Episodes

#41 – Roy Leckie: Walter Scott, Long-Term Investing
INVESTING INSIGHTS | 10.08.2024

#41 – Roy Leckie: Walter Scott, Long-Term Investing

Roy is Executive Director and Co-Chair of the Investment Management Committee at Walter Scott, a Scotland-based firm managing $100B in assets (as of 8/31/24). With a focus on long-term investing, he emphasizes the significance of compounding returns and the importance of a disciplined approach to risk management.

#40 – Doug Kiersey: Dermody, Logistics Properties
INVESTING INSIGHTS | MARKET INSIGHTS | 10.01.2024

#40 – Doug Kiersey: Dermody, Logistics Properties

Doug is the CEO and President of Dermody Properties, a firm that has developed and acquired $8B in industrial logistics assets (as of 6/30/24) since its founding in 1960. He provides insights on e-commerce and logistics, market trends, and potential risks in the industry.

#39 – Michael Green: The Bitcoin Bear Case
INVESTING INSIGHTS | 09.24.2024

#39 – Michael Green: The Bitcoin Bear Case

Last month, we examined the bull case for Bitcoin. In today's episode, we hear the counterargument from Mike Green, Chief Strategist and Portfolio Manager at Simplify Asset Management. Founded in 2020, Simplify aims to provide high-quality alternative strategies through low-cost ETFs and currently manages $5.8 billion (as of 8/31/24).

#38 – Sophie Bakalar: For-Profit & For-Good
MARKET INSIGHTS | INVESTING INSIGHTS | 09.17.2024

#38 – Sophie Bakalar: For-Profit & For-Good

Sophie is a partner at Collaborative Fund, a New York-based venture capital firm that invests in companies operating at the intersection of for-profit and for-good. She shares insights on the dual objectives of generating financial returns while making a positive impact, discusses their unique “villain test,” and explores the emerging opportunities in climate and sustainability investing.

#37 – Jeff Krasnoff: Private Real Estate Investing
MARKET INSIGHTS | INVESTING INSIGHTS | 09.10.2024

#37 – Jeff Krasnoff: Private Real Estate Investing

Jeff is the Founder and CEO of Rialto Capital Management, a firm that oversees $21B in commercial real estate assets as of 6/30/24. With his extensive experience over 4 decades, Jeff offers valuable perspectives on both private real estate property and debt investments. He also shares his outlook for various real estate markets.

#36 – Tom Keck: Private Markets Overview & Outlook
MARKET INSIGHTS | INVESTING INSIGHTS | 09.03.2024

#36 – Tom Keck: Private Markets Overview & Outlook

Tom is co-founder and head of research and portfolio management at StepStone, which focuses on private markets and manages over $150B (as of 6/30/24). Tom shares an overview and insights about the various segments within private markets: equity, credit, real estate, infrastructure and secondaries.

#35 – Ted Seides: Industry Insights, Portfolio Construction
INDUSTRY INSIGHTS | INVESTING INSIGHTS | 08.27.2024

#35 – Ted Seides: Industry Insights, Portfolio Construction

Ted is a podcaster and investment industry expert. He started his career working with David Swensen at the Yale Endowment and has spent the past 30+ years studying, speaking and writing about investing. He launched the Capital Allocators Podcast in 2017 and has published 3 books on investing. Ted shares insights on the investment industry, discusses his framework for constructing a portfolio, and explains the impact of behavioral finance.

#34 – Jeffrey Sherman: Fixed Income, Market Outlook
MARKET INSIGHTS | INVESTING INSIGHTS | 08.20.2024

#34 – Jeffrey Sherman: Fixed Income, Market Outlook

Jeffrey is Deputy CIO of DoubleLine Capital, which manages over $90B (as of 6/30/24). Jeffrey provides excellent insights into the big economic picture, the fixed income market, and investment outlook.