The Allocators Playbook – Details, episodes & analysis

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The Allocators Playbook

Markets Group

Business

Frequency: 1 episode/12d. Total Eps: 57

The Allocators’ Playbook by Markets Group is a podcast for asset allocators navigating asset allocation, manager selection and the next market cycle. Please visit us online at www.marketsgroup.org

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Data updated on 01/08/2026

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🇫🇷 France - Investing
21/07/2026
#88

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Score global : 22%

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Sampension CIO bets on RA, VC to hedge inflation era

Wednesday, July 22, 2026 • Duration 21:53

Henrik Olejasz Larsen, the chief investment officer at €47B Sampension is rebuilding the portfolio for a world where falling rates are no longer a given,

CIO Hall of Famer John Skjervem on a 'Truman Show' Fund, Doubling AUM, and Fiduciary True North

Wednesday, July 8, 2026 • Duration 40:32

What matters most, governance structure or market insight? In this in-depth conversation with up-in-coming CIO Hall of Famer honoree, John Skjervem, learn his leading takeaways from doubling the AUM in Oregon, what it was like to switch to a 97% funded Utah Retirement System, and how he helped to ready Northern Trust for institutional clients.

TimeStamps:

00:12 - Introduction to John Skjervem and His Achievements

03:20 - Defining Fiduciary True North

12:18 - Navigating Pressures as a CIO

13:26- Revamping Oregon's Investment Systems

16:13 - Leadership vs. Management: The Rowboat Analogy

18:22 - The Importance of Governance in Investment Outcomes

21:48 - Offense vs. Defense in Investment Strategies

24:26 - First Impressions and Pressure Testing in Utah

26:25 - Misunderstandings in Managing Retirement Systems

30:31 - Systemic Issues in State Pension Funds

35:01 - Legacy and Impact as a CIO

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Top Decile CIO Mark Steed on Sports investing, AI and tracking high convictions for pension teams

Wednesday, July 1, 2026 • Duration 46:38

What's better at predicting markets, quant, practiced intuition or deep analysis? How would you track it? Similar to what was seen on the hit show Billions, CIO Mark Steed discusses his proven, high conviction method for pension fund investment teams that has gotten the team to top decile returns and one of the fastest growing funds in the USA. The New Strategy Award winner also discusses due diligence for sports investing, AI applications and how he brought his team together collectively.

#Billions #institutionalinvestor #allocator #chiefinvestmentofficer #pensionfund #highconvictioninvesting

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Part 2: Special Session with Ash Williams: returning to Florida SBA, with questions from CIOs

Wednesday, June 24, 2026 • Duration 57:19

Part 2: CIO Hall of Famer Ash Williams discusses the changes he made once he returned to the Florida SBA after the Great Financial Crisis, and fields questions from CIOs in the industry.

Part 1: Exclusive: Ash Williams CIO Hall of Fame Special Session

Wednesday, June 17, 2026 • Duration 39:43

Part 1: After becoming one of the most nominated CIOs in the history of the Markets Group peer nominated CIO Hall of Fame Award, we conducted a special session with Ash Williams as part of his induction. In Part 1, hear about the key decisions he made during his life and career, and his sound advice for allocators throughout the industry.

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Where investors are leaning in, with CIO Jeb Burns, Mich.MERS

Wednesday, June 10, 2026 • Duration 35:43

Jeb Burns, Chief investment officer of Michigan MERS, living in a U.S. manufacturing hub, shares insights on tailwinds, where investors are leaning in, humans vs. AI, and getting his investment team out of siloes.

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Navigating Inflationary Cycles and Geopolitics with Nordic Allocators

Wednesday, June 3, 2026 • Duration 14:59

Inflation isn't the anomaly, it's the norm. Defense is getting a new seat at the ESG table. And private equity may be finding its edge again.

Recorded onsite at our Nordic allocator roundtable in Denmark, this episode features Cecilia Kellner and Jakob Carlsson on how one of Sweden's largest investors is positioning for what comes next: navigating inflationary cycles and geopolitical risk, building climate-smart indices and green bonds without sacrificing returns, and finding private equity's edge again.

Request the Nordics Investors Retreat (June 16-18, 2026) agenda for the full speaker lineup and sessions: https://info.marketsgroup.org/nordics-investors-retreat-2026?utm_source=LinkedIn&utm_medium=LinkedInxTAPxNordicsRetreatJune3

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Finding Balance: Repositioning a Pension for a New Regime

Wednesday, May 27, 2026 • Duration 28:46

Jon Braeutigam, CIO of the State of Michigan Department of Treasury, reflects on how a long-term, data-driven investment philosophy has helped guide the portfolio through major market cycles. In this in-depth discussion with Markets Group Deputy Editor Lauren Bailey, Braeutigam explains the fund’s shift from equity-heavy positioning in a low-rate environment to a more diversified mix of equities, fixed income, and absolute return strategies as rates rose and funding levels improved. He also shares his views on AI, fiscal risk in the U.S., and why relationships and perspective remain central to success in institutional investing.

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OCERS CIO Molly Murphy on dynamic investing in volatile markets

Wednesday, May 20, 2026 • Duration 32:28

OCERS CIO Molly Murphy joins Markets Group to discuss the hidden AI trade building across institutional portfolios, why OCERS favors infrastructure over private credit, and how the pension system is using technology, dynamic asset allocation and scenario testing to prepare for stagflation, geopolitical volatility and an increasingly uncertain macro environment.

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Inside the Halifax Port ILA/HEA Pension Plan’s ‘Micro Maple 8’ Strategy

Wednesday, May 13, 2026 • Duration 37:29

How did a small Canadian pension plan outperform while others abandoned defined benefit plans?

Markets Group Lifetime Achievement Award winner Blair Richards shares the bold investment decisions, early move into alternatives, and “micro-Maple Model” strategy that delivered decades of strong returns that recently culminated in a landmark deal guaranteeing retirees a 4% annual COLA for life.

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The Allocators Playbook – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

The Allocators Playbook – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other2

LinkedIn1

Instagram1

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other2

LinkedIn1

Instagram1