55: US Equities: Overvalued and Over-Allocated? With C.T. Fitzpatrick, Founder and CEO of Vulcan Value Partners

55: US Equities: Overvalued and Over-Allocated? With C.T. Fitzpatrick, Founder and CEO of Vulcan Value Partners

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In this conversation, Vulcan’s C.T. Fitzpatrick explains the skills he acquired during 17 years at South Eastern Asset Management before founding Vulcan Value Partners in 2007. Today the firm manages approximately $20 billion, with a team of 64, all based in Birmingham, Alabama.

He explains his approach to identifying and defining “high quality businesses”, the margin of safety he seeks, the goal of avoiding permanent capital loss and the investment similarities and differences with Warren Buffett.

He talks about constructing a portfolio of between 20-40 companies and the moat he requires in his investment companies. He discusses his aversion to the wrong types of corporate debt, why he avoids macro judgements, the importance of temperament and discipline in investing, and why he is optimistic about the investment opportunities in his universe.

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183: How Good of a Communicator Are You? Messaging, Reputation, Trust & Strategy in the Age of AI - With Jen Prosek, CEO and Founder of Prosek

183: How Good of a Communicator Are You? Messaging, Reputation, Trust & Strategy in the Age of AI - With Jen Prosek, CEO and Founder of Prosek

Today’s episode started as “Good Investor, Poor Communicator”, but as we researched this topic ahead of the conversation it became a bigger theme than simply, why at times, great investment managers a...

9 Sep 202552min

182: Private Credit: Hype, Hazard, or the Next Big Thing in Long-Term Growth? With Huw Van Steenis, Vice Chair of Oliver Wyman.

182: Private Credit: Hype, Hazard, or the Next Big Thing in Long-Term Growth? With Huw Van Steenis, Vice Chair of Oliver Wyman.

When someone speaks with a deep of understanding of the banking and finance systems, is widely respected, and then expresses a strong but debatable view, about a developing asset class, we think it’s ...

28 Aug 202551min

181: Wisdom From the Battle Hardened: Timeless Life & Career Insights from Top Global Executives

181: Wisdom From the Battle Hardened: Timeless Life & Career Insights from Top Global Executives

Enjoy a variety of career tips & life lessons from finance leaders in this compilation special.   This episode brings together some of the most insightful lessons and perspectives we’ve gleaned from ...

14 Aug 202511min

180: “News of Our Demise Has Been Greatly Exaggerated.”  Why the City of London Remains a Globally Potent Force - With Sir Alastair King, Lord Mayor of the City of London

180: “News of Our Demise Has Been Greatly Exaggerated.”  Why the City of London Remains a Globally Potent Force - With Sir Alastair King, Lord Mayor of the City of London

Has the demise of London's leading financial services been "greatly exaggerated", and does the underlying evidence tell a very different story? In this interview, held at Mansion House in the histori...

31 Juli 202535min

179: Unlocking Global Real Estate Opportunities: Perspectives on Risks & Returns (With Brian Kingston, CEO of Brookfield Real Estate)

179: Unlocking Global Real Estate Opportunities: Perspectives on Risks & Returns (With Brian Kingston, CEO of Brookfield Real Estate)

Economist John Stuart Mill observed that “landlords grow rich in their sleep". Yet, as evidenced by the failure over the years of many real estate businesses, success is also highly dependent on entry...

17 Juli 202548min

178: The Silk Roads: A Decade On - Peter Frankopan, Professor of Global History at Oxford, on the Changing World Order

178: The Silk Roads: A Decade On - Peter Frankopan, Professor of Global History at Oxford, on the Changing World Order

Peter Frankopan is a Professor of Global History at Oxford, and author of The Silk Roads. His work has been both profound and enduring, with the book being translated into more than 45 languages and ...

3 Juli 20251h 15min

177: The Courtship of Investment Allocators & Managers: Inside iConnections - With Ron Biscardi

177: The Courtship of Investment Allocators & Managers: Inside iConnections - With Ron Biscardi

If you are an asset allocator, what is the most effective way to widen your lens on identifying potential investment managers? And if you are an investment manager, how can you be more effective in me...

19 Juni 202555min

176: Beyond the Silk Roads: Middle Eastern Venture Investing - With Noor Sweid, Founder and Managing Partner of Global Ventures

176: Beyond the Silk Roads: Middle Eastern Venture Investing - With Noor Sweid, Founder and Managing Partner of Global Ventures

Today we welcome one of the Middle East’s most successful angel investors and venture capitalists, listed in 'FORBES 100 Most Powerful Business Women 2025'. Noor Sweid explains her journey, from ear...

5 Juni 202549min

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