#129 - Cathy Marcus: Real Estate Reset
Cathy, Co-Head and Global COO of Real Estate at PGIM, joins us to discuss navigating a $217B real estate platform within a $1.4T firm (as of 12/31/25) and what decades across multiple cycles have taug...
30 Jun 54min
#128 - Sarah Ketterer: Temporary Setbacks, Durable Businesses
Sarah is co‑founder, CEO, and portfolio manager at Causeway Capital Management, which she helped launch in 2001 and now manages approximately $68B in assets (as of 3/31/26). She explains how she inves...
23 Jun 57min
#127 - Brian D'Arcy: Institutional Sports Investing
Brian is a Partner at Sixth Street, a global investment firm managing over $130 billion in assets as of year‑end 2025. He breaks down how Sixth Street approaches sports as an institutional asset class...
16 Jun 55min
#126 - Greg Bond: Alpha at Scale, AI for Collaboration
Greg is CIO at Man Group, Head of the Americas, and lead PM for the firm’s flagship multi‑strategy fund, overseeing $228B in AUM (as of 3/31/26). He shares how Man Group pursues alpha at scale by fost...
9 Jun 55min
#125 - Paul Desmarais III: Right to Win, Built to Last
Paul is the co-founder, Chairman, and CEO of Sagard, a global alternative asset manager with $45B AUM (as of year-end 2025), and a builder behind platforms like Portage and Diagram spanning fintech in...
2 Jun 1h 3min
#124 - Robert Smith: Enterprise Software, AI, Agentic Execution
Robert is Founder, Chairman, and CEO of Vista Equity Partners, which manages $107 billion in assets as of year‑end 2025, and a TIME 100 honoree—TIME magazine’s annual list recognizing the world’s most...
26 Mai 42min
#123 - Chris Davis: Stewardship, Patience, Value Investing
Chris is Chairman and Portfolio Manager at Davis Advisors, an independent, employee‑owned investment firm managing $30B as of March 2026, and serves on the board of Berkshire Hathaway. We discuss stew...
19 Mai 1h 14min
#122 - Doug Merritt: Cybersecurity Risk in the AI Era
Doug is Chairman, CEO, and President of Aviatrix, which helps companies safely connect and manage their cloud systems, and former CEO of Splunk, which helps organizations understand what is happening ...
12 Mai 1h 1min
