[REPLAY] - Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29)
Capital Allocators – Inside the Institutional Investment Industry
Ted Seides – Allocator and Asset Management Expert
4.7 • 841 Ratings
🗓️ 1 May 2023
⏱️ 62 minutes
🧾️ Download transcript
Summary
Dr. Ashby Monk is the Executive and Research Director of the Stanford University Global Projects Center. He is also a Senior Research Associate at the University of Oxford, a Senior Advisor to the Chief Investment Officer of the University of California, and the co-founder of Long Game. Ashby advises sovereign wealth funds and large pension funds, and is involved with a bunch of fin tech companies, all of which attempt to create innovative solutions to fixing the financial future for individuals, pensions and countries in the years ahead.
Our conversation starts with Ashby's early work experience and path through academia, and flows into an exploration of next generation, lower cost approaches to active management for large asset owners. We touch on investing in public equity, private equity, venture capital, and hedge funds using examples from the Canadian and Australian pensions, New Zealand Super Fund, and University of California endowment. Lastly, we discuss Long Game, an innovative company seeking to improve personal savings in the U.S. Ashby is a passion-driven, creative thinker who rightfully has the ear of some of the most important pools of capital in the world. His ideas will change the way you think about allocating capital.
Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Access Transcript with Premium Membership
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Capital allocators is brought to you by my friends at WCM Investment Management. |
| 0:07.5 | To outperform the markets, you have to do something differently from others. |
| 0:11.9 | In my 30-something years investing in managers, there may be no one I've come across who does that as clearly and as well as WCM. |
| 0:20.0 | I've seen it up close as an investor in their |
| 0:22.3 | international growth strategy for the last five years. WCM is a global equity investment manager |
| 0:28.9 | majority owned by its employees. They believe that being based on the West Coast, away from |
| 0:34.7 | the influence of Wall Street Groupthink, provides them with the freedom |
| 0:37.9 | to live out their investment team's core values, think different, and get better. |
| 0:43.7 | As advocates of integrating culture research into the investment process and advancing |
| 0:48.3 | wide moat investing with the concept of moat trajectory, WCM has delivered differentiated returns while building concentrated |
| 0:56.2 | portfolios designed to stand out from the crowd. |
| 1:00.2 | WCM is committed to defying the status quo by dismantling outdated practices, believing |
| 1:06.2 | in the extraordinary capabilities of its people, and fostering optimism to inspire each individual |
| 1:12.2 | to become the best version of themselves. To learn more about WCM, visit their website at WCMinvest.com. |
| 1:21.3 | And tune in to this slot on the show to hear more about WCM all year long. |
| 1:26.9 | This testimonial is being provided by Ted Sides and capital allocators who have been compensated a flat fee by WCM. His payment was made in connection with capital allocators' testimonial and production of podcasts, and does not depend on the success or level of business generated. The opinions expressed are solely those of capital allocators and may not reflect the opinions of others. Investing involves risk, including the possible loss of principle. Past performance is not indicative of future results. Please visit wcminvest.com for WCM's ADV and |
| 1:48.0 | further information. |
| 1:55.2 | Hello, I'm Ted Sides and this is Capital Allicators. This show is an open exploration of the people and process behind capital allocation. |
| 2:06.2 | Through conversations with leaders in the money game, we learn how these holders of the |
| 2:11.1 | keys to the kingdom allocate their time and their capital. |
| 2:14.5 | You can keep up to date by visiting Capital Allocatorspodcast.com. |
| 2:21.9 | My guest on today's show is Dr. Ashby Monk, the executive and research director of the Stanford |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Ted Seides – Allocator and Asset Management Expert, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Ted Seides – Allocator and Asset Management Expert and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.