Capital Decanted
by John Bowman
Latest episode
S4 | Episode 4: Applying the Optimizer Function to Asset Management…
S4 | Episode 4: Applying the Optimizer Function to Asset Management…
About this podcast
Say goodbye to tired market takes and superficial sound bites. Because here, instead of skimming the surface, we dive into the heart of capital allocation — striking the perfect balance and exposing the subtleties that reveal the topic’s true essence.
Prepare to have your perspectives challenged as we open up the issues that resonate with the hearts and minds of those shaping asset management.
Episodes
The newest 20 of 57 episodes
- S4 | Episode 4: Applying the Optimizer Function to Asset Management with Daniel Gamba, Co-President and Chief Commercial Officer at Franklin Templeton · 55 min · Season 4 Episode 4Daniel Gamba joined Franklin Templeton late in 2025 after over 22 years at Blackrock and Barclays Global Investors and most recently, as President of Northern Trust Asset…
- S4 | Episode 3: Exploiting the Convergence of Public and Private Markets with Wellington Management CEO, Jean Hynes · 48 min · Season 4 Episode 3Jean Hynes is the CEO of Wellington Management, the $1.3T asset manager. We discussed Jean's 35 year progression from administrative assistant to health care industry savant to…
- S4 | Episode 2: The IQ Multiplier Platform at Wafra with CIO Adel Alderbas · 47 min · Season 4 Episode 2Wafra was founded in 1985 as a conduit for sourcing and executing investment activity in the US for their owner PIFSS, the public pension system of Kuwait. But about a decade…
- S4 | Episode 1: Rejecting the Cult of Equities in Utah's Sovereign Wealth Fund with Peter Madsen · 55 min · Season 4 Episode 1Peter Madsen is the CIO for the $5B Utah School and Institutional Trust Funds Office or SITFO. We discussed his formative years in the capital markets and how they contributed to…
- Season 4 Teaser of Capital Decanted · 3 minHere we say goodbye to tired market takes and superficial sound bites to dive beneath the surface of capital allocation. This show attempts to challenge conventional wisdom and…
- Worth Another Pour #1 | Season 3: Infrastructure Investing - Aqueducts, Statecraft & the New Power Brokers · 1 h 37 min · Season 3What happens when governments can't fund infrastructure anymore? A $1.6 trillion private asset class that doesn't recognize itself in the mirror. In the 2020s, infrastructure has…
- Worth Another Pour #2 | Season 3: The Prisoner's Dilemma: Investing in the AI Build-Out · 1 h 44 min · Season 3In every tech supercycle, investors are good at identifying disruptive technologies, but bad at picking the winners. AI is no different, except for the pace and velocity of…
- Worth Another Pour #3 | Season 3: The Hardest Time in History to Manage Money? · 1 h 28 min · Season 3Geopolitical change, product disruption, and technological transformation have all made this the most complicated moment in history to navigate capital markets. CAIA Association…
- Worth Another Pour #4 | Season 3: Total Portfolio Approach, Part 2 - Implications for the Broader Investment Ecosystem · 1 h 32 min · Season 3What happens when asset owners stop managing asset classes and start managing the whole fund? How do portfolios change, and how does the industry reorient their business models…
- S3 | Episode 8: NYC Live Show | Signal Overload - Allocating Long Term Capital as the World Rewires · 56 min · Season 3 Episode 8Listen in for a live recording of CAIA’s Capital Decanted Podcast that was hosted in New York City—where the conversation goes beyond surface-level takes to explore the deeper…
- S3 | Episode 7: The Prisoner's Dilemma: Investing in the AI Build-Out · 1 h 47 min · Season 3 Episode 7In every tech supercycle, investors are good at identifying disruptive technologies, but bad at picking the winners. AI is no different, except for the pace and velocity of…
- TEASER | Capital Decanted Live: Signal Overload - Allocating Long Term Capital as the World Rewires · 7 minUnprecedented geopolitical instability, the invasion of AI, and the convergence of public and private markets are causing a system-level reset for the investment profession. An…
- S3 | Episode 6: The Hardest Time in History to Manage Money? · 1 h 28 min · Season 3 Episode 6Geopolitical change, product disruption, and technological transformation have all made this the most complicated moment in history to navigate capital markets. CAIA Association…
- S3 | Episode 5: Infrastructure Investing - Aqueducts, Statecraft & the New Power Brokers · 1 h 36 min · Season 3 Episode 5What happens when governments can't fund infrastructure anymore? A $1.6 trillion private asset class that doesn't recognize itself in the mirror. In the 2020s, infrastructure has…
- S3 | Episode 4: Private Markets Are Coming For Your 401(k) · 1 h 30 min · Season 3 Episode 4The asset management industry is knocking on the door of the 401(k) system in the U.S.. While it has been the driving argument for inclusion, access alone doesn’t answer the…
- S3 | Episode 3: Total Portfolio Approach, Part 2 - Implications for the Broader Investment Ecosystem · 1 h 33 min · Season 3 Episode 3What happens when asset owners stop managing asset classes and start managing the whole fund? How do portfolios change, and how does the industry reorient their business models…
- Season 3 | Episode 2: Growing Up: How Growth Equity Is Defining Its Place in Private Markets · 1 h 6 min · Season 3 Episode 2Growth equity has evolved from the “middle child” between venture and buyout into a distinct and increasingly institutionalized part of the private markets ecosystem. Its role in…
- S3 | Episode 1: The Space Economy: Are We Entering a New Space Race? · 1 h 37 min · Season 3 Episode 1Space exploration has historically been viewed as a lofty and prideful goal of governments and the old space economy has been led by legacy private sector telecom companies. But…
- Season 3 Teaser of Capital Decanted · 7 min · Season 3Say goodbye to tired market takes and superficial sound bites. Because here, instead of skimming the surface, we dive into the heart of capital allocation — striking the perfect…
- #1 S2 Decanter's (Half) Dozen: The Great Convergence · 1 h 42 min · Season 3Today’s asset management business has quickly transformed into a race to build out a stable of thoroughbreds--investment strategies across a spectrum of conventional public…
