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Steven Romick: Value, Quality, and Adaptability
Episode 91
Steven is Co-Managing Partner of First Pacific Advisors and long-time steward of the FPA Crescent Fund’s flexible, risk-aware approach, with FPA mana…
11 months, 2 weeks ago
Adam Blitz: The Hedge Fund Playbook
Episode 90
Adam is CEO and CIO of Evanston Capital Management, overseeing $4.3 billion as of August 2025. Adam shares actionable insights on manager selection, …
11 months, 3 weeks ago
Brock Sutton: Adapting to the AI Era
Episode 89
Brock is Head of Emerging Client Capabilities at Capital Group. In this conversation, he explores the transformative impact of AI, demystifies AI’s r…
11 months, 4 weeks ago
Bruno del Ama: Leadership, Spirituality, Growth, Fulfillment
Episode 88
Bruno is a pioneering entrepreneur and co-founder of Global X and Sangha. In this episode, he shares his unique journey from launching a multibillion…
1 year ago
Eduardo Repetto: Financial Science Meets Portfolio Innovation
Episode 87
Eduardo is CIO of Avantis Investors, which manages over $75 billion in assets (as of 6/30/25). In this episode, Eduardo shares lessons learned from h…
1 year ago
Jason Thomas: Inflation, AI Economics, Tariffs, Private Markets
Episode 86
Jason, Head of Global Research and Investment Strategy at Carlyle ($465B AUM as of 6/30/25), discusses the challenges of persistent inflation and gov…
1 year ago
#85 - Darell Krasnoff: Wealth Management Evolution, Leadership
Episode 85
Darell, managing partner at Evoke Advisors, co-founder of Bel Air Investment Advisors, and ex-Goldman Sachs Partner and manager of their Los Angeles …
1 year ago
#84 - Carl Ross: EM Debt, Global Shifts, Opportunities
Episode 84
Dr. Carl Ross, partner and lead researcher for Emerging Country Debt at GMO, brings decades of expertise in sovereign credit across emerging markets.…
1 year, 1 month ago
Yie-Hsin Hung: Leadership, Innovation, Adaptability
Episode 83
Yie-Hsin, President and CEO of State Street Investment Management, shares her journey from engineering to leading one of the world’s largest asset ma…
1 year, 1 month ago
Tony Davidow: Alternatives, Education, Bridging Investor Gaps
Episode 82
Tony is a senior alternatives investment strategist at Franklin Templeton, which manages $1.6T in assets (as of 6/30/25). Tony shares his journey acr…
1 year, 1 month ago