Episodes

INVESTING INSIGHTS | 04.21.2026

#119 - David Eichhorn: Client Focused Solutions at Scale

David is CEO and Head of Investment Strategies at NISA Investment Advisors, an institutional asset manager overseeing approximately $470 billion in assets as of year end 2025. In this episode, we discuss how NISA builds custom investment solutions around client needs and liabilities, why managing assets relative to liabilities changes portfolio construction, and how risk control and client dialogue can drive innovation at scale.

INVESTING INSIGHTS | MARKET INSIGHTS | INDUSTRY INSIGHTS | 04.14.2026

#118 - Jon Hirtle: The True OCIO Playbook

Jon is Executive Chairman and Co-Founder of Hirtle Callaghan, a pioneering OCIO firm overseeing approximately $26 billion in assets as of the end of 2025 for families and institutions. Our conversation explores how structure, philosophy, execution, and culture inform long term portfolio construction, along with views on risk, manager selection, private markets, and industry change.

INVESTING INSIGHTS | 04.07.2026

#117 - Rod Wong: Biotech Innovation, Real Outcomes

Rod is Founder and CIO of RTW Investments, a life sciences investment and innovation firm focused on building and backing companies that aim to transform patients’ lives. We discuss his path from medicine to investing, how investors, entrepreneurs, and scientists collaborate to create durable biotech companies, how he thinks about long term innovation across public and private markets, and where real value is emerging beyond the hype.

MARKET INSIGHTS | INVESTING INSIGHTS | 03.31.2026

#116 - Kevin Carter: EM Internet Opportunities & Risks

Kevin is the Founder and CIO of EMQQ Global, a specialist investment firm focused on emerging markets internet and digital consumer companies, and creators of 3 NYSE listed ETFs (EMQQ, FMQQ & INQQ). We discuss EM internet opportunities and risks, including why investing in companies—not countries—matters, how to think about China and India through a risk aware lens, and where EM indexes and governance can break down.

INDUSTRY INSIGHTS | 03.24.2026

#115 - Dr. Szymanski: Building Healthspan with Medicine 3.0

We take a brief detour from our usual investment focused conversations to welcome Dr. Jared Szymanski, a leading physician in preventative and precision medicine. Dr. Szymanski explains how Medicine 3.0 reframes risk, extends healthspan, and helps people stay ahead of the “big four” diseases long before symptoms appear—offering insights that echo the long term, forward looking mindset central to disciplined investing.

INVESTING INSIGHTS | MARKET INSIGHTS | 03.17.2026

#114 - Michael Gross: Private Credit Crowding, Complexity Alpha

Michael is Co-Founder of SLR Capital Partners, a private credit firm advising on $13B of total available capital (as of 9/30/25), and a pioneer of modern private credit, including as a founding partner of Apollo Global Management. We discuss how the private credit landscape has evolved as it has scaled and institutionalized, why parts of the market have become crowded, and how complex strategies like asset based lending may offer more compelling risk adjusted returns and true portfolio differentiation today.

INDUSTRY INSIGHTS | INVESTING INSIGHTS | 03.10.2026

#113 - Young Lee & Asheesh Gupta: Audax AI Value Creation

Young is Co President at Audax Private Equity, and Asheesh is a Managing Director overseeing the firm’s Strategic Resources Group and Portfolio Support team at Audax, a leading middle market PE platform managing $19.5 billion (as of year end 2025). We discuss how Audax is intentionally embedding data and AI into its operating model and portfolio companies to systematically enhance decision making, scale its Buy & Build strategy, and drive durable value creation.

INVESTING INSIGHTS | MARKET INSIGHTS | 03.03.2026

#112 - Carl Kaufman: Public Credit Risk Discipline

Carl is Co President and Co CEO of Osterweis Capital Management, a boutique investment firm founded in 1983 with approximately $8 billion in AUM (as of 12/31/25). We discuss public credit through an absolute return lens, with an emphasis on downside risk management, cycle awareness, and where markets may be mispricing risk.