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. há 3 dias

    West Virginia CIO Craig Slaughter: Four decades, $4.8 billion in outperformance and one rule — don’t get whipsawed by politics

    After nearly four decades overseeing investments for the West Virginia Investment Management Board, Craig Slaughter has learned that staying independent means avoiding being “whipsawed by politics.” The longtime CEO and CIO discusses why public funds stumble when governance breaks down, how history helps investors keep their cool in turbulent markets and why he prefers to hire people smarter than himself — an approach that has helped the fund generate $4.8 billion more than the median public pension fund over 25 years. 00:00 - Intro 00:12 - Introduction to Craig Slaughter and His Achievements 01:24 - Proud Moments and Organizational Integrity 03:23 - The Influence of History on Investment Philosophy 05:35 - Navigating Market Challenges with Historical Insight 06:57 - Maintaining Investment Philosophy in Emotional Markets 08:15 - Concerns About the Economy and Political Landscape 10:47 - Divesting from China: Strategy and Implications 15:27 - Future Investment Opportunities and Strategies 17:48 - Reflections on Market Changes 21:03 - Building a Strong Organizational Culture 26:24 - Leadership Philosophy and Influences 30:37 - The Importance of Governance 33:55 - Maintaining Confidence in Volatile Markets 37:06 - Common Mistakes in Institutional Investing

    West Virginia CIO Craig Slaughter: Four decades, $4.8 billion in outperformance and one rule — don’t get whipsawed by politics

  2. 2 de set.

    MPK's CIO on Buying Gold, Dumping Tech and Waiting for Real Estate to Bottom

    Migros Pension Plan CIO Stephan Bereuter joins Allocators Playbook to break down how the CHF 30bn Swiss fund turned a 2023 insurance-linked securities trade into one of its best contrarian bets — bought when everyone else was selling — and why he's not chasing the next "ILS moment." He also talks through where MPK is hunting for opportunities now: cooling conviction on data centers despite being early movers, a cautious re-entry into international real estate, and selective deals in student housing and logistics — plus why the fund just pushed gold to 3% as a liquidity hedge. 00:12 - Introduction to MPK and Stephan Bereuter 01:05 - The Benefits of In-House Management 03:34 - Tactical Allocation & ILS Opportunities 08:40 - Why ILS Remains Attractive 09:54 - Equity Allocation & Diversification 12:40 - Gold as a Liquidity Hedge 14:50 - International Real Estate Opportunities 16:34 - Data Centers & Market Dynamics 21:44 - Managing a Concentrated Swiss Real Estate Portfolio 23:41 - Defense Investments & Ethical Considerations 25:02 - Closing Thoughts

    MPK's CIO on Buying Gold, Dumping Tech and Waiting for Real Estate to Bottom

  3. 19 de ago.

    Is this a bubble? CIO Matt Clark on investing for crashes, expensive markets & September volatility

    With September and October typically times of market volatility, this episode will give tips on preparing a strategic portfolio in time for defensive and opportunistic investments. State Investment Officer Matt Clark, a self-described contrarian, is storing cash and waiting to invest at the bottom of the market. According to his team’s research, only a few times in history have markets been this expensive, and those times were right before a crash. Learn how he navigates the pain of pulling out early in order to wait for the perfect opportunity. The $21.5 billion South Dakota Investment Council plan is now 100% funded, and he and his investment team navigate risk and reaps larger rewards by buying at the bottom of the markets to give his pensioners the best Cost of Living Adjustments that they can.

    Is this a bubble? CIO Matt Clark on investing for crashes, expensive markets & September volatility

  4. 5 de ago.

    Why UBC Investment Management CEO Dawn Jia says portfolios need nutrients, not asset-class labels

    How should institutional investors think about portfolio construction in an era of market concentration? Dawn Jia, president and CEO of UBC Investment Management, joins The Allocators Playbook with an unusual answer: stop investing by the label. Just as a diet isn't really about meat, carbs and vegetables but about protein and vitamins, Jia argues portfolio construction should look past asset class labels to the economic exposures underneath — a lens that lets UBCIM spot a valuation gap between public REITs and private real assets and, she says, pocket a 30% return in twelve months. In conversation with Markets Group Deputy Editor Lauren Bailey, Jia explains why index concentration has become a structural ceiling on active management — beat a top-heavy benchmark and you'd have to be more concentrated than the benchmark itself — and where she's hunting for uncorrelated alpha as de-globalization regionalizes the opportunity set. She also details why UBCIM redesigned a quant manager's strategy around a climate-aware benchmark instead of dropping the manager over weak proxy voting, and why social risk is t

    Why UBC Investment Management CEO Dawn Jia says portfolios need nutrients, not asset-class labels

  5. 22 de jul.

    Sampension CIO bets on RA, VC to hedge inflation era

    Henrik Olejasz Larsen, the chief investment officer at €47B Sampension is rebuilding the portfolio for a world where falling rates are no longer a given,

    Sampension CIO bets on RA, VC to hedge inflation era

  6. 8 de jul.

    CIO Hall of Famer John Skjervem on a 'Truman Show' Fund, Doubling AUM, and Fiduciary True North

    What matters most, governance structure or market insight? In this in-depth conversation with up-in-coming CIO Hall of Famer honoree, John Skjervem, learn his leading takeaways from doubling the AUM in Oregon, what it was like to switch to a 97% funded Utah Retirement System, and how he helped to ready Northern Trust for institutional clients.  TimeStamps: 00:12 - Introduction to John Skjervem and His Achievements 03:20 - Defining Fiduciary True North 12:18 - Navigating Pressures as a CIO 13:26- Revamping Oregon's Investment Systems 16:13 - Leadership vs. Management: The Rowboat Analogy 18:22 - The Importance of Governance in Investment Outcomes 21:48 - Offense vs. Defense in Investment Strategies 24:26 - First Impressions and Pressure Testing in Utah 26:25 - Misunderstandings in Managing Retirement Systems 30:31 - Systemic Issues in State Pension Funds 35:01 - Legacy and Impact as a CIO

    CIO Hall of Famer John Skjervem on a 'Truman Show' Fund, Doubling AUM, and Fiduciary True North

  7. 1 de jul.

    Top Decile CIO Mark Steed on Sports investing, AI and tracking high convictions for pension teams

    What's better at predicting markets, quant, practiced intuition or deep analysis? How would you track it? Similar to what was seen on the hit show Billions, CIO Mark Steed discusses his proven, high conviction method for pension fund investment teams that has gotten the team to top decile returns and one of the fastest growing funds in the USA. The New Strategy Award winner also discusses due diligence for sports investing, AI applications and how he brought his team together collectively. #Billions #institutionalinvestor #allocator #chiefinvestmentofficer #pensionfund #highconvictioninvesting

    Top Decile CIO Mark Steed on Sports investing, AI and tracking high convictions for pension teams

  8. 24 de jun.

    Part 2: Special Session with Ash Williams: returning to Florida SBA, with questions from CIOs

    Part 2: CIO Hall of Famer Ash Williams discusses the changes he made once he returned to the Florida SBA after the Great Financial Crisis, and fields questions from CIOs in the industry.

    Part 2: Special Session with Ash Williams: returning to Florida SBA, with questions from CIOs
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Sobre

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

Informações

  • Criado por
    Markets Group
  • Anos de atividade
    2025 - 2026
  • Episódios
    61
  • Classificação
    Livre
  • Copyright
    © Markets Group
  • Site do podcast
    The Allocators Playbook

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