#26 - Rob Arnott: Quant Investing, Asset Class Outlook
Rob is Founder and Chairman of Research Affiliates ($147B in assets as of 3/31/24), which he launched in 2002. Rob shares insights into quant investing, the outlook for various asset classes, mean rev...
25 Jun 20241h 34min
#25 - Stephen Nesbitt: Cliffwater, Private Debt
Steve is the Co-Founder and CEO of Cliffwater, a $78B investment advisory firm specializing in alternative investments. He also manages two private debt funds with combined assets of $23B. Steve share...
18 Jun 202443min
#24 - Martín Escobari: GA, Entrepreneurship, Growth Equity
Martín Escobari is Co-President, Head of Global Growth Equity and Chairman of the Investment Committee at General Atlantic. GA is a leading growth equity firm that manages $84B and has been one of the...
11 Jun 20241h 12min
#23 - Melissa Ma: China, India, PE
Melissa is the Co-Founder and Managing Partner of Asia Alternatives, which manages over $15B and focuses on private equity in Asia. Melissa shares insights into China and India and discusses investing...
4 Jun 20241h 13min
#22 - Jim Lippman, Bobby Lee, Danny Lippman: JRK, Multifamily and Hotels
Jim (Founder and Chairman), Bobby (CEO), and Danny (President) of JRK discuss multifamily and hotel investing. JRK has owned and operated over $9 billion in assets since its launch in 1991. They share...
28 Mai 20241h 1min
#21 - Bob Chagares: Logistics, E-Commerce, "Small Boxes"
Bob is the Founder and Chairman of High Street, which is a private real estate manager that has invested over $5B in industrial and logistics properties over 20+ years. Bob shares insights about the i...
21 Mai 20241h 5min
#20 - Matt Smith: Ruffer, Market History, Outlook
Matt is a Senior Fund Manager at Ruffer, a $30B UK-based absolute return manager that is highly regarded for its macro perspectives. Matt shares insights about Ruffer’s unique investment philosophy, r...
14 Mai 20241h 53min
#19 - Michael Bego: Secondaries, Private Markets
Mike is Founder and Managing Partner of Kline Hill Partners, a $5B alternative asset manager that invests in secondaries. Mike shares insights about the secondaries market and private investments.-Thi...
7 Mai 20241h 8min
