
#98 - Mark Sear: Industry Evolution
Mark is Co-Founder of Evoke Advisors, with more than three decades advising wealthy families and institutions. Mark reflects on his investing passions, client-first philosophy, and the lessons he’s dr...
25 Nov 202546min

#97 - Paul Pagnato: Inside the Longevity Revolution
Paul is a former scientist and longtime financial advisor turned longevity expert and founder of Humanaut Health and Transparency Global. In this episode, we explore the science of living longer, the ...
18 Nov 202544min

#96 - Aakash Doshi: The Strategic Case for Gold
Aakash is the Global Head of Gold Strategy at State Street Investment Management, one of the world’s largest asset managers. He shares insights on gold’s historic resilience, its role as a portfolio d...
11 Nov 20251h 1min

#95 - Howard Levkowitz: The Past, Present, and Future of Private Credit
Howard is co‑founder of Tennenbaum Capital Partners, where he helped build one of the early success stories in private credit before leading its integration into BlackRock. In this episode, he shares ...
4 Nov 202536min

#94 - Gabriel Caillaux: Growth Equity in a Tech-Driven Market
Gabe is Co-President at General Atlantic, a global growth equity firm managing approximately $114 billion in assets as of June 2025. He discusses growth equity investing and how GA partners with visio...
28 Okt 202559min

#93 - Alex Ehrlich: The Leadership Pyramid, Team-Centered Culture
Alex is founder and CEO of Percapita and a longtime senior executive at Goldman Sachs, UBS, and Morgan Stanley. He shares four decades of insights—from his “Leadership Pyramid” philosophy and the valu...
21 Okt 20251h 13min

#92 - Kipp deVeer: Steering Ares’ Growth in Alternatives
Kipp is Co-President of Ares Management, which manages $572 billion in assets (as of 6/30/25) and is a global leader in alternative investments. He discusses Ares’ rapid growth, leadership strategy, a...
14 Okt 202542min

#91 - Steven Romick: Value, Quality, and Adaptability
Steven is Co-Managing Partner of First Pacific Advisors and long-time steward of the FPA Crescent Fund’s flexible, risk-aware approach, with FPA managing $28 billion as of June 2025. In this episode, ...
7 Okt 202541min




















