#41 - Roy Leckie: Walter Scott, Long-Term Investing
Roy is Executive Director and Co-Chair of the Investment Management Committee at Walter Scott, a Scotland-based firm managing $100B in assets (as of 8/31/24). With a focus on long-term investing, he e...
8 Okt 202446min
#40 – Doug Kiersey: Logistics Properties, Dermody
Doug is the CEO and President of Dermody Properties, a firm that has developed and acquired $8B in industrial logistics assets (as of 6/30/24) since its founding in 1960. He provides insights on e-com...
1 Okt 202458min
#39 - Michael Green: The Bitcoin Bear Case
Last month, we examined the bull case for Bitcoin. In today's episode, we hear the counterargument from Mike Green, Chief Strategist and Portfolio Manager at Simplify Asset Management. Founded in 2020...
24 Sep 20241h 14min
#38 - Sophie Bakalar: For-Profit & For-Good
Sophie is a partner at Collaborative Fund, a New York-based venture capital firm that invests in companies operating at the intersection of for-profit and for-good. She shares insights on the dual obj...
17 Sep 202445min
#37 - Jeff Krasnoff: Private Real Estate Investing
Jeff is the Founder and CEO of Rialto Capital Management, a firm that oversees $21B in commercial real estate assets as of 6/30/24. With his extensive experience over 4 decades, Jeff offers valuable p...
10 Sep 20241h 18min
#36 - Tom Keck: Private Markets Overview & Outlook
Tom is co-founder and head of research and portfolio management at StepStone, which manages over $150B and focuses on private markets. Tom shares an overview and insights about the various segments wi...
3 Sep 20241h 15min
#35 - Ted Seides: Industry Insights, Portfolio Construction
Ted is a podcaster and investment industry expert. He started his career working with David Swensen at the Yale Endowment and has spent the past 30+ years studying, speaking and writing about investin...
27 Aug 20241h 7min
#34 - Jeffrey Sherman: Fixed Income, Market Outlook
Jeffrey is Deputy CIO of DoubleLine Capital, which manages over $90B (as of 6/30/24). Jeffrey provides excellent insights into the big economic picture, the fixed income market, and investment outlook...
20 Aug 20241h 20min
