Leda Braga – Systematica Investments (Manager Meetings, EP.10)
On today's manager meeting, Mario Therrien speaks with Leda Braga. Mario is a two-time past guest on the show and is the Head of Investment Funds and External Management at Caisse de dépôt et placemen...
9 Syys 202156min
Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)
Three years ago, Paul Black from WCM Investment Management joined me on the show for a very popular conversation. At the time, WCM managed $25 billion in global growth equities out of the limelight in...
6 Syys 202151min
[REPLAY] - Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
You may remember my popular first meeting from a few years ago with Paul Black of WCM, then a $25 billion asset manager in Laguna Beach, CA. Since then, WCM has gone up and to the right in every way, ...
6 Syys 202158min
[REPLAY] - Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
Paul Black is Co-CEO and portfolio manager at WCM Investment Management, a $26 billion manager of global equities that he joined when it was a $200 million boutique in 1989. With so much of the insti...
6 Syys 202155min
Jan Garfinkle – Arboretum Ventures (Manager Meetings, EP.09)
On today's show, Roz Hewsenian interviews Jan Garfinkle. Roz serves as the Chief Investment Officer of the Helmsley Charitable Trust, an $8 billion foundation dedicated to increasing access to health ...
2 Syys 20211h 10min
Jennifer Heller – Beginner's Mind with Professional Wisdom at Brandywine (Capital Allocators, EP.211)
Jennifer Heller is the President and Chief Investment Officer of Brandywine Group Advisors, Inc., a subsidiary of Brandywine Trust Group. Jenny manages $12 billion of 'family endowments' that are effe...
30 Elo 202144min
[REPLAY] - Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)
Jenny Heller is the President and Chief Investment Officer of Brandywine Trust Group. Brandywine formed 25 years ago to manage the capital for a small group of families that all share a long-term, mu...
30 Elo 202153min
Rick Rieder – BlackRock (Manager Meetings, EP.08)
On today's manager meeting, Tim McCusker speaks with Rick Rieder. Tim is the Chief Investment Officer at NEPC, one of the industry's largest independent investment consultants with over $1.3 trillion ...
26 Elo 202139min
