
#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 Juni 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 Juni 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 Juni 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 Maj 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 Maj 1h 14min

#121 - Matt McLennan: Resilient Wealth Creation, Patience, Gold
Matt is Head of Global Value and a PM at First Eagle Investments, a firm with $176B in AUM as of year‑end 2025, known for its long history and disciplined approach to capital preservation. We discuss ...
5 Maj 59min

#120 - Michael Nierenberg: Rithm’s Evolution Beyond a REIT
Michael is CEO of Rithm Capital, a global asset management platform with approximately $63 billion in AUM and over $110 billion in investable assets (as of 12/31/25). In this episode, we discuss Rithm...
28 Apr 42min




















