199: Can A.I. Improve Investment Results? With Rob Arnott, Founder & Chair of Research Affiliates.
Rob Arnott, Founder & Chair of Research Affiliates, discusses where AI works well & can assist across the money management ecosystem, the risk of ‘AI hallucination’ & over-reliance, quant vs human jud...
30 Apr 38min
197: From the Shadow of the Death Camps to Leading Sequoia: A Family’s Journey Through Peril & Possibility (With Sir Michael Moritz)
Some lives trace the currents of history; a childhood in Wales, growing up in the shadow of parents who had escaped Nazi Germany, academic distinction at Oxford and Wharton, followed by a career that ...
2 Apr 1h 5min
196: Scale, Strategy, and Stewardship: Rachel Elwell, CEO, on Border to Coast’s Growing Power in UK Pensions
Moreover, if executed well, it offers the potential to act with a long-term horizon as true asset owners, and to unlock investment opportunities that individual funds might struggle to access alone. T...
19 Mars 57min
195: From Battlefield to Boardroom: Assessing the Cyber War Frontlines - Jen Easterly on the New Era of Cyber Risk
We have had some extremely distinguished guests over the last 6 years, but we haven’t secured one who combines, a Rhodes Scholar, US Army Colonel, Counter terrorism expert, leading the US’s cyber inte...
5 Mars 1h 4min
194: General David Petraeus: Inside a World Glowing Red
A first! For the first time since our inception 6 years ago, we welcome back a guest for their third visit. General David Petraeus, once described by Simon Sebag Montefiore as the ultimate soldier-sch...
19 Feb 1h 6min
193: From Hedge Fund Roots to Alternative Credit Leadership: Soraya Chabarek, President & CEO, MCQS
While women leaders in finance are gradually becoming more common, that cannot be said the alternatives industry. But as traditional investment firms increasingly acquire alternatives and private mark...
5 Feb 50min
192: Emerging and Frontier Markets: Cyclical Bounce or the Beginning of a Secular Advance? A discussion with Peter Elam Håkansson, CEO and Founder of East Capital.
Emerging Markets, once the darling of the asset allocators world, have found themselves increasingly discarded by those same allocators. Such became the re-allocation away from them and the magnetism ...
22 Jan 47min
