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.
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.
Jason, Head of Global Research and Investment Strategy at Carlyle ($465B AUM as of 6/30/25), discusses the challenges of persistent inflation and government debt, and the shifting nature of portfolio diversification in today’s macro environment. He explores the economic impacts of AI, the outlook for U.S. policy and markets, and offers insights on the evolving roles of private markets and private credit in building resilient portfolios.
Dr. Carl Ross, partner and lead researcher for Emerging Country Debt at GMO, brings decades of expertise in sovereign credit across emerging markets. He shares his perspectives on the evolution, risks, opportunities, and outlook for EM debt, diving into credit cycles, valuations, and why he sees EM local debt as a once-in-a-generation opportunity for investors.
Yie-Hsin, President and CEO of State Street Investment Management, shares her journey from engineering to leading one of the world’s largest asset managers with $4.6T AUM (as of 3/31/25). She discusses her approach to leadership, State Street’s evolution from pioneering ETFs to private markets through strategic partnerships, and the importance of adaptability in a large company.
Tony Davidow is a senior alternatives investment strategist at Franklin Templeton, which manages $1.6T in assets (as of 6/30/25). Tony shares his journey across family offices and institutions, explores the evolving landscape of alternative assets, and discusses how education can help bridge the gap between everyday and sophisticated investors. Listeners will learn practical frameworks for portfolio design and actionable insights on the future of alternatives.
Blake is a serial entrepreneur, investor, and philanthropist who has founded and sold businesses exceeding $1.1 billion in valuation. He shares his journey from small-town beginnings to building Byte into a billion-dollar company without outside funding, and discusses lessons in entrepreneurship, resilience, leadership, and giving back.
Jon is President and COO of Blackstone — one of the world’s largest and most highly valued investment firms, managing over $1.1 trillion in assets (as of 3/31/25). He shares his career journey, insights on leading through rapid growth, and his outlook on the evolving landscape of investing and innovation. Listen for a candid take on leadership, culture, and the future of finance.
