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. OCERS CIO Molly Murphy on dynamic investing in volatile markets

    قبل ٧ ساعات

    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.

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

    ١٣ مايو

    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.

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  3. Harbourfront Wealth Group scales up growth strategy

    ٦ مايو

    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.

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

    ٢٩ أبريل

    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.

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

    ٢٢ أبريل

    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.

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  6. 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

    ١٥ أبريل

    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

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

    ٨ أبريل

    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.

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  8. Donald Pierce: An all-weather credit strategy

    ١ أبريل

    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.

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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

المعلومات

  • صناع العمل
    Markets Group
  • سنوات النشاط
    ٢٠٢٥ - ٢٠٢٦
  • الحلقات
    ٤٩
  • التقييم
    فاضح
  • حقوق النشر
    © Markets Group
  • موقع البرنامج على الويب
    The Allocators Playbook

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