Profile 9 min read

Lessons from Tim McCusker

Tim McCusker, President and incoming CEO of NEPC, advises endowments, foundations, and pension funds on asset allocation; his practical frameworks clarify manager selection, portfolio construction across changing markets, and the pressures of industry consolidation.
Profile 9 min read

Lessons from Raphael Arndt

Raphael Arndt, CEO of Australia’s Future Fund, argues that the standard 60/40 portfolio is dead in a fragmented economy, prioritizing whole-portfolio resilience over simple market exposure amid persistent inflation and geopolitical friction.
Profile 9 min read

Lessons from Mario Therrien

Mario Therrien, Head of Investment Funds and External Management at CDPQ, explains how large institutions evaluate and structure long-term manager partnerships, emphasizing operational due diligence and the value of external funds as sources of internal knowledge.
Profile 7 min read

Lessons from Chris Douvos

Chris Douvos, founder of Ahoy Capital and a veteran limited partner, argues that “size is the enemy of performance,” pairing early support for micro-VCs with OpenLP transparency and clear principles for fund construction and venture returns.
Profile 6 min read

Lessons from Andrew Golden

Andrew Golden led PRINCO for nearly three decades, building an investment culture around “undertapped pools of talent” and deep external-manager partnerships; his methods illuminate manager selection, institutional discipline, and the behavioral realities of capital allocation.
Profile 8 min read

Lessons from Marko Papic

Marko Papic, geopolitical strategist and author of Geopolitical Alpha, offers investors a way to analyze politics through material constraints on government action, shifting attention from politicians’ stated desires and ideology to what nations can practically achieve.
Profile 8 min read

Lessons from Louis-Vincent Gave

Louis-Vincent Gave, co-founder and CEO of Gavekal Research, studies structural economic shifts, from the traditional 60/40 portfolio’s failure to China’s move into high-value manufacturing, framing inflation, geopolitics, and asset allocation in a fragmented global economy.
Profile 10 min read

Lessons from Ashby Monk

Ashby Monk, a Stanford University researcher, examines why pension and sovereign wealth funds struggle to innovate, advocating the Total Portfolio Approach to modernize governance, lower fees, harness data, and improve long-term outcomes.

Choose your reading rhythm.

Start with a weekly briefing, add daily notes, or hear only when a durable essay or research update is ready.
You've successfully subscribed to Antoine Buteau
You've successfully subscribed to Antoine Buteau
Welcome back! You've successfully signed in.
Press ESC to close.