Eli Casdin – Casdin Capital (Manager Meetings, EP.02)

Eli Casdin – Casdin Capital (Manager Meetings, EP.02)

On today's manager meeting, Joel Wittenberg speaks with Eli Casdin. Joel is the former Chief Investment Officer of the W.K. Kellogg Foundation, one of the largest philanthropic foundations in the U.S. Eli is the Founder and Chief Investment Officer of Casdin Capital, a $3.5 billion dollar investment firm focused on investments in life sciences. Their conversation starts with Eli's thematic case for biotech and role of big pharma. They turn to the firm's assessment of company management teams, private market strategy, internal management of research and decision-making processes, and the future of Casdin Capital. First, I chat with Joel about he came to invest with Casdin the fit of the strategy in Kellogg's portfolio.

Learn More

Subscribe: Apple | Spotify | Google

Follow Ted on Twitter at @tseides or LinkedIn

Subscribe Monthly Mailing List

Read the Transcript

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(809)

Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)

Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)

Michelle Knudsen is Chief Investment Officer of NYU, where she oversees the university's $8 billion endowment. Michelle joined NYU two years ago, after fourteen years as an allocator at Partners Capit...

27 Juli 1h 10min

Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)

Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)

Our next guest on the Senior Decision Makers series is Luis Laboy, Director of Public Equity at the Hewlett Foundation, where he's spent the last decade running the public equity book alongside CIO An...

20 Juli 47min

Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)

Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)

Frank Danieli is Head of Global Credit Solutions at MA Financial Group, an ASX-listed alternative asset manager that oversees A$15 billion ($10 billion) across a broad range of private credit and lend...

16 Juli 52min

Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)

Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)

Baroness Dambisa Moyo is a global economist, author, board member, and investor who sits at the intersection of public policy, corporate governance, and capital allocation. Dambisa serves in the U.K. ...

13 Juli 54min

WTT: 5.5 Lessons at 55.5

WTT: 5.5 Lessons at 55.5

This WTT, 5.5 Lessons at 55.5 reflects on what five-and-a-half decades of investing, podcasting, and mistakes have taught me about people, markets, and myself. Read Ted's blog here.   Editing and po...

10 Juli 8min

Moat Investing Nuances – Pat Dorsey (EP.509)

Moat Investing Nuances – Pat Dorsey (EP.509)

Pat Dorsey is the Founder of Dorsey Asset Management, a $1.7 billion global public equity manager focused on companies with competitive advantages and long investment runways. Pat created Morningstar'...

6 Juli 1h 7min

Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508)

Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508)

Our first guest on the Senior Decision Makers mini-series is Nick Csicsko. Nick is a Managing Director at the Trinity Wall Street endowment, where he joined CIO Meredith Jenkins at the founding of the...

29 Juni 58min

Homegrown CIO at Williams College - Abigail Wattley (EP.507)

Homegrown CIO at Williams College - Abigail Wattley (EP.507)

Abigail Wattley is the Chief Investment Officer of Williams College, where she oversees the school's $4.5 billion endowment. She became CIO three years ago upon the retirement of Collette Chilton, who...

22 Juni 47min

Populärt inom Business & ekonomi

framgangspodden
badfluence
dynastin
varvet
avanzapodden
uppgang-och-fall
svd-tech-brief
rss-inga-dumma-fragor-om-pengar
fill-or-kill
bathina-en-podcast
rss-kort-lang-analyspodden-fran-di
rss-hos-psykologen
borslunch-2
rss-veckans-trade
ekonomiekot-extra
rss-borsens-finest
rss-dominoeffekten
rikatillsammans-om-privatekonomi-rikedom-i-livet
rss-dagen-med-di
market-makers