#130 - Bihua Chen: Inside Biotech Investing
Bihua, CEO and PM of Cormorant Asset Management ($2.5B AUM), explains how she evaluates science, risk, and opportunity across both public and private biotech markets. She shares how investors can sepa...
7 Juli 47min
#129 - Cathy Marcus: Real Estate Reset
Cathy, Co-Head and Global COO of Real Estate at PGIM, joins us to discuss navigating a $217B real estate platform within a $1.4T firm (as of 12/31/25) and what decades across multiple cycles have taug...
30 Juni 54min
#128 - Sarah Ketterer: Temporary Setbacks, Durable Businesses
Sarah is co‑founder, CEO, and portfolio manager at Causeway Capital Management, which she helped launch in 2001 and now manages approximately $68B in assets (as of 3/31/26). She explains how she inves...
23 Juni 57min
#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
