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The Allocators Playbook

Markets Group
Private Equity
Artificial Intelligence
Public Pension Funds
Saudi Arabia
Portable Alpha
University Pension Plan
Ontario
Ohio School Employees Retirement System
Employees' Retirement System Of Hawaii
United States
Omers
Private Credit
Harbourfront Wealth Management
Family Office
Delta Airlines
Megatrends
Michigan Municipal Employees Retirement System
New Hampshire Retirement System
New York State Teachers' Retirement Fund
Savvy Wealth

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

PublishesWeeklyEpisodes55Founded7 months ago
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InvestingBusiness

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Artwork for The Allocators Playbook

Latest Episodes

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... more

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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.

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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 mad... more

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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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Recent Guests

Ash Williams
CIO Hall of Fame inductee, Vice Chair of JP Morgan Asset Management
JP Morgan Asset Management
Episode: Part 1: Exclusive: Ash Williams CIO Hall of Fame Special Session
Jeb Burns
CIO, Michigan Municipal Employees Retirement System (Michigan MERS)
Michigan MERS
Episode: Where investors are leaning in, with CIO Jeb Burns, Mich.MERS
Jakob Carlsson
CEO, Lands for Shaken Leave
Lands for Shaken Leave
Episode: Navigating Inflationary Cycles and Geopolitics with Nordic Allocators
Cecilia Kellner
CIO managing a portfolio of pension assets
Pension asset management (unspecified)
Episode: Navigating Inflationary Cycles and Geopolitics with Nordic Allocators
Jon Braeutigam
Chief Investment Officer, Department of Treasury for the State of Michigan
State of Michigan Treasury Investment Office
Episode: Finding Balance: Repositioning a Pension for a New Regime
Molly Murphy
Chief Investment Officer, Orange County Employees Retirement System
Orange County Employees Retirement System (OCERS)
Episode: OCERS CIO Molly Murphy on dynamic investing in volatile markets
Blair Richards
Chief Investment Officer, Halifax Port ILA-HEA Pension Plan
Halifax Port ILA-HEA Pension Plan
Episode: Inside the Halifax Port ILA/HEA Pension Plan’s ‘Micro Maple 8’ Strategy
Danny Popescu
Founder and CEO of Harbourfront Wealth Management
Harbourfront Wealth Management
Episode: Harbourfront Wealth Group scales up growth strategy
Anshul Sharma
CIO at Savvy Wealth, NY-based venture-capital-backed RIA
Savvy Wealth
Episode: Thematic investing with venture-backed Savvy Wealth’s CIO Sharma, who increased AUM 4.5x in 2025

Host

Lauren
Host of The Allocators Playbook (Markets Group).

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#57
Italy/Business/Investing
Apple Podcasts
#225
Italy/Business
Apple Podcasts
#76
Netherlands/Business/Investing
Apple Podcasts
#154
Denmark/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Part 2: Special Session with Ash Williams: returning to Florida SBA, with questions from CIOs
Q: Ash, you were at Fertree Partners during the great financial crisis, and you actually came up with something brilliant in order to protect the firm and also protect profits of the firm. Can you walk me through it?
He describes identifying the housing bubble, researching regional markets, and implementing a shorting strategy via credit default swaps, followed by careful risk management and a disciplined approach to capital allocation.
Part 2: Special Session with Ash Williams: returning to Florida SBA, with questions from CIOs
Q: Do you mind if I fire a few at you?
Ash responds that it sounds risky but is open to questions; he provides candid perspective on public service, politics, and investment strategy.
CIO TJ Carlson is planning his strategy around portable alpha
Q: Did being a Marine kind of help you understand the workings of American government, of American industry, how these things work together, and give you a greater understanding as an investor?
Yes, the military background broadens your perspective on geopolitics and other people's viewpoints, which helps in communicating with diverse stakeholders and in making more informed investment decisions.
Where investors are leaning in, with CIO Jeb Burns, Mich.MERS
Q: How are you leveraging AI in due diligence and research without losing the human edge?
We use AI to augment staff and accelerate data processing, but we rely on human analysis to identify deeper risks and to validate AI outputs through robust prompts and governance.
Where investors are leaning in, with CIO Jeb Burns, Mich.MERS
Q: What would you bet the top investment would be over the last five years if you had to pick one?
Diversified across commodities, infrastructure, and external drivers, with a notable tilt toward infrastructure and energy-related private investments that outpaced traditional large-cap equities at times.

Audience Metrics

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Listeners per Episode
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Frequently Asked Questions About The Allocators Playbook

What is The Allocators Playbook about and what kind of topics does it cover?

The show centers on asset allocation, manager selection, and navigating the next market cycle through in-depth conversations with senior investment professionals and institutional asset owners. Episodes frequently explore governance, liquidity planning, and strategic shifts in public pension funds and large-scale portfolios, often highlighting how teams balance long-horizon objectives with rising actuarial targets, macro shifts, and the integration of technology and data tools. Notable throughlines include practical frameworks for portfolio construction, risk management across cycles, and the role of governance and talent in sustaining returns, with several episodes offering real-world case studies from public plans, sovereign funds, and la... more

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These podcasts share a similar audience with The Allocators Playbook:

1. Capital Allocators – Inside the Institutional Investment Industry
2. Odd Lots
3. Masters in Business
4. The Compound and Friends
5. Animal Spirits Podcast

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The Allocators Playbook launched 7 months ago and published 55 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Allocators Playbook?

Recent guests on The Allocators Playbook include:

1. Ash Williams
2. Jeb Burns
3. Jakob Carlsson
4. Cecilia Kellner
5. Jon Braeutigam
6. Molly Murphy
7. Blair Richards
8. Danny Popescu

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