Category: Public Equity

April 25, 2021
Brian Bares - Qualitative Concentration at BCM (EP.191)
Brought to you by: Brian Bares is the founder of Bares Capital Management, a $5 billion long only investment boutique that employs independent, qualitative research on growing companies to build highly concentrated portfolios. Our conversation covers Brian’s early life investing lessons, bootstrapping an asset management business, and finding product-market fit. We then turn to his […]
February 7, 2021
David Baran and Kazuhiko Shibata – Friendly Activism in Japan at Symphony (EP.176)
Brought to you by: iConnections, Northern Trust Front Office Solution and Coinbase Prime | David Baran and Kazuhiko Shibata are the co-founders of Symphony Financial Partners.  Symphony is a twenty year-old Asia-based asset manager that invests a long-bias, constructive engagement strategy that works closely with willing managements of deeply undervalued Japanese companies to see intrinsic […]
January 17, 2021
Fran Kinniry – The Comfort of Paradox at Vanguard Group (EP.173)
Brought to you by: iConnections, Northern Trust Front Office Solution and Coinbase Prime | Fran Kinniry is a twenty three-year veteran at the Vanguard Group, where he’s led the teams that spearhead Vanguard’s research into new products. Fran helped Vanguard enter the direct advice business, developed Vanguard’s Advisor Alpha concept, started its Investment Strategy Group, […]
November 22, 2020
Joel Greenblatt – Common Sense for Value at Gotham Capital (EP.165)
Brought to you by: Backstop Solutions, Canalyst, iConnections, and Northern Trust Front Office Solution | Joel Greenblatt is a legendary value investor, founder of Gotham Capital, longtime teacher at Columbia Business School, and author of four investment books, the latest of which, Common Sense: The Investors’ Guide to Equality, Opportunity, and Growth recently hit the bookstands. Our […]
November 1, 2020
Mike Trigg – Defying the Fade at WCM (EP.162)
Brought to you by: Canalyst, iConnections, and Northern Trust Front Office Solution | You may remember my popular first meeting from a few years ago with Paul Black of WCM, then a $25 billion asset manager in Laguna Beach, CA. Since then, WCM has gone up and to the right in every way, they sold […]
August 23, 2020
Diversity, Equity & Inclusion 3: Shundrawn Thomas – Leading the Way (EP.153)
Brought to you by: Northern Trust Front Office Solutions | Shundrawn Thomas, President of Northern Trust Asset Management, where he oversees the $900 billion organization. Shundrawn joined Northern Trust Corporation in 2004 and rose to the leadership team in 2008. Over the last 8 years, he has hired and promoted much of Northern Trust Asset […]
June 24, 2020
Richard Lawrence – ESG Integration at Overlook (EP.144)
Brought to you by: Wellington Management Company | Richard Lawrence is the Executive Chairman of Overlook Investments, a leading value-oriented investment firm in Asia that he founded in 1991. Richard was an early guest on the show telling Overlook’s story, and that conversation follows in the feed. Over the years, Richard grew passionate about the […]
June 21, 2020
David Blood – Pioneering a Generation (EP.143)
Brought to you by: Wellington Management Company | David Blood is co-founder and Senior Partner of Generation Investment Management, a pioneering sustainable investing firm he started with seven partners in 2004, including Vice President Al Gore. Our conversation covers the importance of culture in organizations, building businesses at Goldman Sachs, and David’s fortuitous introduction to […]
June 14, 2020
Bob Litterman – Pricing Climate Risk (EP.141)
Brought to you by: Wellington Management Company | Bob Litterman is a founding partner and Chairman of the Risk Committee at Kepos Capital.  Prior to Kepos, he spent 23 years at Goldman Sachs, where his roles included heading the firm-wide risk function and the Quantitative Investment Strategies Group at GSAM. Bob was one of the […]
June 7, 2020
Wendy Cromwell – The $170 Trillion Opportunity (EP.139)
Brought to you by: Wellington Management Company | Wendy Cromwell is Vice Chair of Wellington Management and the Director of Sustainable Investment at the firm. She joined Wellington out of business school 25 years ago and has been there ever since. A year and a half ago, Wendy also became one of two asset managers […]
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