Sheldon Stone - Liquidity, Covenants, and Capital Availability
Navigating the investment world is an enormous task, especially when looking at company numbers and the people running them. That's why we're thrilled to have Sheldon Stone on the show. Sheldon was th...
27 Okt 20231h 2min
Ray Dalio - Risk, Return, and Asset Allocation
Navigating the complex world of wealth creation and financial history can be daunting. That's why our guest, Ray Dalio, places a strong emphasis on understanding the evolution of wealth, the current e...
13 Okt 202359min
Fireside Chat with Tom Gayner, Markel Corporation
Today's conversation is a special one. I'm delighted to share my fireside chat with Markel Corporation's Tom Gayner from our 26th Annual CSIMA Conference. With decades of industry experience, Tom join...
31 Mar 202339min
Scott Hendrickson - An Unmasking of Quality
When evaluating a company, getting a clear picture of all the relevant factors can be challenging. That's why today's guest, Scott Hendrickson, heavily emphasizes management quality and companies wher...
17 Mar 202352min
Bill Nygren - Fundamental Investing From A Generalist's Perspective
With the constant evolution of the asset management industry, investors need to stay a step ahead to justify earning an active management fee. With over 40 years of experience in the industry, this is...
3 Mar 20231h 5min
Angela Aldrich - Developing A Differentiated View
One of the most exciting things in our industry is finding young investment managers who are incredibly bright, hard-working, and well-trained in the investment process. Our guest today, Angela Aldric...
17 Feb 20231h 5min
Charley Ellis - The Evolution of the Asset Management Industry
Over the past several decades, asset management has transformed from a small industry with a few experts competing against a majority of amateurs in the market to a market saturated with well-equipped...
3 Feb 20231h 15min
Felix Oberholzer-Gee - The Competitive Advantage of Value-Based Strategy
Success comes from value creation. For a strategic initiative to create value, it must increase willingness to pay or decrease willingness to sell. Otherwise, the resources expended will not flow i...
20 Jan 20231h 10min
