Podcast Episodes
Back to SearchThomas Russo – Buy and Hold...and Then What
Episode 16
Tom Russo is the Managing Member of Gardner Russo & Gardner, where he manages $11 billion in a long only, global value strategy. Tom buys the stock o…
8 years, 10 months ago
Reflections – Hardly a Waste of Time
Episode 15
A few months ago an idea came to me to share some conversations with great capital allocators that I've been fortunate to know from my time in the b…
8 years, 10 months ago
Chris Douvos – Venture Capital's Super LP
Episode 14
Chris Douvos is Managing Director at Venture Investment Associates, a fund that invests $1B in commitments to venture capital funds. Chris is respons…
8 years, 10 months ago
Andrew Golden – Beyond the Long Term
Episode 13
Andy Golden is the President of Princeton University's Investment Management Company (PRINCO). Having grown from $3B at the time of his arrival in 1…
8 years, 10 months ago
Mario Therrien – The Canadian Pension Model
Episode 12
Mario Therrien is Senior Vice President of External Portfolio Management at Canadian asset manager Caisse de dépôt et placement du Québec (CDP). CDP …
8 years, 11 months ago
Larry Kochard – Endowment Professor
Episode 11
Larry Kochard is the CEO and CIO of the University of Virginia Investment Management Company (UVIMCO), where he provides leadership, connectivity to …
8 years, 11 months ago
David "Bull" Gurfein - Interdisciplinary Lessons from the Marines
Episode 10
David Gurfein is a decorated Marine Corps Combat veteran whose nickname "Bull" fits the bill. Enlisting at age 17, Bull drove tanks and was an honor …
8 years, 11 months ago
Jeffrey Solomon – Vision, Tenacity, and Empathy
Episode 9
Jeffrey Solomon is the President of publicly listed Cowen Group (TK: COWN), a financial services company focused on supporting and providing active m…
8 years, 11 months ago
Charley Ellis – Multiple Ways to Win
Episode 8
Charley Ellis is one of the most highly regarded experts in the investment business. After spending nearly a decade as an equity research analyst in…
9 years ago
Jennifer Heller – Thinking it Through
Episode 7
Jenny Heller is the President and Chief Investment Officer of Brandywine Trust Group. Brandywine formed 25 years ago to manage the capital for a sma…
9 years ago