Williams CIO Hall of Fame Special Session

    Part 1: After becoming one of the most nominated CIOs in the history of the Markets Group peer nominated CIO Hall of Fame Award, we conducted a special session with Ash Williams as part of his induction. In Part 1, hear about the key decisions he made during his life and career, and his sound advice for allocators throughout the industry.

    40 min
  2. Where investors are leaning in, with CIO Jeb Burns, Mich.MERS

    10 juni

    Where investors are leaning in, with CIO Jeb Burns, Mich.MERS

    Jeb Burns, Chief investment officer of Michigan MERS, living in a U.S. manufacturing hub, shares insights on tailwinds, where investors are leaning in, humans vs. AI, and getting his investment team out of siloes.

    36 min
  3. Navigating Inflationary Cycles and Geopolitics with Nordic Allocators

    3 juni

    Navigating Inflationary Cycles and Geopolitics with Nordic Allocators

    Inflation isn't the anomaly, it's the norm. Defense is getting a new seat at the ESG table. And private equity may be finding its edge again. Recorded onsite at our Nordic allocator roundtable in Denmark, this episode features Cecilia Kellner and Jakob Carlsson on how one of Sweden's largest investors is positioning for what comes next: navigating inflationary cycles and geopolitical risk, building climate-smart indices and green bonds without sacrificing returns, and finding private equity's edge again. Request the Nordics Investors Retreat (June 16-18, 2026) agenda for the full speaker lineup and sessions: https://info.marketsgroup.org/nordics-investors-retreat-2026?utm_source=LinkedIn&utm_medium=LinkedInxTAPxNordicsRetreatJune3

    15 min
  4. Finding Balance: Repositioning a Pension for a New Regime

    27 maj

    Finding Balance: Repositioning a Pension for a New Regime

    Jon Braeutigam, CIO of the State of Michigan Department of Treasury, reflects on how a long-term, data-driven investment philosophy has helped guide the portfolio through major market cycles. In this in-depth discussion with Markets Group Deputy Editor Lauren Bailey, Braeutigam explains the fund’s shift from equity-heavy positioning in a low-rate environment to a more diversified mix of equities, fixed income, and absolute return strategies as rates rose and funding levels improved. He also shares his views on AI, fiscal risk in the U.S., and why relationships and perspective remain central to success in institutional investing.

    29 min
  5. OCERS CIO Molly Murphy on dynamic investing in volatile markets

    20 maj

    OCERS CIO Molly Murphy on dynamic investing in volatile markets

    OCERS CIO Molly Murphy joins Markets Group to discuss the hidden AI trade building across institutional portfolios, why OCERS favors infrastructure over private credit, and how the pension system is using technology, dynamic asset allocation and scenario testing to prepare for stagflation, geopolitical volatility and an increasingly uncertain macro environment.

    32 min
  6. Inside the Halifax Port ILA/HEA Pension Plan’s ‘Micro Maple 8’ Strategy

    13 maj

    Inside the Halifax Port ILA/HEA Pension Plan’s ‘Micro Maple 8’ Strategy

    How did a small Canadian pension plan outperform while others abandoned defined benefit plans? Markets Group Lifetime Achievement Award winner Blair Richards shares the bold investment decisions, early move into alternatives, and “micro-Maple Model” strategy that delivered decades of strong returns that recently culminated in a landmark deal guaranteeing retirees a 4% annual COLA for life.

    37 min
  7. Harbourfront Wealth Group scales up growth strategy

    6 maj

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

    29 apr.

    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
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Om

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

  • Skapad av
    Markets Group
  • Aktiva år
    2025 - 2026
  • Avsnitt
    53
  • Åldersgräns
    Barnvänligt
  • Copyright
    © Markets Group
  • Programmets webbplats
    The Allocators Playbook

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