Today's guest is Jim Tananbaum of Foresite Capital. One of the most exciting places AI is revolutionizing is drug discovery, so I was very excited to have Jim on today. Jim Tananbau...
Today's guest is Mark Gerson of 3i Members. Mark is a remarkable entrepreneur, philanthropist, and master at creating networks. He is most well known for founding Gerson Lehrman Gro...
David Salem has had a remarkable career. He did his undergrad at Middlebury, went to Harvard Business School where he sat next to Seth Klarman, then went to work with Jeremy Grantham...
Jennifer Prosek has built a powerhouse communications firm by focusing on asset management. She asked herself, "Why does the financial industry not care about its brand, and why are...
Zoe Cruz is a prominent figure in the financial services industry, known for her significant contributions and groundbreaking achievements as one of the highest-ranking women on Wall...
Michael Weisz has a real knack for finding unconventional opportunities and a strong entrepreneurial spirit. He cut his teeth in real estate, but quickly found his nuanced understan...
Today's guest is Ted Seides from Capital Allocators podcast. I first did a print interview with Ted exactly seven years ago, when he had just completed his first book So You Want to...
Greg Fleming is the President and Chief Executive Officer of Rockefeller Capital Management, a role he has held since the firm, formerly known as Rockefeller & Co., launched in March...
Ken Kencel is the President & CEO of Churchill Asset Management, a $50 billion dollar platform serving over 700 institutional clients. He shared valuable insights on the growing pri...
Jason Schwarz is Deputy Chief Executive Officer and President at Wilshire, which currently manages over $100 billion in assets and advises on $1.3 trillion. Jason was raised in a le...
Anthony Scaramucci, is the founder and managing partner of Skybridge Capital and the SALT Conference. We had a wide ranging and candid conversation about his new book, his path from...
Carin-Isabel Knoop is the founder and executive director of the Harvard Business School Research and Case Writing Division. This conversation was spurred by two things, one that I f...
Scott Sperling is the Co-CEO of Thomas H. Lee Partners. We had an excellent conversation about his time at Harvard Management Company under legendary figures like Walter Cabot and J...
Michael Tiedemann is a founding partner and chief executive officer of AlTi Tiedemann Global, a publicly traded $70 billion investment firm. He is also a member of the firm's board o...
Alex Chaloff is the CIO of Bernstein Private Wealth Management. We had a great conversation talking about his personal litmus test for a manager, what to do with lagging funds, the a...
Today we have Mark Hurley, who recently co-authored a white paper called Welcome to the Jungle: The Next Phase of the Evolution of the Wealth Management Industry. Mark has written se...
Steffen Pauls is a serial entrepreneur with a long background in the private equity industry. His career started at BCG; he started and sold a fintech company during the dot com era...
Casey Whalen has had a remarkable investing career starting at the Yale investments office, then Rockefeller University, the CIO of the New York Public Library, running three billion...
Today we are speaking to Ryan Eisenman, co-founder and CEO of Arch, a leading fintech startup that is a digital administrator for private investments. I thought it would be great t...
Today we have Jon Hirtle, founder and executive chairman of Hirtle, Callaghan & Co, a $20 billion OCIO firm. I was especially interested to talk to Jon because he is a real process...
AI for Portfolio Insight Jan Szilagyi is the CEO and co-founder of Toggle AI, a generative AI startup that uses machine learning to turn institutional-grade data into insights for in...
Stan Miranda is the Co-Founder and Chairman of Partners Capital, a global OCIO with $50 billion under management. Stan was previously a longtime director at Bain and chairman of the...
Paul Edelman is a psychologist who has worked with some of the world's most successful hedge fund managers. Today we take a deep dive into how psychological techniques can be used t...
Rebecca Patterson was most recently Chief Investment Strategist at Bridgewater Associates where she was on the Executive Committee and was a frequent author of Bridgewater's Daily Ob...
Mark Anson, CEO and CIO of Commonfund, is in a unique position to compare and contrast the different investment styles of pension funds, endowments, family offices, and traditional a...
Today we are speaking to Logan Allin, founder and managing partner of FinVC, a global fintech firm investing in B2B SaaS companies with over $1 billion in assets under management. P...
Michael Sidgmore is a co-founder and partner at Broadhaven Ventures, which is part of Broadhaven Capital Partners. Michael is a leading expert in the alternatives going mainstream m...
We are speaking today with Chris Miller, the author of the international best selling Chip War: The Fight for the World's Most Critical Technology. We talk about the worse case sc...
Our guest today is Mark Machin, CEO and co-founder of Opto Investments, a technology platform that provides independent investment advisors access to private markets. Mark was previo...
Today we have Gautam Mukunda, head of research for Rose Park Advisors, a venture firm in Boston. Gautam is a leadership expert who studied economics at Harvard and has a Ph.D. in po...