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The Allocation Agenda podcast bridges the gap between innovation and insight, bringing together the brightest minds among visionary allocators and investment managers. Our mission is to build a living repository of cutting-edge knowledge powered by the collective expertise of your peer community. We serve as a platform for connection, collaboration, and growth. Join us as we delve into institutional investors' challenges in achieving risk-appropriate returns and how managers adapt to an incr ...
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The Middleman's Challenge and Solutions in the Allocator-Investment Management Relationship
28:19
28:19
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28:19
In this episode of The Allocation Agenda, we sit down with Matthew Burrows, Director of Investment Relations and Marketing at Frostrow Capital LLP, to explore the role of the intermediary in allocator–manager relationships. With a background in discretionary portfolio management, and now working as the 'middleman' between allocators and fund manage…
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Why Outdated Constraints Continue to Shape Trillions of Dollars in Large-Cap Assets
17:20
17:20
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17:20
With over two decades of experience in manager research and investment analysis, Gary Tom offers a detailed examination of the 1940 Investment Company Act’s diversified fund rule. He explains why outdated constraints continue to shape trillions of dollars in large-cap assets, explores the real costs associated with capping top holdings, and shares …
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Breaking Data Barriers for Better Investing
39:31
39:31
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39:31
Liron Mandelbaum, COO of Dasseti, shares insights from his Bloomberg career and how they shaped transformative strategies at Dasseti. He highlights the “aha moment” in investment management, exposing data collection challenges in private markets. Liron explores data democratization and how Dasseti streamlines data flows, replacing outdated processe…
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The Pros and Cons of Internal Versus External Investment Management
25:26
25:26
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25:26
In this episode of The Allocation Agenda, Matthew Stiling, Senior Operational Due Diligence Analyst at Investcorp-Tages, discusses the evolving dynamics between internal and external investment managers. They discuss the critical role these managers play for allocators, the importance of trust and transparency in relationships, and how new technolo…
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