HeyJaredThe Allocators Playbook
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
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 16, 2026
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- Earliest in this view
- Jul 8, 2026
Latest episodes
West Virginia CIO Craig Slaughter: Four decades, $4.8 billion in outperformance and one rule — don’t get whipsawed by politics (opens the original)
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After nearly four decades overseeing investments for the West Virginia Investment Management Board, Craig Slaughter has learned that staying independent means avoiding being “whipsawed by politics.” The longtime CEO and CIO discusses why public funds stumble when governance breaks down, how history helps investors keep their cool in turbulent markets and why he prefers to hire people smarter than himself — an approach that has helped the fund generate $4.8 billion more than the median public pen
MPK's CIO on Buying Gold, Dumping Tech and Waiting for Real Estate to Bottom (opens the original)
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Migros Pension Plan CIO Stephan Bereuter joins Allocators Playbook to break down how the CHF 30bn Swiss fund turned a 2023 insurance-linked securities trade into one of its best contrarian bets — bought when everyone else was selling — and why he's not chasing the next "ILS moment." He also talks through where MPK is hunting for opportunities now: cooling conviction on data centers despite being early movers, a cautious re-entry into international real estate, and selective deals in student hous
Is this a bubble? CIO Matt Clark on investing for crashes, expensive markets & September volatility (opens the original)
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With September and October typically times of market volatility, this episode will give tips on preparing a strategic portfolio in time for defensive and opportunistic investments. State Investment Officer Matt Clark, a self-described contrarian, is storing cash and waiting to invest at the bottom of the market. According to his team’s research, only a few times in history have markets been this expensive, and those times were right before a crash. Learn how he navigates the pain of pulling out
Why UBC Investment Management CEO Dawn Jia says portfolios need nutrients, not asset-class labels (opens the original)
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How should institutional investors think about portfolio construction in an era of market concentration? Dawn Jia, president and CEO of UBC Investment Management, joins The Allocators Playbook with an unusual answer: stop investing by the label. Just as a diet isn't really about meat, carbs and vegetables but about protein and vitamins, Jia argues portfolio construction should look past asset class labels to the economic exposures underneath — a lens that lets UBCIM spot a valuation gap between
Sampension CIO bets on RA, VC to hedge inflation era (opens the original)
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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,
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