
#58 - Richard Orlando: Wealth Psychology & Legacy
Richard is the founder of Legacy Capitals and author of Legacy and Love Your Clients. He explores the human side of wealth and delves into family dynamics, generational challenges, and strategies for ...
18 Helmi 202554min

#57 - Jeff Gardner: Investment Philosophy, Outlook
Jeff spent nearly three decades at Bridgewater Associates, rising from research roles to Partner and Head of the Portfolio Strategist Group before departing at the end of 2023. He brings deep insights...
11 Helmi 20251h 11min

#56 - Adam Katz: Activist Investing Insights
Adam is the CIO of Irenic Capital Management, a hedge fund he co-founded after eight years at Elliott Management. In this podcast, he shares his perspective on activist investing, particularly in smal...
4 Helmi 202556min

#55 - Lawrence Golub: Private Credit Evolution
Lawrence is the Founder and CEO of Golub Capital, a leading alternative investment manager specializing in private credit and direct lending, that he launched in 1994. In this podcast, Lawrence shares...
28 Tammi 202550min

#54 - Cliff Asness: Quant Investing, Market Inefficiency
Cliff is a Founder, Managing Principal and CIO at AQR Capital Management. As a pioneering quantitative investor, he provides listeners with a unique blend of academic rigor and practical wisdom about ...
21 Tammi 20251h 21min

#53 - Andrew Rubinstein: Healthcare Industry, Biotech Investing
Andrew is co-founder of Oberland Capital, a healthcare investment manager with $3.5 billion in assets (as of 11/30/24). In this episode, he shares valuable insights into the challenges and opportuniti...
14 Tammi 202543min

#52 - David Chene: Non-Sponsor Backed Private Credit
David is the co-founder and co-portfolio manager of Kennedy Lewis, an alternative investment firm specializing in credit strategies with over $17 billion in AUM (as of 11/13/24). David shares valuable...
7 Tammi 20251h 4min

#51 - Alex Shahidi: Top 10 Insights of 2024 (Part 2)
As we wrap up 2024, I'm excited to highlight the top 10 insights from this year's episodes, ranked from 10 to 1. These insights are presented in two parts: insights 10 through 6 were released last wee...
17 Joulu 202446min




















