Capital Decanted

John Bowman and Aaron Filbeck
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Say goodbye to tired market takes and superficial sound bites. Because here, instead of skimming the surface, we dive into the heart of capital allocation — striking the perfect balance and exposing the subtleties that reveal the topic’s true essence. Prepare to have your perspectives challenged as we open up the issues that resonate with the hearts and minds of those shaping asset management.

  1. 19/12/2025

    S3 | Episode 3: Total Portfolio Approach, Part 2 - Implications for the Broader Investment Ecosystem

    What happens when asset owners stop managing asset classes and start managing the whole fund? How do portfolios change, and how does the industry reorient their business models around them? In this episode, a practical sequel to Season 1's introduction, we break down how TPA changes investment processes, how portfolios differ under an SAA framework, and what this means for external managers. With insights from CPP Investments, NZ Super, Blue Owl, and Capital Group, the conversation highlights how partnership, transparency, and solution-oriented relationships reshape the manager-investor relationship in a TPA world. Guests: Geoffrey Rubin, Chief Investment Strategist, Total Portfolio Management, CPP Investment Board Charles Hyde, Head of Asset Allocation, New Zealand Superannuation Fund Eugene Podkaminer, Institutional Solutions, Capital Group James Clarke, Senior Managing Director, Global Head of Institutional Capital, Blue Owl Capital Episode Sources

    1 h y 34 min

  2. 07/11/2025

    Season 3 | Episode 2: Growing Up: How Growth Equity Is Defining Its Place in Private Markets

    Growth equity has evolved from the “middle child” between venture and buyout into a distinct and increasingly institutionalized part of the private markets ecosystem. Its role in capital formation, the characteristics of the companies it targets, and the ways value is created have sharpened its identity in a post-COVID market. In this episode, we are joined by Steve McCourt of Meketa and Suzanne Gauron of General Atlantic as they unpack the modern growth equity playbook, how managers compete and differentiate themselves today, and why the strategy’s repositioning matters for investors. Guests: Suzanne Gauron, Managing Director of Capital Solutions, General Atlantic Stephen P. McCourt, CFA, Managing Principal and  Co-CEO, Meketa Investment Group Episode Sources

    1 h y 7 min

  3. 14/10/2025

    S3 | Episode 1: The Space Economy: Are We Entering a New Space Race?

    Space exploration has historically been viewed as a lofty and prideful goal of governments and the old space economy has been led by legacy private sector telecom companies. But what happens when innovation and competition heats up, launch costs are dramatically pushed down, and geopolitical tensions arise amongst nations? Are we in a new space race? What will the outcome be? Join us and guests Luke Ward of Baillie Gifford and Emma Norchet of T. Rowe Price as we explore what the future space economy might entail. Guests: Luke Ward, Investment Manager, Baillie Gifford Emma Norchet, Lead Private Technology Investor, T. Rowe Price Episode Sources

    1 h y 37 min

  4. TRÁILER DE LA TEMPORADA 3

    Season 3 Teaser of Capital Decanted

    Say goodbye to tired market takes and superficial sound bites. Because here, instead of skimming the surface, we dive into the heart of capital allocation — striking the perfect balance and exposing the subtleties that reveal the topic’s true essence.Prepare to have your perspectives challenged as we open up the issues that resonate with the hearts and minds of those shaping capital allocation.

    7 min

  5. 25/09/2025 · CONTENIDO EXTRA

    #1 S2 Decanter's (Half) Dozen: The Great Convergence

    Today’s asset management business has quickly transformed into a race to build out a stable of thoroughbreds--investment strategies across a spectrum of conventional public equity and debt as well as offerings across the continuum of private capital--equity, credit, secondaries, real estate, infrastructure etc. What makes recent history particularly unique are the crossover deals from traditional managers with alternative managers.  For several decades, traditional long only mutual fund shops and institutional firms stayed in their lane and idiosyncratic, complex private capital partnerships lived in a different world---there was a peaceful co-existence and mutual exclusivity. Those distinctions and parallel worlds have evaporated.  We explore why with two of the most revered leaders in the industry and compare and contrast their different approaches to meeting this challenge. Introduction: (2:09) Halftime: (48:25) Guests: (54:36) Guests: Jean Hynes, CEO, Wellington Management Jenny Johnson, CEO, Franklin Templeton

    1 h y 43 min

  6. 23/09/2025 · CONTENIDO EXTRA

    #2 S2 Decanter's (Half) Dozen: Private Capital for Wealth Clients

    How does a legacy private capital partnership who has thrived solely in the institutional draw down LP ecosystem, assemble the apparatus to begin distributing those strategies to the individual investor? When client acquisition and conversations, investor sophistication, product design, culture, operational support etc. are all fundamentally different...where do they start in this overhaul? What challenges and pitfalls have they experienced along the way? What battle scars and advice can they share with others that are considering the same or in the early stages themselves. Join us as we draw a blueprint in a very applied and practical manner. Introduction: (2:05) Halftime: (55:18) Guests: (1:00:56) Guests: Shane Clifford, Managing Director–Partner and Head of Global Wealth, Carlyle Doug Krupa, Managing Director, Global Client Solutions, KKR

    1 h y 51 min

  7. 18/09/2025 · CONTENIDO EXTRA

    #3 S2 Decanter's (Half) Dozen: The Modern Asset Owner

    What do co-investments, secondaries, joint ventures, and NAV lending have in common? To some, they sound like complex investment vehicles - to us, they represent the cutting-edge tools reshaping how asset owners build portfolios. Gone are the days of relying solely on the binary choice between insourcing or outsourcing investment capabilities. Today’s institutional investors have a dynamic, customizable toolkit at their fingertips, empowering them to craft strategies that truly serve their stakeholders. Join industry leaders Scott Chan and Molly Murphy as they dive into this exciting evolution, unpack the innovative investment vehicles driving change, and discuss the challenges and opportunities in implementation. Introduction: (2:08) Halftime: (1:00:48) Guests: (1:07:17) Guests: Molly Murphy, Chief Investment Officer, OCERS Scott Chan, CFA, Chief Investment Officer, CalSTRS Episode Sources

    2 h y 3 min

  8. 16/09/2025 · CONTENIDO EXTRA

    #4 S2 Decanter's (Half) Dozen: A Crypto Golden Age?

    After many booms, busts, and shakeouts in crypto markets, the pump seems primed for broader adoption in institutional portfolios. Are we really doing this? How might a seemingly crypto-friendly Trump Administration fuel further adoption in the largest capital market in the world? In this episode, we use history as a guide, exploring the phases of crypto adoption and wrestling with whether we're truly in a new era or if the headlines are overhyping reality. Join us and our guests, Robbie Mitchnick of BlackRock and Greg Tusar of Coinbase, to explore further. Introduction: (2:03) Halftime: (1:03:01) Guests: (1:09:13) Guests: Greg Tusar, Head of Institutional Product, Coinbase Robert Mitchnick, Head of Digital Assets, BlackRock Episode Sources

    1 h y 52 min
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Say goodbye to tired market takes and superficial sound bites. Because here, instead of skimming the surface, we dive into the heart of capital allocation — striking the perfect balance and exposing the subtleties that reveal the topic’s true essence. Prepare to have your perspectives challenged as we open up the issues that resonate with the hearts and minds of those shaping asset management.

Información

  • Creador
    John Bowman and Aaron Filbeck
  • Años de actividad
    2023 - 2025
  • Episodios
    42
  • Clasificación
    Apto
  • Copyright
    © John Bowman and Aaron Filbeck
  • Mostrar sitio web
    Capital Decanted

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