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Insightful Investor Insightful Investor Alex Shahidi Cantor del Camino | Rosario, Laudes y Oración Católica Cantor del Camino | Rosario, Laudes y Oración Católica Cantor del Camino Santo Rosario Santo Rosario Tele VID The Social Impact Solutions Podcast The Social Impact Solutions Podcast Social Impact Solutions High Voltage Business Builders Podcast High Voltage Business Builders Podcast Neil Twa 朝日新聞アルキキ 最新ニュース 朝日新聞アルキキ 最新ニュース 朝日新聞ポッドキャスト The Spin Axis Podcast The Spin Axis Podcast Erik J. Barzeski, Tyson Deskins, Jayson Nickol The Poultry Podcast Show The Poultry Podcast Show Wisenetix To The Point - Home Services VIP Room Podcast To The Point - Home Services VIP Room Podcast RYNO Strategic Solutions Unspun Unspun Amanda Sturgill 欢乐江湖|爆笑神段(完整版) 欢乐江湖|爆笑神段(完整版) 薯条酱 This Global Trade Adventure This Global Trade Adventure Jim Ray Shamis Tate Shamis Tate Shamis Tate עושות טובה עושות טובה 24/7 The Uneducated PT The Uneducated PT Karl O Rourke Morning News Headlines w/Marcel Myrick Morning News Headlines w/Marcel Myrick Marcel Myrick Part Time Opinions Part Time Opinions Part time opinions Podcast Minnesota Today Minnesota Today Minnesota Public Radio SER Vegas Altas SER Vegas Altas Cadena SER Senior Pickleball Tips Senior Pickleball Tips Paddy Hunter-Murphy ZOE Science & Nutrition ZOE Science & Nutrition ZOE Hello Fred! Hello Fred! KCUR Radio Morning Call Morning Call CNBC The Bolt Report The Bolt Report Sky News Australia / NZ Livesport Zprávy Livesport Zprávy Livesport The Audiobook Vault: Catholic Sacred & Classic Voices from the Past The Audiobook Vault: Catholic Sacred & Classic Voices from the Past The Audiobook Vault: Catholic Johnathan Walton Media Johnathan Walton Media Johnathan Walton Town Talk Town Talk Ted Schubel BTC Sessions BTC Sessions Ben Perrin Michelle & Travis Michelle & Travis Michelle & Travis YinkusPepe Talks YinkusPepe Talks Yinkuspepe Whole Again: Mindfulness and Resilience Through Kintsugi Wisdom Whole Again: Mindfulness and Resilience Through Kintsugi Wisdom Michael OBrien | Mindfulness & Resilience Coach AI KidsNewsFlash AI KidsNewsFlash KidsNewsFlash Universe Ansakonferenz Ansakonferenz LAOLA1 Audio-CD.at Indie Podcasts: Wiener Börse, Sport, Musik (und mehr) Audio-CD.at Indie Podcasts: Wiener Börse, Sport, Musik (und mehr) Christian Drastil Comm. (Agentur für Investor Relations und Podcasts) Deep Values Deep Values TheDeepValue The Neural Daily The Neural Daily Neural Network Media
Insightful Investor

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Insightful Investor

Alex Shahidi

Jason Schwarz: Scaling Institutional Private Markets

July 14, 2026 6:00am 45 min

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...

Bihua Chen: Inside Biotech Investing

July 07, 2026 6:00am 47 min

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 hyp...

Cathy Marcus: Real Estate Reset

June 30, 2026 6:00am 54 min

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, l...

Sarah Ketterer: Temporary Setbacks, Durable Businesses

June 23, 2026 6:00am 57 min

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 faci...

Brian D'Arcy: Institutional Sports Investing

June 16, 2026 6:00am 55 min

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 a...

Greg Bond: Alpha at Scale, AI for Collaboration

June 09, 2026 6:00am 55 min

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 ...

Paul Desmarais III: Right to Win, Built to Last

June 02, 2026 6:00am 1:03

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 ...

Robert Smith: Enterprise Software, AI, Agentic Execution

May 26, 2026 6:00am 42 min

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...

Chris Davis: Stewardship, Patience, Value Investing

May 19, 2026 6:00am 1:14

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...

Doug Merritt: Cybersecurity Risk in the AI Era

May 12, 2026 6:00am 1:01

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 technol...

Matt McLennan: Resilient Wealth Creation, Patience, Gold

May 05, 2026 6:00am 59 min

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 wealt...

Michael Nierenberg: Rithm’s Evolution Beyond a REIT

April 28, 2026 6:00am 42 min

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 ...

David Eichhorn: Client‑Focused Solutions at Scale

April 21, 2026 6:00am 49 min

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 ...

Jon Hirtle: The True OCIO Playbook

April 14, 2026 6:00am 1:20

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 struc...

Rod Wong: Biotech Innovation, Real Outcomes

April 07, 2026 6:00am 48 min

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, h...

Kevin Carter: EM Internet Opportunities & Risks

March 31, 2026 6:00am 1:23

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 interne...

Dr. Szymanski: Building Healthspan with Medicine 3.0

March 24, 2026 6:00am 48 min

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, ex...

Michael Gross: Private Credit Crowding, Complexity Alpha

March 17, 2026 6:00am 45 min

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 M...

Young Lee & Asheesh Gupta: Audax AI Value Creation

March 10, 2026 6:00am 1:03

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 bi...

Carl Kaufman: Public Credit Risk Discipline

March 03, 2026 5:00am 44 min

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,...

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