Afleveringen

  • Kurt Summers is a Senior Managing Director and Head of Public-Private Partnerships in
    Blackstone’s Infrastructure Group. In this capacity, Mr. Summers is responsible for
    investment strategies in partnership with governments, public entities, civic and labor
    organizations, and broader stakeholders to help advance local infrastructure priorities
    and he also advances Blackstone Infrastructure’s ESG efforts. Mr. Summers was
    elected and served as Chicago’s 70th City Treasurer until 2019. Mr. Summers also
    served as both Chairman of the Chicago Infrastructure Trust, where he led the largest
    lighting retrofit project in North America, and Chairman of the Chicago Community
    Catalyst Fund, a first-of-its-kind $100 million local investment fund focused on private
    investments in Chicago neighborhoods..
    Kurt’s chapters of public service are numerous and varied, and we chart these from start to
    finish. We hear about the extraordinary responsibility that came with some of the roles, the
    numbers of employees within the coverage areas and the budget at stake. This sparks a
    discussion of the difference between public and private sector careers, and the kind of
    experience that the former can provide, mainly due to the fact that some responsibility can come
    early in one’s career.
    We move then to discuss infrastructure and the public/private partnership opportunity and
    discuss some of the particular transactions that make sense as well as the impact that these
    projects can have.
    Series 3 of 2024 is supported by Ruffer and Nuveen. Ruffer is a London based asset manager -
    founded in 1994 - managing over $25 billion for institutions, pension funds, charities and
    individuals. They have a single investment approach that aims to deliver positive returns across
    the full range of market conditions. Nuveen has provided investment excellence for 125
    years. With expertise across income and alternatives, Nuveen continues to expand its
    capabilities while maintaining its legacy as a leading investment manager. Visit Nuveen.com
    to learn more. Investing involves risk; loss of principal is possible.

  • Kevin Leonard is Partner and Practice Group Director – Public Funds and Taft Hartley at NEPC. He has had a long career in consulting and started his career as an accountant.

    Kevin has had a career of over 30 years in investment consulting, and it had a somewhat “accidental” start – being driven more by location and convenience than a calling. Things quickly shifted however, and Kevin found that working with public funds where the possibility to add value and have impact was high and the touchpoints with investment committees and Boards frequent and satisfying.

    We move then to discuss some of the challenges facing public funds more broadly and the mélange of policy issues, economic challenges and resource constraints that create a unique workload for the investment consultants serving this segment. Staying with policy we discuss the relevance of ESG and D&I issues for this client segment and how investment consultants are staying ahead of the curve to ensure that this mission can be fulfilled.

    Series 3 of 2024 is supported by Ruffer and Nuveen. Ruffer is a London based asset manager - founded in 1994 - managing over $25 billion for institutions, pension funds, charities and individuals. They have a single investment approach that aims to deliver positive returns across the full range of market conditions. Nuveen has provided investment excellence for 125 years. With expertise across income and alternatives, Nuveen continues to expand its capabilities while maintaining its legacy as a leading investment manager. Visit Nuveen.com to learn more. Investing involves risk; loss of principal is possible.

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  • David Golub is President at Golub Capital, a direct lender and credit manager established in 1994, and celebrating its 30th anniversary this year. As the son of a psychiatrist and psychologist, a path into finance was originally a divergent path, and a somewhat non-linear one at that.

    As we chart the course of David’s career we chart the arc of Golub Capital’s at the same time – discussing the origins of the concept of a private lending firm and how it had its roots in private equity. Designed to solve a problem, offer certainty of execution and built on a network of relationships we hear how a lot of hard work – and a little bit of luck – lead to the positioning that they enjoy today.

    We move then to discuss the nature of the private credit market and how it has evolved over the course of Golub’s history. We examine its significantly enhanced breadth and sophistication today.

    One of David’s key personal interests is in culture and we speak in particular about the role that culture plays at Golub. The firm dedicates significant resources to training, coaching and creating a sense of belonging for its team members. We speak about the role of feedback and accountability as well as the way that junior professionals are mentored and learn how to take risk. Finally we discuss the role of worrying and how for a credit investor it seems to go with the territory.

    Series 3 of 2024 is supported by Ruffer and Nuveen. Ruffer is a London based asset manager - founded in 1994 - managing over $25 billion for institutions, pension funds, charities and individuals. They have a single investment approach that aims to deliver positive returns across the full range of market conditions. Nuveen has provided investment excellence for 125 years. With expertise across income and alternatives, Nuveen continues to expand its capabilities while maintaining its legacy as a leading investment manager. Visit Nuveen.com to learn more. Investing involves risk; loss of principal is possible.





  • Derek Walker, is Head of Portfolio Design & Construction, total Fund Management and a member of the Global Leadership Team at CPP Investments, based in Toronto. He previously worked in MSCI in Geneva. We start by discussing what Derek describes as a “non linear” career path, and his road from technology and machine translation to CPP Investments.

    We turn then to unpacking Total Fund Investing at CPP Investments, and learn how it prioritizes best overall portfolio construction for risk-adjusted returns and involves tradeoffs across different asset classes. We speak about how organization size matters in implementing such an approach and how scale and resourcing lends itself to thinking holistically in this way. We also discuss how it affects mindset, and true team mindset and accountability. The three elements of governance, diversification and culture are discussed in detail.

    Digging into some more detail, Derek explains how the team has a reference portfolio and a “factor first” approach around tilting away from that. We discuss the stability of various factors and how the macro backdrop is factored in. Finally Derek discusses what it is like to work at CPP investments and how the mission of the organization and the fact that it serves over 21 m beneficiaries and contributors across the country is such a motivator.

    Series 3 of 2024 is supported by Ruffer and Nuveen. Ruffer is a London based asset manager - founded in 1994 - managing over $25 billion for institutions, pension funds, charities and individuals. They have a single investment approach that aims to deliver positive returns across the full range of market conditions. Nuveen has provided investment excellence for 125 years. With expertise across income and alternatives, Nuveen continues to expand its capabilities while maintaining its legacy as a leading investment manager. Visit Nuveen.com to learn more. Investing involves risk; loss of principal is possible.

  • Anna McDonald has a dual role at Moneta, a St. Louis based RIA with over $32 billion in assets under management. She supports athletes in all aspects of their financial lives, preparing them for sustained success beyond their athletic careers. She knows this segment well as she previously spent six years as an ESPN reporter, covering Major League Baseball and the National Football League. During this time she was a spokesperson around health and safety concerns of the NFL. In addition to her work with athletes, she also serves as Moneta’s Director of Family Learning. In this capacity, she works at the net as client facing teams to facilitate learning programs for families to transfer wealth to younger generations.

    Having bridged both journalism and financial advice, we start with the mysterious world of professional sports and reporting on them. Anna describes how she won the trust of athletes, getting them to open up to her as a reporter, and discusses how meeting them at their level of discussion in terms of technical knowledge was the key to rising above some of the “fluff” in sports coverage. She translated this counseling and advisory capacity into a broader desire to work with athletes to plan their lives beyond their financial careers and her role at Moneta was born.

    The profile of professional athletes is unique in terms of earning – and can resemble the inverse of a J curve – in that earnings can be front end loaded but can taper off once a career recedes or retirement occurs. This underscores the importance of planning, budgeting and preparing for a career beyond elite sports, and we discuss the educational and practical components of this.

    Series 3 of 2024 is supported by Ruffer and Nuveen. Ruffer is a London based asset manager - founded in 1994 - managing over $25 billion for institutions, pension funds, charities and individuals. They have a single investment approach that aims to deliver positive returns across the full range of market conditions. Nuveen has provided investment excellence for 125 years. With expertise across income and alternatives, Nuveen continues to expand its capabilities while maintaining its legacy as a leading investment manager. Visit Nuveen.com to learn more. Investing involves risk; loss of principal is possible.

  • Nicci Take featured in our first Pride series in 2021 and shared her story as a prominent transgender advocate, inspirational speaker and coach. We have watched Nicci’s presence grow and thrive over the past 3 years, she posts frequent inspirational content on Linked IN and we we wanted to ask her back onto the podcast to share some of that wisdom - particularly as we get ready to launch our pride series of 2024 in coming weeks.

    Now global head coach at MMC Marsh McLennan, Nicci works with teams to help the company secure more deals. We speak about the dynamics of being memorable in these presentations, and how prioritizing the needs of the audience is paramount.

    We discuss the poor retention levels of audiences, citing the Ebbinghaus Curve of Forgetting and the staggering amount of information that is forgotten as time passes from the date of acquiring it. This reinforces the importance of repetition and follow up.

    Nicci cites the “day, week, month” mantra for follow up, which sets the cadence for interactions after the initial meeting, and a host of other tips for making presentations memorable, including that it really is not about the presenter.

  • Varun Laijawalla is a Portfolio Manager at Ninety One, where he manages long only EM and EM ex-China portfolios. He started his career as a consultant and moved into stockpicking via Asia focused sales.

    Our conversation starts with his international background, which saw his family move from India to Holland when Varun was only 4 years old, and the imprint that that multi-cultural yet well-integrated backdrop provided. We hear then about his career journey, which saw him move from management consulting into investing via a serendipitous meeting and reading material, which encouraged him to “follow his dream”.

    A move to Hong Kong followed, and a career in emerging market investing unfolded, with all of the travel, variety and intellectual stimuli that such a career would suggest. We discuss the features of emerging market investing, the rout that it has experienced over the past few years and the increased investor interest in emerging markets ex-China portfolios.

    Finally we reflect on some of the most insightful investor letters that Varun has enjoyed receiving because they provide insights as to how to think. We return to the exhortation to “follow the dream” and examine what makes it worthwhile.

    Series 3 of 2024 is supported by Ruffer and Nuveen. Ruffer is a London based asset manager - founded in 1994 - managing over $25 billion for institutions, pension funds, charities and individuals. They have a single investment approach that aims to deliver positive returns across the full range of market conditions. Nuveen has provided investment excellence for 125 years. With expertise across income and alternatives, Nuveen continues to expand its capabilities while maintaining its legacy as a leading investment manager. Visit Nuveen.com to learn more. Investing involves risk; loss of principal is possible.

  • In this bonus episode we meet with fellow INSEAD alumna Avivah Wittenberg-Cox advocates for new thinking in generational and gender balance. She is a consultant, coach and speaker on the rising impact of longevity on the people and on the workplace and provides advice to help businesses thrive. She is the author of seven books on gender, leadership and longevity and the host of the podcast 4-Quarter lives, where she applauds podcasts as a way to create “real conversations in a very noisy world”.

    In this very real conversation we talk about Avivah’s path to coaching and the importance of rethinking what we thought we knew about our lifespans, employment trajectories and retirement path. She draws upon her analogy of life having four quarters, and makes the point that most of us have discounted the potential of the third quarter – the years between 50 and 75.

    We discuss the perils of trying to compress too much into the second quarter in particular – to try to “have it all” instead of spreading out goals and achievements. We look at the endless potential of this phase and ask how employers can embrace this and in so doing promote more diversity in the workplace and more sustainable employment practices.

    Given that Avivah is a coach we discuss the role of coaching and how it might be integrated into careers at an earlier stage than currently. We also discuss continuing education and how universities and other institutions should adapt to the demand for lifelong learning. Finally we look at the role of intuition, and how trusting one’s instincts can be central to career success.



  • Jim McNamee, is President of the National Public Pension Fund Association. He is director of Stonegate Insurance, Unique Insurance Company and Resolute Global Partners as well as the Illinois Public Pension Fund Association which he founded in 1985. He was formerly a police officer.

    Our conversation starts with the school of hard knocks – a strict Catholic schooling outside Chicago, and we trace Jim’s early years, which weren’t always easy within the school system. After dropping out of high school he joined the military and this was the regulation that he needed to calm down and develop a plan. He spent decades in the police and there became interested in the pension system and protections in place for beneficiaries.

    This sparked a second career as a connector, Trustee and advocate for public pension funds around the US, and the founding of first the Illinois Public Pension Funds Association and then the National Public Pension Funds Association. We talk about the challenges and priorities for public pension funds today and the way that advocates, officers and trustees are beginning to tackle them.

    Series 3 of 2024 is supported by Ruffer and Nuveen. Ruffer is a London based asset manager - founded in 1994 - managing over $25 billion for institutions, pension funds, charities and individuals. They have a single investment approach that aims to deliver positive returns across the full range of market conditions. Nuveen has provided investment excellence for 125 years. With expertise across income and alternatives, Nuveen continues to expand its capabilities while maintaining its legacy as a leading investment manager. Visit Nuveen.com to learn more. Investing involves risk; loss of principal is possible.



  • Stephanie Drescher is Chief Client and Product Development Officer at Apollo. She started her career in the Alternative Investment Group at JP Morgan and is a Board Member at ADT.

    We start our discussion with a tribute to Stephanie’s grandmother who taught her about stocks and the markets, sowing the seeds of an interest in finance that has been lifelong. We trace her education in a women’s college, through to her entry into finance and her progression through the ranks of an investment bank.

    We move then to discuss the evolving nature of institutional and private wealth product demand, and how it has changed over recent years. We speak in particular about the role of alternative assets and the culture of firms that endure.

    Series 3 of 2024 is supported by Ruffer and Nuveen. Ruffer is a London based asset manager - founded in 1994 - managing over $25 billion for institutions, pension funds, charities and individuals. They have a single investment approach that aims to deliver positive returns across the full range of market conditions. Nuveen has provided investment excellence for 125 years. With expertise across income and alternatives, Nuveen continues to expand its capabilities while maintaining its legacy as a leading investment manager. Visit Nuveen.com to learn more. Investing involves risk; loss of principal is possible.

  • Ciara Hurley is an investment committee member at the Trinity College Dublin Endowment. Ciara recently retired from Quilter Cheviot, where she was a financial advisor for over 20 years. She has worked as a portfolio manager, as well as serving in various director and Board roles.

    Our conversation charts both Ciara’s career and the evolution of wealth management in Ireland over that 30 year period. We discuss how she developed her own identity and risk tolerance as a financial advisor, and the way that she encouraged clients to “walk with her” during turbulent market conditions to ensure that their portfolios were resilient.

    We conclude by discussing Ciara’s next chapter now, post retirement, which will involve a lot of travel and pursuit of her love of art and art history in particular. We speak about what she has learned from studying this area and the enhanced perspective and insight it provides.

    Series 3 of 2024 is supported by Ruffer and Nuveen. Ruffer is a London based asset manager - founded in 1994 - managing over $25 billion for institutions, pension funds, charities and individuals. They have a single investment approach that aims to deliver positive returns across the full range of market conditions. Nuveen has provided investment excellence for 125 years. With expertise across income and alternatives, Nuveen continues to expand its capabilities while maintaining its legacy as a leading investment manager. Visit Nuveen.com to learn more.

    Investing involves risk; loss of principal is possible.

  • Marcie Frost is the Chief Executive Officer of CalPERS, the largest pension fund in the US with over $400 billion in assets under management and serving over 2 million members in its retirement system. She was recently elected to the board of the Toigo Foundation.

    Our conversation starts with her very early days in public service, and how typing and softball were an unusual combination that led to an opening opportunity. She recalls how she rose through the ranks in Washington State, ultimately running the Department of Retirement Systems and chairing the Washington State Investment Board. She notes that what people say about you you in the form of endorsement can be more effective than what you say about yourself.

    We move then to her role at CalPERS and the change that it involved and ask what is at the forefront of her mind today. We discuss a wide range of topics from the challenges of funding, stakeholder management and flexing the muscle around change that steering this level of assets. Topics that CalPERS is particularly active around include climate change - and it has committed $100 bn to climate innovation as well as diverse managers, where it has contributed $4 bn just in recent allocations.

    We conclude with a broad discussion on pension fund governance, the challenges and opportunities of working in the public arena and the mindset that sets one up for success.

    Series 3 of the 2024 Fiftyfaces Podcast is sponsored by Ruffer and Nuveen.

  • Summer is coming, and so is Series 3 of the 2024 Fiftyfaces Podcast, and this series is filled with themes that we have not touched in as much depth before. The notion of service, and in particular serving public funds – whether in an officer, trustee or consultant capacity is explored in depth – we look at the mindset required, the rewards that accrue, and how to attract new talent into this segment.

    We move then to private wealth to discuss the unique ways to serve clients such as athetes

    Our guests on Series 3 of 2024 are Marcie Frost, CEO of Calpers, Kevin Leonard of NEPC, and Kurt Summers of Blackstone, all of whom talk about their work lives in public funds and the satisfaction they derive from this. Staying with pension funds we chat with Jim McNamee about his career in the police and his transition into pension funds. We move from there to Canada to catch up with Derek Walker of CPP Investments about the total return approach that they espouse.

    Moving then to private wealth, we speak with the legendary Ciara Hurley about her 30 years in private wealth in Ireland, Stephanie Drescher of Apollo about the massive opportunity for growth in this segment, and Anna McDonald from Moneta talks about her practice with professional athletes.

    We cycle back to asset management then to hear about the case for Emerging Markets from Varun Laijawalla, as well as the culture of culture at Golub Capital, as told by David Golub.

    Series 3 of 2024 is sponsored by Ruffer Investment Management.

  • Carina Diamond is a wealth management leader with particular experience in growing and building businesses. Late last year, she founded Stella Secunda Partners, a consulting firm that helps financial services locate and retain next generation talent and guide business owners through succession planning. She is a motivational speaker and coach, as well as the founder of Diversitas, a national education program at The University of Akron designed to expand diversity in wealth management.

    Our conversation starts with her early career, and the philosophy of abundance v. scarcity that informed her approach to growing a firm and financial planning. We move then to talk about the evolution of financial planning, to invoke more psychology, sociology, focus on financial literacy and human centricity. This is a recurring theme in the industry recently. On the topic of the next generation and succession, we speak then about the impact of Diversitas, and how targeting education programs in this way can be so pivotal to inspire an interest in wealth management as well as creating a network of support and motivation.

    This podcast is kindly supported by Resolute Investment Managers, Inc. and Ninety One Asset Management.

    Resolute Investment Managers, Inc. is a diversified, multi-affiliate asset management platform that partners with more than 30 best-in-class affiliated and independent investment managers. Its unique platform delivers strategic value through a full suite of distribution, operational and administrative services available to affiliates and partners. Ninety One Asset Management is a global asset manager with emerging markets roots that brings a different perspective to active and sustainable investing.

  • Rick Weissinger is Chief Marketing and Communications Officer at Moneta and a veteran of financial services marketing. He previously held roles at Brightworth and Craneware.

    Our conversation starts with Rick’s passion for marketing – how it developed and why the connection with the consumer is so critical. We refer to the Star Wars analogy of hero and guide or mentor and translate this into marketing financial services, asking who the true hero of that story should be?

    This lyrical conversation shifts from music to consumer goods marketing, to notorious marketing fails to unforgettable classics in terms of consumer connection. We end with an examination of impact and higher purpose, and look at how companies that draw this connection end up enjoying long term success. So we ask – what is your purpose – and who is the hero of your story?

    This podcast is kindly supported by Resolute Investment Managers, Inc. and Ninety One Asset Management.

    Resolute Investment Managers, Inc. is a diversified, multi-affiliate asset management platform that partners with more than 30 best-in-class affiliated and independent investment managers. Its unique platform delivers strategic value through a full suite of distribution, operational and administrative services available to affiliates and partners. Ninety One Asset Management is a global asset manager with emerging markets roots that brings a different perspective to active and sustainable investing.

  • Hallie Label, is the founder of Expect Equity, based in Baltimore. She was previously Chief Operating Officer at Rock Springs Capital, and prior to that was a principal at Makena Capital and held numerous financial industry roles.

    We start by tracing that career evolution – and Hallie’s early days playing competitive sport. We look at lessons from that and how she developed an interest in finance and investing.

    Given her experience in OCIO firms, we speak about the development of that industry and the evolution of client demand. We move then to discuss Expect Equity and the pivotal role it plays in supporting, seeding and nurturing emerging investment managers. We discuss the initial cohort of portfolio managers and ask what it takes to be supported and to thrive.

    This podcast is kindly supported by Resolute Investment Managers, Inc. and Ninety One Asset Management.

    Resolute Investment Managers, Inc. is a diversified, multi-affiliate asset management platform that partners with more than 30 best-in-class affiliated and independent investment managers. Its unique platform delivers strategic value through a full suite of distribution, operational and administrative services available to affiliates and partners. Ninety One Asset Management is a global asset manager with emerging markets roots that brings a different perspective to active and sustainable investing.

  • Brent Mattis is a Principal at the Cleveland Clinic Investment Office. He specializes in idea generation, manager selection and financial modeling for the investment portfolio and likes to look “off the beaten path” for opportunity. Prior to joining the Cleveland Clinic in 2017 he worked for 6 years in a family office in NYC with a particular focus on alternative assets, direct private investments and public equities.

    We chart Brent’s path to finance and hear early on about his interest in gaming, poker and riding motorcycles. This prompts a few detours around parallels between these interests and the art of investing – we hear about risk taking, decision making and strategy.

    Brent describes a career path that was not exactly a smooth road, but the destination was still a fulfilling one, and we then move to discuss portfolio construction, governance and what “off the beaten path” looks like in terms of portfolio construction. We discuss orthogonal return drivers as well as rethinking more conventional ones.

    This podcast is kindly supported by Resolute Investment Managers, Inc. and Ninety One Asset Management.

    Resolute Investment Managers, Inc. is a diversified, multi-affiliate asset management platform that partners with more than 30 best-in-class affiliated and independent investment managers. Its unique platform delivers strategic value through a full suite of distribution, operational and administrative services available to affiliates and partners. Ninety One Asset Management is a global asset manager with emerging markets roots that brings a different perspective to active and sustainable investing.

  • Aditi Javeri Gokhale is Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments at Northwestern Mutual, based in Milwaukee. In her role she leads teams that manage more than $627 bn in company and client assets, including nearly $310 bn in institutional investment portfolio and over $280 billion in retail client assets She is also accountable for the Northwestern Mutual Future Ventures -the company’s venture investing arm and the consumer digital disruptor Wysh.

    Our conversation starts with her journey from India to the US, and her career path through marketing and strategy that led to her current role at Northwestern Mutual. We spend some time on that role – and on the integration of insurance, investment and annuities that lie behind the unique approach to financial planning there. We then cycle through a range of topics including AI and its impact on financial planning, the importance of values and how leadership styles evolve. We end with a reflection on the role of directors and how alignment with the purpose of an organization is key.

    This podcast is kindly supported by Resolute Investment Managers, Inc. and Ninety One Asset Management.

    Resolute Investment Managers, Inc. is a diversified, multi-affiliate asset management platform that partners with more than 30 best-in-class affiliated and independent investment managers. Its unique platform delivers strategic value through a full suite of distribution, operational and administrative services available to affiliates and partners. Ninety One Asset Management is a global asset manager with emerging markets roots that brings a different perspective to active and sustainable investing.

  • Grace Reyes, is the CEO and Founder of TIDE – The Investment Diversity Exchange, which she founded in January 2020 as a way to connect key industry players to promote diversity and inclusion in the investment industry. She has recently extended TIDE’s reach beyond the US and has a base in both the US and the UK. TIDE as a partner to the largest US public pension plans, their emerging and diverse manager efforts.

    Our conversation starts with a story about a father, a daughter and a starfish – and how each of us has the ability to make a difference to one piece of the puzzle. This ability to make impact – large or small – far or near – is a hallmark of Grace’s role at the center of connections in the investment industry and as founder of TIDE.

    We hear about her first entry point into finance – how she didn’t hide her love of socializing, and how, while maybe not a conventional attribute for finance, this proved to be the secret sauce that enabled her to grow her network.

    We hear then about the origins of TIDE, and how its birth during the pandemic was full of both challenge and opportunity. We hear about the challenge of access to capital for emerging managers and how smaller, more personal networks help to bridge some of the gap.

    As a networker extraordinaire Grace has some excellent advice as to how to build and nurture connections and we are delighted to share them here with you.

    This podcast is kindly supported by Resolute Investment Managers, Inc. and Ninety One Asset Management.

    Resolute Investment Managers, Inc. is a diversified, multi-affiliate asset management platform that partners with more than 30 best-in-class affiliated and independent investment managers. Its unique platform delivers strategic value through a full suite of distribution, operational and administrative services available to affiliates and partners. Ninety One Asset Management is a global asset manager with emerging markets roots that brings a different perspective to active and sustainable investing.

  • Randy Cohen, is a Senior Lecturer at Harvard Business school. His main research focus is the interface between the actions of institutional investors and price levels in the stock market and has helped to start and grow a number of investment management firms. He is a partner at Exsight Capital, a venture capital firm specializing in early-stage impact investments in innovative ophthalmic diagnostic and treatment solutions. This has particular resonance for
    Randy, who is blind from retinitis pigmentosa.

    We start our discussion by tracing how Randy used a process of elimination to decide on finance as a focus for his career and how he found his calling in academia. We spend some time delving in to the valuation patterns in equity markets and he describes what he calls the “lot little lot world” that we live in. A robust discussion on market efficiency then brings us to another corner of finance – venture capital, in this case with a particular focus on a venture capital firm that specializes in funding cures for blindness.

    Randy describes his own experience with retinitis pigmentosa and how being blind has affected his professional trajectory and the technologies that have been so crucial to enable participation and promote inclusion. Now, he has enough vision to be dangerous – and his website dangerousvision.com highlights the importance of looking at blindness through a different lens.

    This podcast is kindly supported by Resolute Investment Managers, Inc. and Ninety One Asset Management.

    Resolute Investment Managers, Inc. is a diversified, multi-affiliate asset management platform that partners with more than 30 best-in-class affiliated and independent investment managers. Its unique platform delivers strategic value through a full suite of distribution, operational and administrative services available to affiliates and partners. Ninety One Asset Management is a global asset manager with emerging markets roots that brings a different perspective to active and sustainable investing.