Matthew Benkendorf on Managing Equities

Matthew Benkendorf on Managing Equities

Bloomberg Opinion columnist Barry Ritholtz interviews Matthew Benkendorf, CIO of Vontobel’s Quality Growth boutique, which manages about $35 billion.

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Episoder(743)

Darren Palmer on the EV Revolution (Podcast)

Darren Palmer on the EV Revolution (Podcast)

Bloomberg Opinion columnist Barry Ritholtz speaks with Darren Palmer, who was recently named Ford Motor Co.'s vice president for electric vehicle programs. Palmer was previously Ford's head of battery...

18 Mar 20221h 36min

Michelle Seitz on Alternative Investments (Podcast)

Michelle Seitz on Alternative Investments (Podcast)

Bloomberg Opinion columnist Barry Ritholtz speaks with Michelle Seitz, chairman and CEO of Russell Investments Group LLC, a global investment solutions firm with $331.5 billion in assets under managem...

11 Mar 20221h 32min

David R. Kotok on Fed Studies of Pandemic Shocks (Podcast)

David R. Kotok on Fed Studies of Pandemic Shocks (Podcast)

Bloomberg Opinion columnist Barry Ritholtz speaks with David R. Kotok, who is co-founder, chairman and chief investment officer of Cumberland Advisors, which has $4 billion in assets under management....

4 Mar 20221h 24min

Sebastian Mallaby on How Venture Capital Made Silicon Valley

Sebastian Mallaby on How Venture Capital Made Silicon Valley

Bloomberg Opinion columnist Barry Ritholtz speaks with journalist Sebastian Mallaby about his new book, “The Power Law: Venture Capital and the Making of the New Future.” Mallaby, a two-time Pulitzer ...

25 Feb 20221h 23min

Samantha McLemore on Longevity Risk Management

Samantha McLemore on Longevity Risk Management

Bloomberg Opinion columnist Barry Ritholtz speaks with Samantha McLemore of Miller Value Partners, which has some $3.1 billion in assets under management. McLemore has worked alongside Miller Value Pa...

18 Feb 20221h 11min

James Anderson on Why Fund Management Is 'Broken' (Podcast)

James Anderson on Why Fund Management Is 'Broken' (Podcast)

Bloomberg Opinion columnist Barry Ritholtz speaks with James Anderson, a longtime partner at Edingburgh-based Baillie Gifford & Co. and joint manager of Scottish Mortgage Investment Trust PLC, who wil...

11 Feb 20221h 40min

Rebecca Patterson on Global Macro Investing (Podcast)

Rebecca Patterson on Global Macro Investing (Podcast)

Bloomberg Opinion columnist Barry Ritholtz speaks with Rebecca Patterson, who serves as director of investment research at the world's largest hedge fund, Bridgewater Associates. In addition to shapin...

4 Feb 20221h 21min

David Conrod on Successor Funds and Growth Equity (Podcast)

David Conrod on Successor Funds and Growth Equity (Podcast)

Bloomberg Opinion columnist Barry Ritholtz speaks with David Conrod, who is co-founder and chief executive officer of FocusPoint Private Capital Group. Prior to co-founding FocusPoint — which raises c...

28 Jan 20221h 5min

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