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Jason Schwarz: Scaling Institutional Private Markets
Episode 131
Jason is CEO of Wilshire, overseeing roughly $1.76 trillion in assets under advisement and $176 billion in AUM, and has spent more than two decades h…
2 months, 1 week ago
Bihua Chen: Inside Biotech Investing
Episode 130
Bihua, CEO and PM of Cormorant Asset Management ($2.5B AUM), explains how she evaluates science, risk, and opportunity across both public and private…
2 months, 2 weeks ago
Cathy Marcus: Real Estate Reset
Episode 129
Cathy, Co-Head and Global COO of Real Estate at PGIM, joins us to discuss navigating a $217B real estate platform within a $1.4T firm (as of 12/31/25…
2 months, 3 weeks ago
Sarah Ketterer: Temporary Setbacks, Durable Businesses
Episode 128
Sarah is co‑founder, CEO, and portfolio manager at Causeway Capital Management, which she helped launch in 2001 and now manages approximately $68B in…
2 months, 4 weeks ago
Brian D'Arcy: Institutional Sports Investing
Episode 127
Brian is a Partner at Sixth Street, a global investment firm managing over $130 billion in assets as of year‑end 2025. He breaks down how Sixth Stree…
3 months ago
Greg Bond: Alpha at Scale, AI for Collaboration
Episode 126
Greg is CIO at Man Group, Head of the Americas, and lead PM for the firm’s flagship multi‑strategy fund, overseeing $228B in AUM (as of 3/31/26). He …
3 months, 1 week ago
Paul Desmarais III: Right to Win, Built to Last
Episode 125
Paul is the co-founder, Chairman, and CEO of Sagard, a global alternative asset manager with $45B AUM (as of year-end 2025), and a builder behind pla…
3 months, 2 weeks ago
Robert Smith: Enterprise Software, AI, Agentic Execution
Episode 124
Robert is Founder, Chairman, and CEO of Vista Equity Partners, which manages $107 billion in assets as of year‑end 2025, and a TIME 100 honoree—TIME …
3 months, 3 weeks ago
Chris Davis: Stewardship, Patience, Value Investing
Episode 123
Chris is Chairman and Portfolio Manager at Davis Advisors, an independent, employee‑owned investment firm managing $30B as of March 2026, and serves …
4 months ago
Doug Merritt: Cybersecurity Risk in the AI Era
Episode 122
Doug is Chairman, CEO, and President of Aviatrix, which helps companies safely connect and manage their cloud systems, and former CEO of Splunk, whic…
4 months, 1 week ago