Podcast Episodes
Back to SearchSanjay Ayer – Think Different and Get Better at WCM
Episode 366
Sanjay Ayer is a portfolio manager at WCM Investment Management, the Laguna-based $80 billion equity manager profiled on three popular past episodes …
2 years, 3 months ago
[REPLAY] Paul Black and Mike Trigg – How to Build a $100B Money Manager
Paul Black and Mike Trigg from WCM Investment Management are both past guests on the show who have taken an investment philosophy focused on culture …
2 years, 3 months ago
[REPLAY] - Mike Trigg – Defying the Fade at WCM
You may remember my popular first meeting from a few years ago with Paul Black of WCM, then a $25 billion asset manager in Laguna Beach, CA. Since th…
2 years, 3 months ago
[REPLAY] Paul Black - Gratitude, Fun, and Growth Stocks
Paul Black is Co-CEO and portfolio manager at WCM Investment Management, a $26 billion manager of global equities that he joined when it was a $200 m…
2 years, 3 months ago
Raphael Arndt – The Death of Traditional Portfolio Construction? (EP.365)
Episode 365
Raphael Arndt is the CEO of the Future Fund, Australia's 200 billion AUZ ($135B) sovereign wealth fund that his team manages alongside 55 billion AUZ…
2 years, 3 months ago
[REPLAY] Raphael Arndt – Australia's Sovereign Wealth Fund CIO
Raff Arndt is the Chief Investment Officer of Australia's AUZ$145 billion Sovereign Wealth Fund, the Future Fund. He trained as an engineer and dove…
2 years, 3 months ago
Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital
Episode 364
Today's Sponsored Insight features Chad Summe and Mike Veith, Partners at eGateway Capital, a Cincinnati based, thesis-driven firm that focuses on gr…
2 years, 4 months ago
Tilly Franklin – Endowment Model at Cambridge University
Episode 363
Tilly Franklin is the CEO and Chief Investment Officer at University of Cambridge Investment Management, where she oversees the £4.0B Cambridge Unive…
2 years, 4 months ago
George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone
Episode 362
George Michelakis is the Chief Investment Officer of Gladstone Management, a $2 billion long/short equity hedge fund based in London. George founded …
2 years, 4 months ago
WTT: The Next Alpha Frontier
How will we generate returns to meet important spending needs in an increasingly unforgiving world?
One answer is "Internal Alpha' – making fewer mis…
2 years, 4 months ago