AI and the Investment Edge: Enhancement, Replacement, or Reinvention?
It is already changing how firms conduct research, construct portfolios, manage risk, and make investment decisions. In this special compilation episode, we bring together three perspectives from acro...
20 Elo 56min
A New Era: Richard Oldfield on the Future of Schroders and the Asset Management Industry
Most CEOs take years to make their mark. But after three decades dissecting and helping other people’s businesses at PwC, our guest today spent just two years inside Schroders before deciding it was ...
6 Elo 45min
The Golden Age of Absolute Returns? With Davidson Kempner’s Managing Partner and CIO, Tony Yoseloff
In the world of global credit and event-driven investing, there are few firms that have been both quietly competitive, whilst simultaneously successful and long-standing. Founded over 40 years ago, D...
23 Heinä 54min
What Do You Call an Institution That Can Play Anywhere in the Capital Stack? With Sixth Street’s Co-CIO & Co-President Julian Salisbury
In a world where investment classification rules supreme, Sixth Street believes that its flexible architecture, approach, and culture make the firm different. Sixth Street, founded in 2009, manages ...
9 Heinä 52min
What Does It Take to Run One of the World’s Most Powerful Law Firms? With Alan Mason, Global Managing Partner, Freshfields
For the first time in our 6-year existence, the MMP wanted to dive into this somewhat opaque world, in line with our mission to de-mystify areas of business and finance vital to us all.Alan discusses ...
11 Kesä 53min
“The Craft of Active Equity Ownership.” The Cevian Approach to Activism, with Managing Partner & Co-Founder, Lars Förberg.
“Activism” might be one of the less helpful terms in modern investing, a label that conjures everything from boardroom bust-ups, to terse exchanges between disgruntled shareholders and incumbent manag...
28 Touko 57min
Is the 60/40 Portfolio Still Fit for Purpose? State Street Investment Management’s CEO, Yie Hsin Hung, Discusses Flows, Valuations, EM, Private Equity Returns and Tokenisation, the Next Investment Frontier
We were surprised, when researching for this interview, to learn that State Street Investment Management are the fourth largest asset manager globally, with circa $6 Trillion of assets. Size confers b...
14 Touko 39min
