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#31 - Dan Ivascyn: Fixed Income, Market Outlook
Episode 31
Dan is Group CIO of PIMCO, one of the world’s largest asset managers ($1.8 trillion as of 6/30/24). Dan is also the lead portfolio manager of the PIM…
2 years, 1 month ago
#30 - Meb Faber: Industry Insights, Investment Framework
Episode 30
Meb is Co-Founder, CEO and CIO of Cambria Investment Management, which manages about $2.5B (as of 6/30/24). He also started a podcast 8 years ago cal…
2 years, 1 month ago
#29 - Karen Karniol-Tambour: Market Outlook, Portfolio Construction
Episode 29
Karen Karniol-Tambour is Co-CIO at Bridgewater Associates, which is one of the world’s largest hedge funds. Drawing from her 18-year career at the fi…
2 years, 2 months ago
#28 - Michael Kim, Kelli Fontaine: Seed Investing, Small Funds
Episode 28
Michael is the Founder of Cendana Capital, a San Francisco-based firm that invests in very early-stage venture capital funds globally. Kelli Fontaine…
2 years, 2 months ago
#27 - Jacob Ziemann: AI Explained
Episode 27
Jacob is a Partner and Portfolio Manager at Glynn Capital Management, which invests in private and public technology growth companies. The firm was f…
2 years, 2 months ago
#26 - Rob Arnott: Quant Investing, Asset Class Outlook
Episode 26
Rob is Founder and Chairman of Research Affiliates ($147B in assets as of 3/31/24), which he launched in 2002. Rob shares insights into quant investi…
2 years, 2 months ago
#25 - Stephen Nesbitt: Cliffwater, Private Debt
Episode 25
Steve is the Co-Founder and CEO of Cliffwater, a $78B investment advisory firm specializing in alternative investments. He also manages two private d…
2 years, 3 months ago
#24 - Martín Escobari: GA, Entrepreneurship, Growth Equity
Episode 24
Martín Escobari is Co-President, Head of Global Growth Equity and Chairman of the Investment Committee at General Atlantic. GA is a leading growth eq…
2 years, 3 months ago
#23 - Melissa Ma: China, India, PE
Episode 23
Melissa is the Co-Founder and Managing Partner of Asia Alternatives, which manages over $15B and focuses on private equity in Asia. Melissa shares in…
2 years, 3 months ago
#22 - Jim Lippman, Bobby Lee, Danny Lippman: JRK, Multifamily and Hotels
Episode 22
Jim (Founder and Chairman), Bobby (CEO), and Danny (President) of JRK discuss multifamily and hotel investing. JRK has owned and operated over $9 bil…
2 years, 3 months ago