The chief endowment officers at foundations, family offices, pension funds, and sovereign wealth funds are the leaders in the world of finance. They marshal trillions of dollars on behalf of their institutions and influence how capital flows throughout the world. But these elite investors live outside of the public eye. Across the entire investment industry, few participants understand how these holders of the keys to the kingdom allocate their time and their capital. What’s more, there is no formal training for how to do their work.
So, how do these influential leaders practice their craft? What skills do they require? What frameworks do they employ? How do they make investment decisions on everything from hiring managers to portfolio construction?
Join us for an afternoon webinar between author Ted Seides as he discusses his new book, Capital Allocators, with Jonathan Brolin, founder and managing partner of Edenbrook Capital LLC, on this opaque corner of the investment landscape.
Agenda
12 p.m.: Welcome Remarks: Paul Johnson, finance professor, founding partner and investment manager, Nicusa Capital Partners
12:05 p.m.: Speaker Introduction: Jonathan Brolin, founder and managing partner of Edenbrook Capital LLC
12:08 p.m.: Discussion: Ted Seides
12:45 p.m.: Audience Q&A
1 p.m.: Closing Remarks: Paul Johnson
About the Speakers
Ted Seides created Capital Allocators LLC to explore best practices in the asset management industry. He launched the Capital Allocators podcast in 2017, and the show reached 6 million downloads in June 2021. Brunswick Group named it the top institutional investing podcast, and Barron’s, Business Insider, Forbes, and ValueWalk each named it among the top investing podcasts. Alongside the podcast, Seides advises both managers and allocators, compounding his knowledge and relationships to help them make more money. In March, he published his second book, Capital Allocators: How the World’s Elite Money Managers Lead and Invest, which distills key lessons from the first 150 episodes of the podcast.
Jonathan Brolin is the founder and managing partner of Edenbrook Capital LLC, which he founded in 2011. Edenbrook takes a private equity approach to public markets, principally through concentrated, long-term investments in small- and mid-cap companies. This approach involves identifying equities that are undervalued on a fundamental basis, performing intensive research on companies and industries, understanding existing and potential levers for creating value, and collaborating with management teams and/or other constituents to unlock shareholder value over a multiyear period. Brolin currently serves on the board of directors of Frequency Electronics Inc. and CXO Nexus Inc.
Brolin has 25 years of experience in public and private equity investing and investment banking. In addition, he serves as a fellow at the Gabelli Center for Global Security Analysis and taught Advanced Topics in Value Investing for seven years as an adjunct professor of finance at the Gabelli School of Business. He earned his M.B.A. from Columbia Business School, where he was a member of the Beta Gamma Sigma honor society. Brolin earned his B.A. from the University of Pennsylvania, where he was a Benjamin Franklin scholar and general honors student. When he’s not searching for value, he can be found watching, coaching, playing, or thinking about baseball.
Copies of Capital Allocators will be raffled off to attendees.
This event is co-sponsored with the CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance.
This event is open to alumni, faculty/staff, parents, students, and the public.