Just published: “A New Twist on an Old Bet with Buffett.” Pitting private equity against the S&P 500. What do you think?. #PrivateEquity #BuffettBet #InvestmentAnalysis #CapitalAllocators.

Yale's private portfolio. My conversation with Tim Sullivan from @Yale. With thanks to WCM Investment Management and @AlphaSenseInc.

Michael Ovitz on reinventing talent and building momentum at Treville.

Jon Harris, Meredith Jenkins, Casey Whalen & Brett Barth riff on investing.

Michael Ovitz on self-awareness.

Brett Barth on diversifying globally.

"Every week, on my calendar, I carry forward those that I enjoyed and want to meet again, and I delete people that I found were transactional people."​. - Michael Ovitz (EP.455). With thanks to WCM Investment Management and @AlphaSenseInc.

"Every person in my position tells you they're the greatest thing since the wheel. It's all baloney. We're good at certain things and not so good at others, just like everybody else."​. - Michael Ovitz (EP.455). With thanks to WCM Investment Management and @AlphaSenseInc.

"We rarely fired anyone; instead, we helped them find other jobs so they wouldn’t be embarrassed."​. - Michael Ovitz (EP.455). With thanks to WCM Investment Management and @AlphaSenseInc.

On Investment Management Operations, Scott MacDonald speaks with Heather Kennedy Miner from.@adventintl.

"I don’t wait for anybody to call me. I will call someone. You'll hear from me 10 times till I get you on the phone."​. - Michael Ovitz (EP.455). With thanks to WCM Investment Management and @AlphaSenseInc.

Reinventing talent and building momentum at Treville Capital Group. My conversation with Michael Ovitz. With thanks to WCM Investment Management and @AlphaSenseInc.

"So many people don't pay attention to taxes, especially retail investors. End of the day, if you're being paid the incentive off your gross return, that's what you're going to focus on."​. - Jon Harris (EP.454). With thanks to WCM Investment Management and @AlphaSenseInc.

"It's rare when alpha and beta line up. We’ve always had alpha to some degree in the non-US markets, but the beta underperformed. Now the beta looks good too."​. - Casey Whalen (EP.454). With thanks to WCM Investment Management and @AlphaSenseInc.

"There are a thousand overpriced unicorns. Not everyone is going to make it through the door."​. - Meredith Jenkins (EP.454). With thanks to WCM Investment Management and @AlphaSenseInc.

"Private companies will stay private longer if not forever."​. - Brett Barth (EP.454). With thanks to WCM Investment Management and @AlphaSenseInc.

Five allocators riff on investing part 3. My conversation with Meredith Jenkins, Casey Whalen, Brett Barth, and Jon Harris. With thanks to WCM Investment Management and @AlphaSenseInc.

Hugh MacArthur on private equity’s challenges and opportunities.

Hugh MacArthur raises alarm on private equity distributions.