The Allocators Playbook

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

The Allocators Playbook is a business podcast hosted by Unknown Host, with 58 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts The Allocators Playbook, a business show with 58 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  The Allocators Playbook

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

  Aug 19, 202635 min

  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.

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  The Allocators Playbook

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

  Aug 5, 202631 min

  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

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  The Allocators Playbook

  Sampension CIO bets on RA, VC to hedge inflation era

  Jul 22, 202622 min

  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,

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  The Allocators Playbook

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

  Jul 8, 202641 min

  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

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  The Allocators Playbook

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

  Jul 1, 202647 min

  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

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