Consolidation Trends: The Future of Cannabis Companies
In this episode, we delve into the inevitable consolidation of cannabis companies, exploring the driving forces behind this trend and its implications for the industry's future.
19 Feb 202413min
An ESG Analyst's Perspective: Insights on the Long-Term Outlook
Tune in to discover which data segments, standards, and numerical factors are making an exit.
12 Feb 202414min
Navigating DEI in the Corporate Landscape: Strategies and Metrics for Portfolio Managers
Dive into the latest episode where we explore the dynamic landscape of DEI, delving into the future outlook for both company managers and portfolio managers. Gain valuable insights and stay ahead in t...
5 Feb 202416min
Insights from the Author of the MBA ESG Text Book "Responsible Investing: An Introduction to Environmental, Social, and Governance Investments"
Hear from a prolific writer and fund manager about his view of the risk premia from ESG and what's next.
29 Jan 202412min
What's Next for Direct Lending
Hear from a former asset owner, borrower and now lender at Carlyle
22 Jan 202427min
How Due Diligence is Being Complicated by Tech and Macro Factors
Macro and tech are having an unprecedented impact on manager searches. Hear what Tim has to say about it.
16 Jan 202428min
Why Real Estate is Key to Investing in Cannabis Companies
Hear from commercial real estate pro, who invests in debt and equity in the cannabis sector
8 Jan 202417min
How are the Challenges to Commercial Real Estate Impacting Senior Housing
James Scribner has invested in Senior Housing for longer than most. Hear where he's finding value in the subsector.
20 Dec 202344min
