by John Bowman and Aaron Filbeck
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.
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Publishing Since
9/5/2023
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June 26, 2026
John Bowman and Aaron Filbeck interview Taylor Robinson, Kim Lew, Elizabeth Burton, and Reed Rayman about navigating signal overload and allocating long-term capital in a rewiring world.
June 2, 2026
Host Aaron D. is joined by Kai Wu of Sparkline Capital, Jerry Neumann, and David Haber of a16z to dissect AI investment opportunities and identify true value capture beyond the hype.
May 1, 2026
<p>Unprecedented 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 endowment CEO, a global private capital partner, a Chief Investment Strategist, and a secondaries veteran walk into a room and each is experiencing and responding to this reset differently. Join CAIA Association on June 16 for our first live version of its signature Capital Decanted Show. With the help of these industry leaders and friends and a whole lot of fun and surprises, we'll try to bring clarity to what many have deemed the most challenging time in their career to allocate capital.</p><p>Register <a href="https://myaccount.caia.org/eweb/DynamicPage.aspx?webcode=EventInfo&Reg_evt_key=44406a78-b8f0-48a8-91d9-c16597db7830&RegPath=EventRegFees&FreeEvent=0&Event=CAIA%20New%20York%20|%20Capital%20Decanted%20Live:%20Signal%20Overload%20-%20Allocating%20long%20term%20capital%20as%20the%20world%20rewires.&FundraisingEvent=0&evt_guest_limit=9999" target="_blank" rel="noopener noreferer"><strong>here</strong></a>! </p>
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Taylor Robinson
Guest
Kim Lew
Guest
Elizabeth Burton
Guest
Reed Rayman
Guest
Kai Wu
Guest
Jerry Neumann
Guest
David Haber
Guest
Dan Cahill
Guest
Drew Carrington
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Geoffrey Rubin
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Charles Hyde
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Eugene Podkaminer
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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.
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