Episodes

INVESTING INSIGHTS | 07.14.2026

#131 - Jason Schwarz: Scaling Institutional Private Markets

Jason is CEO of Wilshire, overseeing roughly $1.76 trillion in assets under advisement and $176 billion in AUM, and has spent more than two decades helping shape the firm’s evolution beyond its index roots. He shares how private markets are moving from institutional portfolios into broader investor access—and why scaling them requires better design, discipline, and implementation, not just access.

INVESTING INSIGHTS | 07.07.2026

#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 separate signal from hype, underwrite uncertainty in drug development, and identify the breakthroughs most likely to shape the future of medicine.

INVESTING INSIGHTS | MARKET INSIGHTS | 06.30.2026

#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 taught her about risk, leadership, and investing discipline. She breaks down the current real estate reset, how higher rates are reshaping underwriting and opportunity, and where she sees mispricing across sectors from housing to data centers.

INVESTING INSIGHTS | MARKET INSIGHTS | 06.23.2026

#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 invests in companies facing temporary setbacks, why underwriting earnings power two years out may matter more than near term results, and how thinking past the trough helps identify durable businesses before the recovery becomes obvious.

INVESTING INSIGHTS | MARKET INSIGHTS | 06.16.2026

#127 - Brian D'Arcy: Institutional Sports Investing

Brian D’Arcy 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, from identifying asymmetric return profiles and underwriting media and streaming risk to investing beyond team ownership in the broader sports and live entertainment ecosystem.

INVESTING INSIGHTS | 06.09.2026

#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 fostering collaboration across systematic and discretionary teams, using AI as a connective tissue between human judgment and quantitative rigor, and designing a culture that preserves independent thinking.

INVESTING INSIGHTS | 06.02.2026

#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 investing and venture creation. He unpacks what it really means to earn a “right to win,” how disciplined process and mistake-avoidance hold up under pressure, and how to scale breadth, culture, values, networks, and entrepreneur-first decision-making without diluting judgment across market cycles.

FEATURED GUESTS | INVESTING INSIGHTS | 05.26.2026

#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 influential leaders across business, technology, and society. He shares how enterprise software is evolving into agentic execution, why AI strengthens rather than replaces software, how “bringing the model to the data” reshapes economics, and why companies must continuously evolve their systems, culture, and decision making to stay relevant through periods of rapid change.