“Allocator’s Perspective” Happy Hour with Marcus Frampton
Teaser Video
Marcus Frampton is CIO of the $75bn Alaska Permanent Fund, the sovereign wealth fund of the State of Alaska. In this conversation with Kuppy,
Marcus demystifies the world of institutional allocators, explaining how he and his counterparts make decisions with their massive stacks of capital, how much leeway CIOs like him have to make major allocation changes, and his particularly informed perspective on private market asset classes that have come to dominate the institutional investing world. He also touches on some of the Event-Driven trading strategies he likes in his PA.
“Allocator’s Perspective” Happy Hour with Marcus Frampton
Recommended Videos
Join us for an timely episode of the KEDM Happy Hour as we welcome back Erik from YWR! After two and a half years, Erik shares his insights on the latest trends in the stock market, macroeconomic shifts, and his recent trip to China.
Join us for this exciting episode of the KEDM Happy Hour, where Roderick dives deep into the world of finance, investment strategies, and market insights. As day one subscribers of KEDM, they share their experiences and thoughts on various investment themes, including value investing, stock-specific research, and the importance of management teams in driving company performance.
Join us for an insightful episode as we dive into the world of finance with Derek, the founder of Gator Capital, a boutique investment advisory firm specializing in the financial services sector. With over 17 years of experience, Derek shares his journey from working at Fannie Mae to running a successful investment firm.
Join us in this episode as we dive into a lively discussion about the current state of global markets, the impact of geopolitical events, and the fascinating world of finance. Our guest, known as "Le Shrub," shares his unique journey from hedge fund CIO to social media influencer, and how he transformed his insights into a popular Substack.