Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
Sanjay Ayer is a portfolio manager at WCM Investment Management, the Laguna-based $80 billion equity manager profiled on three popular past episodes with CEO Paul Black, President Mike Trigg, and emer...
5 Feb 20241h 3min
[REPLAY] Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)
Paul Black and Mike Trigg from WCM Investment Management are both past guests on the show who have taken an investment philosophy focused on culture and moat trajectory to turn a once struggling bouti...
5 Feb 20241h 4min
[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, ...
5 Feb 202453min
[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...
5 Feb 202455min
Raphael Arndt – The Death of Traditional Portfolio Construction? (EP.365)
Raphael Arndt is the CEO of the Future Fund, Australia's 200 billion AUZ ($135B) sovereign wealth fund that his team manages alongside 55 billion AUZ of other sovereign pools of capital. Raphael assum...
29 Jan 202448min
[REPLAY] Raphael Arndt – Australia's Sovereign Wealth Fund CIO (EP.70)
Raff Arndt is the Chief Investment Officer of Australia's AUZ$145 billion Sovereign Wealth Fund, the Future Fund. He trained as an engineer and dove into infrastructure policy at the beginning of Aus...
29 Jan 20241h 25min
Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364)
Today's Sponsored Insight features Chad Summe and Mike Veith, Partners at eGateway Capital, a Cincinnati based, thesis-driven firm that focuses on growth stage, enablement technologies that drive the ...
25 Jan 202451min
Tilly Franklin – Endowment Model at Cambridge University (EP.363)
Tilly Franklin is the CEO and Chief Investment Officer at University of Cambridge Investment Management, where she oversees the £4.0B Cambridge University Endowment Fund. UCIM applies an endowment mod...
22 Jan 20241h 8min
