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Matt McLennan: Resilient Wealth Creation, Patience, Gold
Episode 121
Matt is Head of Global Value and a PM at First Eagle Investments, a firm with $176B in AUM as of year‑end 2025, known for its long history and discip…
4 months, 2 weeks ago
Michael Nierenberg: Rithm’s Evolution Beyond a REIT
Episode 120
Michael is CEO of Rithm Capital, a global asset management platform with approximately $63 billion in AUM and over $110 billion in investable assets …
4 months, 3 weeks ago
David Eichhorn: Client‑Focused Solutions at Scale
Episode 119
David is CEO and Head of Investment Strategies at NISA Investment Advisors, an institutional asset manager overseeing approximately $470 billion in a…
5 months ago
Jon Hirtle: The True OCIO Playbook
Episode 118
Jon is Executive Chairman and co‑founder of Hirtle Callaghan, a pioneering OCIO firm overseeing approximately $26 billion in assets as of the end of …
5 months, 1 week ago
Rod Wong: Biotech Innovation, Real Outcomes
Episode 117
Rod is Founder and CIO of RTW Investments, a life sciences investment and innovation firm focused on building and backing companies that aim to trans…
5 months, 2 weeks ago
Kevin Carter: EM Internet Opportunities & Risks
Episode 116
Kevin is the Founder and CIO of EMQQ Global, a specialist investment firm focused on emerging markets internet and digital consumer companies, and cr…
5 months, 3 weeks ago
Dr. Szymanski: Building Healthspan with Medicine 3.0
Episode 115
We take a brief detour from our usual investment‑focused conversations to welcome Dr. Jared Szymanski, a leading physician in preventative and precis…
5 months, 4 weeks ago
Michael Gross: Private Credit Crowding, Complexity Alpha
Episode 114
Michael is Co‑Founder of SLR Capital Partners, a private credit firm advising on $13B of total available capital (as of 9/30/25), and a pioneer of mo…
6 months ago
Young Lee & Asheesh Gupta: Audax AI Value Creation
Episode 113
Young is Co‑President at Audax Private Equity, and Asheesh is a Managing Director overseeing the firm’s Strategic Resources Group and Portfolio Suppo…
6 months, 1 week ago
Carl Kaufman: Public Credit Risk Discipline
Episode 112
Carl is Co‑President and Co‑CEO of Osterweis Capital Management, a boutique investment firm founded in 1983 with approximately $8 billion in AUM (as …
6 months, 2 weeks ago