Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)
Lauren Hochfelder is Head of Global Real Assets at Morgan Stanley, where she oversees a team of 300 investment professionals across 13 countries, managing $80 billion across real estate, infrastructur...
30 Jul 44min
Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)
Michelle Knudsen is Chief Investment Officer of NYU, where she oversees the university's $8 billion endowment. Michelle joined NYU two years ago, after fourteen years as an allocator at Partners Capit...
27 Jul 1h 10min
Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)
Our next guest on the Senior Decision Makers series is Luis Laboy, Director of Public Equity at the Hewlett Foundation, where he's spent the last decade running the public equity book alongside CIO An...
20 Jul 47min
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 Jul 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 Jul 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 Jul 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 Jul 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 Jun 58min
