Episodes

INVESTING INSIGHTS | 10.28.2025

#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 visionary entrepreneurs to build category-leading companies. The conversation explores technology, market evolution, and collaboration strategies that drive transformational growth.

INDUSTRY INSIGHTS | 10.21.2025

#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 value of a team-centered culture to expanding inclusive banking. Listeners will learn strategies for building resilient organizations and leading with purpose.

INVESTING INSIGHTS | 10.14.2025

#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, and the evolving landscape for private assets and clients.

INVESTING INSIGHTS | 10.07.2025

#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, Steven shares wisdom from three decades of investing—how prioritizing margin of safety, business quality, adaptability, value, and a relentless focus on avoiding permanent capital loss have shaped his enduring philosophy.

INVESTING INSIGHTS | 09.30.2025

#90 – Adam Blitz: The Hedge Fund Playbook

Adam is CEO and CIO of Evanston Capital Management, overseeing $4.3 billion as of August 2025. Adam shares actionable insights on manager selection, real diversification, and identifying true alpha versus beta—highlighting why most hedge funds fail to add value and how to spot the few that genuinely do.

INDUSTRY INSIGHTS | 09.23.2025

#89 – Brock Sutton: Adapting to the AI Era

Brock is Head of Emerging Client Capabilities at Capital Group. In this conversation, he explores the transformative impact of AI, demystifies AI’s role in technology, and discusses its effects on jobs, business workflows, and personal productivity. He also shares practical strategies to thrive in the AI era.

INDUSTRY INSIGHTS | 09.16.2025

#88 – Bruno del Ama: Leadership, Spirituality, Growth, Fulfillment

Bruno is a pioneering entrepreneur and co-founder of Global X and Sangha. In this episode, he shares his unique journey from launching a multibillion-dollar asset management firm during the financial crisis to empowering others through peer support and spiritual growth. Bruno offers insights on purposeful leadership, personal fulfillment, and the intersection of business, spirituality, and self-discovery.

INVESTING INSIGHTS | 09.09.2025

#87 – Eduardo Repetto: Financial Science Meets Portfolio Innovation

Eduardo is CIO of Avantis Investors, which manages over $75 billion in assets (as of 6/30/25). In this episode, Eduardo shares lessons learned from his journey as a scientist turned portfolio innovator—discussing financial science, systematic investing, and the future of asset management.