April 2, 2020

Episode #47 Chris Schelling – Assessing the People Behind Private Equity Funds

Christopher (“Chris”) Schelling is the Director responsible for Private Equity investments at Texas Municipal Retirement System (“TMRS”). Prior to joining TRMS, Chris served as Deputy Chief Investment Officer and Director of Absolute & Real Return at Kentucky Retirement Systems and as an Adjunct Professor of Finance at University of Kentucky, where he taught a class in Alternative Investments. If you are an allocator and want to know more about how some of the best in the business go about vetting their private equity fund managers, this episode is for you! Aside from being a well-known columnist for Institutional Investor, and […]
October 14, 2019

Episode #37 Mark Yusko – CEO and CIO of Morgan Creek Capital Management (Part 2)

THIS IS PART 2 OF A 2 PART INTERVIEW Mark Yusko is the Founder, CEO and Chief Investment Officer at Morgan Creek Capital Management, a company that provides investment management services to institutions and wealthy families. Prior to forming Morgan Creek, Mark was the President, Chief Investment Officer and Founder of UNC Management Company, the endowment investment office for the University of North Carolina at Chapel Hill. Prior to that, Mark was the Senior Investment Officer for the university of Notre Dame Investment office, where he joined as an Assistant Investment Officer in October of 2003. We spend a lot […]
September 5, 2019

Episode #36 Mark Yusko – CEO and CIO of Morgan Creek Capital Management (Part 1)

Mark Yusko is the Founder, CEO and Chief Investment Officer at Morgan Creek Capital Management, a company that provides investment management services to institutions and wealthy families. Prior to forming Morgan Creek, Mark was the President, Chief Investment Officer and Founder of UNC Management Company, the endowment investment office for the University of North Carolina at Chapel Hill. Prior to that, Mark was the Senior Investment Officer for the university of Notre Dame Investment office, where he joined as an Assistant Investment Officer in October of 2003. We spend a lot of time talking about asset allocation, manager selection and […]
July 5, 2019

Episode #33 David Salem – A Deep Dive into Capital Allocation

This interview is a true master class for anyone interested in capital allocation and manager selection. We had the great pleasure to speak to David Salem, the Co-Chairman of New Providence Asset Management, a firm that provides investment office solutions for endowments, foundations and family offices. David is also a contributor to Epsilon Theory, an online community in which he writes extremely thoughtful articles about investment management and combines it with his passion for the game of baseball.  Before assuming his current post, David served as a Managing Partner at Windhorse Capital Management, which merged with New Providence in 2018. […]