Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)

More from Capital Allocators – Inside the Institutional Investment Industry All episodes →

1. 

   5 Aug 2026 · 6 min

   WTT: The Anatomy of a Blow-Up

   This What Ted's Thinking brings Situational Awareness to the underlying causes of hedge fund disasters. Read Ted's blog here. Editing and post-production work for this episode was provided by The Podcast Consultant ( ⁠ https://thepodcastconsultant.com ⁠ )

2. 

   3 Aug 2026 · 1 hr 18 min

   Best of Decision-Making: Annie Duke (2022)

   Our Summer Series kickoff is with one of the all-time greats, Annie Duke . The former world-class poker player has become a noted academic and practitioner in the art of decision-making. Her best-seller Thinking in Bets is a one-of-a-kind set of tools and tips to try (emphasis on try) to get past our embedded behavioral biases. And her follow-up works How to Decide and Quit pull different threads in the decision-making process. Since writing Thinking in Bets, Annie has consulted several investment organizations to apply her insights to investing, including becoming a Special Partner focused…

3. 

   3 Aug 2026 · 1 hr

   Best of Decision-Making: Annie Duke (2018)

   Our Summer Series kickoff is with one of the all-time greats, Annie Duke . The former world-class poker player has become a noted academic and practitioner in the art of decision-making. Her best-seller Thinking in Bets is a one-of-a-kind set of tools and tips to try (emphasis on try) to get past our embedded behavioral biases. And her follow-up works How to Decide and Quit pull different threads in the decision-making process. Since writing Thinking in Bets, Annie has consulted several investment organizations to apply her insights to investing, including becoming a Special Partner focused…

4. 

   E514 · 30 Jul 2026 · 45 min

   Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)

   Lauren Hochfelder is Head of Global Real Assets at Morgan Stanley, where she oversees a team of 300 investment professionals across 13 countries, managing $80 billion across real estate, infrastructure, equity and credit. Lauren joined Morgan Stanley as an investment banking analyst directly out of Yale 26 years ago and has spent her entire career at the firm, helping build one of the industry's leading platforms. Our conversation traces Lauren's journey from analyst to Global Head and the evolution of Morgan Stanley's real estate business before, during, and after the Global Financial…

5. 

   E513 · 27 Jul 2026 · 1 hr 11 min

   Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)

   Michelle Knudsen is Chief Investment Officer of NYU, where she oversees the university's $8 billion endowment. Michelle joined NYU two years ago, after fourteen years as an allocator at Partners Capital and the Mellon Foundation, with a mandate to build a best-in-class endowment from a clean sheet of paper. Our conversation traces Michelle's lessons learned working at Goldman Sachs, a growing OCIO, and a foundation that shaped her investment philosophy and views on portfolio construction, risk management, and manager selection. We then turn to the transformation of NYU's investment office…

6. 

   E511 · 16 Jul 2026 · 52 min

   Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)

   Frank Danieli is Head of Global Credit Solutions at MA Financial Group, an ASX-listed alternative asset manager that oversees A$15 billion ($10 billion) across a broad range of private credit and lending strategies and A$179 billion ($125 billion) in a lending ecosystem platform. Frank began his career in restructurings, the self-described 'dark side of credit', and has used the lessons from special situations and distressed loans to build a performing credit platform across asset backed finance, direct asset lending and corporate private credit. Our conversation discusses what global…

7. 

   E510 · 13 Jul 2026 · 54 min

   Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)

   Baroness Dambisa Moyo is a global economist, author, board member, and investor who sits at the intersection of public policy, corporate governance, and capital allocation. Dambisa serves in the U.K. House of Lords, sits on the boards of Chevron, Starbucks, Condé Nast, and Oxford University's investment committee, is Chair of the Economic Club of New York, and oversees Altered Trajectory alongside her husband, Jared Smith, the family office formed after his sale of Qualtrics in 2018. Our conversation traces Dambisa's journey from growing up in Zambia to becoming a leading voice on global…

8. 

   10 Jul 2026 · 8 min

   WTT: 5.5 Lessons at 55.5

   This WTT, 5.5 Lessons at 55.5 reflects on what five-and-a-half decades of investing, podcasting, and mistakes have taught me about people, markets, and myself. Read Ted's blog here . Editing and post-production work for this episode was provided by The Podcast Consultant ( ⁠ https://thepodcastconsultant.com ⁠ )

9. 

   E509 · 6 Jul 2026 · 1 hr 7 min

   Moat Investing Nuances – Pat Dorsey (EP.509)

   Pat Dorsey is the Founder of Dorsey Asset Management, a $1.7 billion global public equity manager focused on companies with competitive advantages and long investment runways. Pat created Morningstar's moat research framework and led its equity research efforts for a dozen years before launching his firm in 2014. Our conversation covers the nuances of investing in businesses with wide moats across quantitative analysis, switching costs, network effects, brands, management, alignment, capital allocation, and reinvestment runways. We then turn to Pat's application of moat analysis to his…

10. 

    E508 · 29 Jun 2026 · 58 min

    Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508)

    Our first guest on the Senior Decision Makers mini-series is Nick Csicsko. Nick is a Managing Director at the Trinity Wall Street endowment, where he joined CIO Meredith Jenkins at the founding of the investment office in 2016 and has spent the last decade helping build a young endowment inside a 320-year-old institution. Today the endowment has grown to over $6 billion. Nick's path into investing is a fascinating one. He studied composition and earned his Doctorate of Music at Juilliard. While there, he talked his way into an internship at Juilliard's endowment and never looked back. Our…