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#41 - Roy Leckie: Walter Scott, Long-Term Investing
Episode 41
Roy is Executive Director and Co-Chair of the Investment Management Committee at Walter Scott, a Scotland-based firm managing $100B in assets (as of …
1 year, 11 months ago
#40 – Doug Kiersey: Logistics Properties, Dermody
Episode 40
Doug is the CEO and President of Dermody Properties, a firm that has developed and acquired $8B in industrial logistics assets (as of 6/30/24) since …
1 year, 11 months ago
#39 - Michael Green: The Bitcoin Bear Case
Episode 39
Last month, we examined the bull case for Bitcoin. In today's episode, we hear the counterargument from Mike Green, Chief Strategist and Portfolio Ma…
1 year, 11 months ago
#38 - Sophie Bakalar: For-Profit & For-Good
Episode 38
Sophie is a partner at Collaborative Fund, a New York-based venture capital firm that invests in companies operating at the intersection of for-profi…
2 years ago
#37 - Jeff Krasnoff: Private Real Estate Investing
Episode 37
Jeff is the Founder and CEO of Rialto Capital Management, a firm that oversees $21B in commercial real estate assets as of 6/30/24. With his extensiv…
2 years ago
#36 - Tom Keck: Private Markets Overview & Outlook
Episode 36
Tom is co-founder and head of research and portfolio management at StepStone, which manages over $150B and focuses on private markets. Tom shares an …
2 years ago
#35 - Ted Seides: Industry Insights, Portfolio Construction
Episode 35
Ted is a podcaster and investment industry expert. He started his career working with David Swensen at the Yale Endowment and has spent the past 30+ …
2 years ago
#34 - Jeffrey Sherman: Fixed Income, Market Outlook
Episode 34
Jeffrey is Deputy CIO of DoubleLine Capital, which manages over $90B (as of 6/30/24). Jeffrey provides excellent insights into the big economic pictu…
2 years, 1 month ago
#33 - Matt Hougan: Bitcoin History & Outlook
Episode 33
Matt is the CIO of Bitwise Asset Management, which pioneered the first crypto index fund in the world. Prior to Bitwise, Matt was the CEO of ETF.com.…
2 years, 1 month ago
#32 - George Milling-Stanley: Gold History & Outlook
Episode 32
George is the Chief Gold Strategist at State Street Global Advisors. Prior to his decade at State Street, he spent 15 years at the World Gold Council…
2 years, 1 month ago