Released January 18th, 2022
Ricky Sandler - Building an Investment Compass
Ricky Sandler is the founder of Eminence Capital. We cover Ricky's evolution as an active investor, why he thinks this is a stock picker's environment, and what keeps him competitive after a long and successful career.
Professional Investors
Public Equity
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Stephen Mandel - Investing Behind Change
Steve Mandel is the founder of Lone Pine Capital, one of the most successful hedge fund and investment firms of this generation. We cover how the investing business has evolved since Steve started in the 1980s, why it’s so difficult to drive alpha by shorting stocks today, and why Steve still loves to get into the guts of a business.
Paul Enright - The Buy Side Primer
Paul Enright is the managing partner at Krainos Capital, with previous buy-side and sell-side experience at Viking Global and Morgan Stanley. We demystify high finance – exploring the buy-side and sell-side, the different kinds of funds, and the skills required for success.
Carl Kawaja - Wisdom from Decades of Investing
Carl Kawaja is a long-time portfolio manager at Capital Group. We cover Carl’s criteria for building conviction around long-term holdings, his views on uncertainty, and his belief that failure is key to a great investing career.
The Evolution of Hedge Fund Management
A discussion on hedge fund strategies, the impact of technology, the future of fee structures, and how to attract and retain top talent.
Carson Block on the Short-Selling Market
A conversation with activist short seller Carson Block about the dangers and rewards of being a short seller in the post-COVID environment.
Who drives stock prices?
A brief overview of the different types of players in equity markets and how their actions compete to drive equity returns.
Lessons from the Titans: What Companies in the New Economy Can Learn from the Great Industrial Giants to Drive Sustainable Success
Veteran Wall Street analysts share timeless lessons from the titans of industry and the tactics needed to survive in an ever-changing world.
So You Want to Start a Hedge Fund: Lessons for Managers and Allocators
Lessons and insights for those trying to understand the hedge fund industry and invest in the next generation of high performers.