#113 - Young Lee & Asheesh Gupta: Audax AI Value Creation
Young is Co‑President at Audax Private Equity, and Asheesh is a Managing Director overseeing the firm’s Strategic Resources Group and Portfolio Support team at Audax, a leading middle market PE platfo...
10 Maalis 1h 3min
#112 - Carl Kaufman: Public Credit Risk Discipline
Carl is Co‑President and Co‑CEO of Osterweis Capital Management, a boutique investment firm founded in 1983 with approximately $8 billion in AUM (as of 12/31/25). We discuss public credit through an a...
3 Maalis 44min
#111: Jack Sommers: Culture, Principles, Focus, Always
Jack is the Co‑Founder and Executive Chair of Income Research + Management (IR+M), a specialist fixed income firm managing approximately $131B (as of 12/31/25). We cover his father‑son origin, first‑p...
24 Helmi 39min
#110 - Leland Clemons: Bond ETF Innovation
Leland, founder and CEO of BondBloxx—a fixed‑income‑only ETF issuer managing $7 billion (as of 12/31/25)—joins the show to discuss the evolution and future of bond ETFs. We explore how the ETF ecosyst...
17 Helmi 47min
#109 - Josh Jones: The Three Circle Playbook
Josh helps lead Boston Partners’ international and global long/short strategies at a firm managing $125 billion (as of 9/30/25). We talk about his data‑driven filtering process, persistent market anom...
10 Helmi 1h 2min
#108 - David Wright: Quant Investing & AI Explained
With over two centuries of experience and $926B in assets (as of 9/30/25), Pictet Asset Management has a deep foundation in disciplined investing, and David, its Head of Quantitative Investments, expl...
3 Helmi 51min
#107 - Jenny Johnson: Innovating at Trillion‑Dollar Scale
As CEO of Franklin Templeton ($1.6 trillion as of 9/30/25), Jenny offers a rare inside look at steering a legacy firm through rapid change and technological transformation. We discuss how she balances...
27 Tammi 54min
#106 - Ross Glotzbach: Long‑Term Concentrated Engaged Value
Ross is the CEO and Head of Research at Southeastern Asset Management, a firm with a 50‑year record of long‑term, concentrated value investing. In this episode, he breaks down how true multi‑year inve...
20 Tammi 55min
