Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
Frank Danieli is Head of Global Credit Solutions at MA Financial Group, an ASX-listed alternative asset manager that oversees A$15 billion ($10 billion) across a broad range of private credit and lend...
16 Heinä 52min
Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
Baroness Dambisa Moyo is a global economist, author, board member, and investor who sits at the intersection of public policy, corporate governance, and capital allocation. Dambisa serves in the U.K. ...
13 Heinä 54min
WTT: 5.5 Lessons at 55.5
This WTT, 5.5 Lessons at 55.5 reflects on what five-and-a-half decades of investing, podcasting, and mistakes have taught me about people, markets, and myself. Read Ted's blog here. Editing and po...
10 Heinä 8min
Moat Investing Nuances – Pat Dorsey (EP.509)
Pat Dorsey is the Founder of Dorsey Asset Management, a $1.7 billion global public equity manager focused on companies with competitive advantages and long investment runways. Pat created Morningstar'...
6 Heinä 1h 7min
Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508)
Our first guest on the Senior Decision Makers mini-series is Nick Csicsko. Nick is a Managing Director at the Trinity Wall Street endowment, where he joined CIO Meredith Jenkins at the founding of the...
29 Kesä 58min
Homegrown CIO at Williams College - Abigail Wattley (EP.507)
Abigail Wattley is the Chief Investment Officer of Williams College, where she oversees the school's $4.5 billion endowment. She became CIO three years ago upon the retirement of Collette Chilton, who...
22 Kesä 47min
[REPLAY] Collette Chilton – Humility and Loyalty at Williams College (EP.174)
Collette Chilton is the CIO of Williams College where she has overseen its $3 billion since 2006. Collette is nothing short of a legend in the business. She has sat in a CIO seat since the early 1990s...
22 Kesä 53min
WTT: AI: Fundamentals, Valuation, and the Next Allocator Dilemma
This WTT, AI: Fundamentals, Valuation, and the Next Allocator Dilemma takes on a high-level assessment of AI companies as late-stage private winners prepare to go public, and the next big challenge al...
17 Kesä 8min
