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Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03): My guest today is Brett Barth, a founder and the CIO of BBR Partners. BBR manages north of $12.5B on behalf of 125 families in its multi-family office. In this episode, we start talking about raising twins, a family issue close to both of our hearts. From by Capital Allocators – Inside the Institutional Investment IndustryUNLIMITED
Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260)
FromCapital Allocators – Inside the Institutional Investment Industry
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Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260)
FromCapital Allocators – Inside the Institutional Investment Industry
ratings:
Length:
64 minutes
Released:
Jul 4, 2022
Format:
Podcast episode
Description
Ashvin Chhabra is the President and Chief Investment Officer of Euclidean Capital, the family office for Jim Simons of Renaissance Technologies. Ashvin joined Euclidean in 2015 after spending time as CIO of the Institute for Advanced Study and CIO of Merrill Lynch Wealth Management. He is the author of The Aspirational Investor and is recognized as one of the founders of goals-based wealth management. Our conversation covers into Ashvin’s upbringing and his path from physics to investing. We discuss his “Beyond Markowitz” portfolio management framework, application of it to high net worth individuals, foundations, the Yale endowment, Warren Buffett, and a single family office. Along the way, Ashvin shares the story of interviewing with Jim Simons, his critique of endowment management, manager selection, and perspectives on interest rates and bitcoin. Ashvin is one of most creative and independent thinkers in the community and you’ll soon hear why. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
Released:
Jul 4, 2022
Format:
Podcast episode
Titles in the series (100)
- 54 min listen