Insightful Investor

Jim, Co-CEO of Stone Point Capital, discusses building one of the leading financial services-focused investment firms, which manages $80B in assets (as of July 31, 2026). He shares lessons from three decades of investing, including how to identify durable businesses, navigate complexity, avoid common behavioral pitfalls, and think about the opportunities and limits of AI in investing.

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Past performance is not indicative of future results.

This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not...

Jen is the Founder and CEO of Prosek Partners, a leading strategic communications and marketing firm that has advised many of the world's largest asset managers, private equity firms, hedge funds, and financial institutions. We discuss what exceptional founders understand about reputation, how brand creates competitive advantage, the future of communications in an AI-driven world, and why trust remains one of the most valuable assets a business can build.

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Past performance is not indicative of future results.

This podcast/webcast is provided for informational purposes only...

Al is a natural resources portfolio manager at Man Group, a $253B alternatives asset manager (as of 6/30/26), and previously held senior investment roles at BNY Mellon, Citadel, SAC Capital, and Caxton. He explains the structural case for natural resources, examining geopolitics, deglobalization, inflation, climate volatility, AI-driven demand, and the role of resource equities in long-term portfolios.

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Past performance is not indicative of future results.

This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is...

This interview was recorded on September 9th 2026. Some references made may now be outdated.Jeffrey is Deputy CIO at DoubleLine Capital, which manages approximately $97 billion in assets (as of June 30, 2026). We discuss the forces likely to define the next decade, including fiscal dominance, inflation, government debt, AI-driven infrastructure spending, credit opportunities, and how investors can build portfolios prepared for a very different market regime.

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Past performance is not indicative of future results.

This podcast/webcast is provided for informational purposes only and should not be considered...

Todd is CIO of Parnassus Investments, a pioneer in responsible investing founded in 1984 that manages approximately $41B in assets (as of 6/30/26). Todd shares lessons from more than three decades of investing, discussing how durable competitive advantages and increasing relevance can drive long-term compounding, how Parnassus approaches quality and concentration, and where he sees both the promise and pitfalls of today's AI investment cycle.

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Past performance is not indicative of future results.

This podcast/webcast is provided for informational purposes only and should not be considered legal...

Peter is CEO of Grayscale Investments, one of the largest digital-asset-focused investment platforms in the country. Peter discusses the investment case for digital assets, institutional adoption, tokenization, regulation, the intersection of AI and blockchain, and what the future of investing may look like as digital asset markets mature.

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Past performance is not indicative of future results.

This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions...

Peter is the Co-Founder, Chairman, and CEO of Aperture Investors, an alternative investment manager with $6.7B in AUM as of June 2026. Drawing on his experience as CEO of AllianceBernstein and Co-Head of Goldman Sachs Asset Management, he explains how incentives may shape investment outcomes, why asset gathering often conflicts with alpha generation, how investors can better distinguish skill from luck, and why manager selection may become increasingly important in a changing market environment.

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Past performance is not indicative of future results.

This podcast/webcast is provided...

Bob is Executive Chairman and Co-Founder of Cohen & Steers, the firm he launched with Marty Cohen in 1986 that helped pioneer public real estate investing and has grown into a $100 billion real assets manager (as of 6/30/26). We discuss the evolution of real estate and real assets over four decades, the conviction required to build an investment category before it was widely accepted, and the principles behind creating an enduring investment firm.

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Past performance is not indicative of future results.

This podcast/webcast is provided for informational purposes...

David is Chairman and Co-Founder of Dimensional Fund Advisors, a global asset manager with $1.1 trillion in AUM (as of 6/30/26) and one of the pioneering voices in evidence-based investing. He shares lessons from more than five decades in the industry, covering how markets work, why uncertainty creates opportunity, the importance of judging decisions rather than outcomes, and how investors can tune out noise to build lasting wealth.

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Past performance is not indicative of future results.

This podcast/webcast is provided for informational purposes only and should not...

Ken is Founder, President and CEO of Churchill Asset Management, one of the largest private credit managers in the U.S., overseeing more than $66 billion of committed capital. A veteran of leveraged finance with leadership roles at Churchill, Carlyle, RBC, and Chase, Ken shares how private credit has evolved, where middle-market opportunities remain, what investors misunderstand about risk and scale, and why relationships, trust, and disciplined underwriting continue to matter in an increasingly data-driven world.

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This podcast/webcast is provided for informational purposes only and should not be considered legal...

Cathie is Founder, CEO, and CIO of ARK Investment Management. We discuss why she believes the current innovation wave is not another 1999, the investment implications of AI and technological convergence, and the key consensus views she thinks investors are getting wrong.

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This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Division of MAI Capital...

Luke is CEO and Chairman of Ridgepost Capital, a leading private markets solutions provider with over $50 billion in assets under management as of June 30, 2026. He previously spent over two decades at Goldman Sachs, including as Global Co-Head of Asset Management. He shares how private markets have evolved, where durable alpha still exists—particularly in the middle market—and what truly separates top investors from the rest.

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This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a soli...

Steve is the Founder, CEO, and CIO of Sound Point Capital Management, a credit-focused asset manager with $44B in AUM. He discusses navigating private credit cycles, managing risk in stressed markets, and applying a “no called strikes” mindset—waiting patiently for the fat pitch where risk-reward is decisively in your favor.

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This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necess...

Jan is CEO of VanEck, a global investment firm managing over $230 billion. Drawing on decades of studying markets and history, he shares how major macro forces shape investment outcomes, how to position portfolios for structural change, and why big-picture trends may matter more than traditional frameworks.

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This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of...

Steve is the Founder and CEO of New Mountain Capital, an alternative asset manager with ~$60B in AUM as of year-end 2025, and a longtime leader in building firms focused on disciplined, growth-oriented investing. He shares how private markets have evolved into a game of operational execution and judgment, unpacking defensive growth, lower leverage, and why durable alpha increasingly comes from building better businesses rather than financial engineering.

Please visit newmountaincapital.com for more information about New Mountain Capital and a list of its portfolio company investments.

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This podcast/webcast is...

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.

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This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are thei...

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.

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This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not...

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.

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This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It...

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.

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This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, reco...

Brian 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.

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This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants ar...

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.

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This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or e...

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.

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This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or b...

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.

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This podcast/webcast is provided for i...

Chris is Chairman and Portfolio Manager at Davis Advisors, an independent, employee‑owned investment firm managing $30B as of March 2026, and serves on the board of Berkshire Hathaway. We discuss stewardship and patience as core advantages in value investing, how market cycles test conviction, and the enduring lessons as well as the limits of the Buffett and Munger framework.

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This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by...

Doug is Chairman, CEO, and President of Aviatrix, which helps companies safely connect and manage their cloud systems, and former CEO of Splunk, which helps organizations understand what is happening across their technology and security environments. We discuss how AI is changing cybersecurity risk, why cyber is a leadership and business issue, and Doug’s leadership philosophy for navigating complexity and change.

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This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. Al...

Matt is Head of Global Value and a PM at First Eagle Investments, a firm with $176B in AUM as of year‑end 2025, known for its long history and disciplined approach to capital preservation. We discuss what resilient wealth creation really requires, why patience is a durable competitive advantage, how he thinks about risk beyond benchmarks, and the role gold plays in protecting long‑term capital.

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This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a soli...

Michael is CEO of Rithm Capital, a global asset management platform with approximately $63 billion in AUM and over $110 billion in investable assets (as of 12/31/25). In this episode, we discuss Rithm’s evolution beyond its REIT roots, competing with larger asset managers, navigating public and private markets, and Michael’s views on credit, commercial real estate, asset‑based finance, and housing as investors search for yield.

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This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recomm...

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.

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This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. Al...

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.

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This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily refl...

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.

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This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a so...

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.

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This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are th...

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.

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This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their ow...

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.

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This podcast/webcast is provided for informational purposes only and should not be...

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.

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This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is no...

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.

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This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evok...

Jack is the Co‑Founder and Executive Chair of Income Research + Management (IR+M), a specialist fixed income firm managing approximately $131B (as of 12/31/25). We cover his father‑son origin, first‑principles discipline, and how focus and culture power a client‑first edge—plus independence, balance, succession, and where their portfolio construction diverges.

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This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necess...

Leland, founder and CEO of BondBloxx—a fixed‑income‑only ETF issuer managing $7 billion (as of 12/31/25)—joins the show to discuss the evolution and future of bond ETFs. We explore how the ETF ecosystem has changed, why a bond‑only platform was needed, and the innovations reshaping fixed income, from precision tools to private credit ETFs.

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This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do...

Josh helps lead Boston Partners’ international and global long/short strategies at a firm managing $125 billion (as of 9/30/25). We talk about his data‑driven filtering process, persistent market anomalies, how he navigates regime shifts, and where he’s finding the most compelling opportunities around the world today.

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This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Divisi...

With over two centuries of experience and $926B in assets (as of 9/30/25), Pictet Asset Management has a deep foundation in disciplined investing, and David, its Head of Quantitative Investments, explains how that expertise translates into modern quant and AI‑driven approaches. We discuss how he uses data, models, and human judgment to construct portfolios.

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This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do...

As CEO of Franklin Templeton ($1.6 trillion as of 9/30/25), Jenny offers a rare inside look at steering a legacy firm through rapid change and technological transformation. We discuss how she balances heritage with innovation, her acquisition strategy, the future of public and private markets, and her insights on AI, blockchain, investor behavior, and mispriced opportunities.

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This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and...