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#11 - Fran Kinniry: Vanguard, Common Investor Oversights
#11 - Fran Kinniry: Vanguard, Common Investor Oversights

Episode 11

Fran Kinniry is Principal and Head of Vanguard Investment Advisory Research Center. Vanguard is one of the largest investment firms in the world with…

2 years, 6 months ago

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#10 - Rich Bernstein: Market Outlook, Investment Opportunities
#10 - Rich Bernstein: Market Outlook, Investment Opportunities

Episode 10

Rich Bernstein is the Founder, CEO and CIO of Richard Bernstein Advisors (RBA), a $15B manager that combines macroeconomic and quantitative analysis …

2 years, 6 months ago

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#9 - Wes Whitman: Real Estate Investing, Outlook
#9 - Wes Whitman: Real Estate Investing, Outlook

Episode 9

Wes Whitman is the Co-Founder of Whitman Peterson, a $2B opportunistic private real estate manager. Wes shares insights about the real estate landsca…

2 years, 6 months ago

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#8 - Rajiv Jain: Stocks, GQG, Adaptability
#8 - Rajiv Jain: Stocks, GQG, Adaptability

Episode 8

Rajiv Jain is the Founder, CIO, Chairman and Portfolio Manager of GQG, a $120B global equity firm that he launched in 2016. Rajiv shares insights abo…

2 years, 7 months ago

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#7 - Vineer Bhansali: Tail Risk, Investment Lessons
#7 - Vineer Bhansali: Tail Risk, Investment Lessons

Episode 7

Vineer Bhansali is the Founder and CIO of LongTail Alpha, which he launched after serving as a portfolio manager at PIMCO for 15 years. Vineer focuse…

2 years, 7 months ago

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#6 - Tony Cusano: Private Markets, Secondaries
#6 - Tony Cusano: Private Markets, Secondaries

Episode 6

Tony Cusano is the Co-Founder and Managing Partner of Banner Ridge, a $7B alternative asset manager that focuses on secondaries. Tony describes the p…

2 years, 7 months ago

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#5 - Brian Higgins: Risk, King Street, Outlook
#5 - Brian Higgins: Risk, King Street, Outlook

Episode 5

Brian Higgins is the Co-Founder, Managing Partner and Co-Portfolio Manager of King Street, a $25 billion global alternative asset manager. Brian offe…

2 years, 7 months ago

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#4 – Ben Reeves: Institutional vs. Retail Investors, Alternatives
#4 – Ben Reeves: Institutional vs. Retail Investors, Alternatives

Episode 4

Ben Reeves, the CIO at Wealthsimple, oversees one of Canada's fastest growing and most trusted consumer finance companies. Offering distinctive insig…

2 years, 7 months ago

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#3 – Bob Elliott: Portfolio Construction, Outlook
#3 – Bob Elliott: Portfolio Construction, Outlook

Episode 3

Bob Elliott serves as the CEO, CIO, and co-founder of Unlimited, a company that leverages the power of machine learning to produce low-cost index rep…

2 years, 8 months ago

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#2 Paul Podolsky: Markets, Geopolitics
#2 Paul Podolsky: Markets, Geopolitics

Episode 2

Paul Podolsky, a prolific writer and investor, founded Still Press Media and Kate Capital. With 15 years as Senior Portfolio Strategist at Bridgewate…

2 years, 8 months ago

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