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"There are six managers that dominate the off-the-shelf target date fund market — Vanguard, Fidelity, BlackRock, State Street, T. Rowe, and Capital Group." - Eric Mogelof (EP.464) With thanks to WCM Investment Management, Morningstar, Inc., and SRS Acquiom.

"It’s not an if, it’s really a when. There’s no doubt in my mind in a decade from now, we will see very meaningful allocations within that DC market to private markets." - Eric Mogelof (EP.464) With thanks to WCM Investment Management, Morningstar, Inc., and SRS Acquiom.

This week I sit down John Graham, President and CEO of CPPIB. We discuss the evolution of the Canadian model, the rise of the Total Portfolio Approach, and how John leads a global organization balancing scale, teams, and governance. capitalallocators.com/podcast/evolut… With thanks to WCM

"Every asset class will have its moment in the sun. Every geography will have its moment in the sun. It’ll also have its moment in the shade." - John Graham (EP.465) With thanks to WCM Investment Management, Morningstar, Inc., and SRS Acquiom.

"Nothing sharpens the mind like compensation." - John Graham (EP.465) With thanks to WCM Investment Management, Morningstar, Inc., and SRS Acquiom.

"Diversification is an act of humility." - John Graham (EP.465) With thanks to WCM Investment Management, Morningstar, Inc., and SRS Acquiom.

Envy, aspiration, and contentment shape not just our finances, but the way investors and executives make decisions. My conversation with bestselling author Morgan Housel about his new book, The Art of Spending Money. capitalallocators.com/podcast/the-ar… With thanks to WCM Investment

On Investment Management Operations, Scott MacDonald speaks with Melissa Stolfi from TCW. capitalallocators.com/podcast/tcw/ With thanks to BILL.

"All behavior makes sense with enough information." - Morgan Housel (EP.466) With thanks to WCM Investment Management, Morningstar, Inc., and SRS Acquiom.

"Contentment can be a lasting, enduring emotion. Happiness never is." - Morgan Housel (EP.466) With thanks to WCM Investment Management, Morningstar, Inc., and SRS Acquiom.

"The luckier you are, the nicer you should be." - Morgan Housel (EP.466) With thanks to WCM Investment Management, Morningstar, Inc., and SRS Acquiom.

Humility, adaptation, and evolution define WCM's rise into a leading growth investor. A conversation with Mike Trigg, Co-CEO and Portfolio Manager, and Sanjay Ayer, Portfolio Manager, on refining the firm’s process, integrating AI, and doubling down on core values to think

"It’s easy to get stuck in the bright lights of philosophy, but the unsexy 1% improvements—compounded daily—are where real progress happens." - Mike Trigg (EP.467) With thanks to Morningstar, Inc. and SRS Acquiom.

"Flexibility is essential because the market isn’t a lock-and-key problem—it’s a constantly changing puzzle." - Sanjay Ayer (EP.467) With thanks to Morningstar, Inc. and SRS Acquiom.

Is the drought finally over for private equity distributions? On November 18th, Xavier Smith from AlphaSense and I will dive into how GPs are adapting, how LPs are accessing liquidity, and how AI is reshaping PE strategies. Register here: go.alpha-sense.com/swb-imp-genai-…

"Playing the long game is the right strategy. The market’s myopic. Stick to your knitting. But there are occasions where long-termism is a lazy crutch." - Sanjay Ayer (EP.467) With thanks to Morningstar, Inc. and SRS Acquiom.

Experience, resilience, and perspective define Jeff Aronson’s four decades in alternatives. A conversation with the Centerbridge Co-Founder and Managing Principal on lessons from mentors, bridging private equity and credit, and the challenge of staying differentiated as

"Private equity investors think everything’s going to the moon. Credit investors think everything’s going to zero. It’s good to have some balance." - Jeff Aronson (EP.468) With thanks to WCM Investment Management, Morningstar, Inc., and SRS Acquiom.

On Investment Management Operations, Scott MacDonald speaks with Chester Dawes from Palistar Capital. capitalallocators.com/podcast/palist… With thanks to BILL.

"We’re very much in greed mode now. There’s tremendous complacency — spreads are super tight, investors are accepting opacity, and you hear 'gotta put the money to work.'" - Jeff Aronson (EP.468) With thanks to WCM Investment Management, Morningstar, Inc., and SRS Acquiom.