Podcast Episodes
Back to Search2023 Top Episode #5: Gregg Lemkau – The Evolution of MSD
We're counting down the top 5 episodes of 2023.
Kicking us off at number five, is Greg Lemkau, the evolution of MSD, episode 291. I can't say I'm su…
2 years ago
Gary Sernovitz - Inside the CIO Seat
Episode 357
Gary Sernovitz is Managing Director at Lime Rock Partners, an oil and gas-focused private equity firm that manages $10 billion, where he runs the fir…
2 years ago
Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI
Episode 356
Today's Sponsored Insight features, Thomas Haugaard, a portfolio manager on the Emerging Markets Debt Hard Currency team at Janus Henderson Investors…
2 years, 1 month ago
[REPLAY] Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson
Episode 274
On today's show we'll discuss another empty room – an opportunity ignored by most investors because they either don't want to or can't participate.
…
2 years, 1 month ago
[REPLAY] Daniel Graña – Janus Henderson Investors Emerging Markets Equity
Episode 13
Today's episode of Manager Meetings is our first sponsored show, with our friends at Janus Henderson Investors. I had the chance to speak with Daniel…
2 years, 1 month ago
Marcia Page – Corn Capitalist with a Velvet Hammer at Värde and MPowered
Episode 355
Marcia Page is the Co-Founder and Executive Chair of Värde Partners and Founder and CEO of MPowered Capital. Värde is a thirty-year-old $13 billion l…
2 years, 1 month ago
Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund
Episode 354
Nicolai Tangen is the CEO of Norges Bank Investment Management, where he oversees the $1.3 trillion Norwegian Sovereign Wealth Fund, the largest sove…
2 years, 1 month ago
Michael Levy – Crow Family Real Estate Empire
Episode 353
Michael Levy is the CEO of Crow Holdings, the family real estate empire initiated by Trammel Crow seventy-five years ago that today includes longstan…
2 years, 1 month ago
Ted Seides – Unlocking Investment Wisdom
Episode 352
Happy Thanksgiving to everyone. For a little turkey treat, today's show has me on the other side of the mike.
Sarah Samuels, the head of manager res…
2 years, 1 month ago
Chad Hutchinson – Professional Athlete to Professional Investor in Sports
Episode 351
Chad Hutchinson is a partner at Arctos Partners, a private equity firm best known as the leading minority owner of professional sports franchises. Ch…
2 years, 1 month ago