A healthy culture is the oxygen by which you accomplish the work of the organization. It breathes life and vitality into the collective work of the enterprise. It gives meaning and connection to a shared purpose or goal. And it is predictive of sustainable outsized investment performance. And yet, cultivating healthy organizations have rarely been a defining characteristic of the investment industry. Why? And how can we accelerate the profession’s social license with a renewed focus on culture? Introduction (0:48) Halftime (45:23) Guests (51:25) Guests: Kim Lew: CEO of Columbia Investment Management Company Jim Dunn: CEO of Verger Capital Management Episode Sources

Delving into the importance of governance in investment management, the podcast explores models of separation of duties, the potential for strong governance to improve returns, and the value of diverse perspectives. It also highlights the challenges of balancing stakeholder interests, navigating outdated governance models, and embracing collaborative innovation in financial governance.

Democratization is a word loaded with independence, equal access and even Americana, it’s a concept that conjures up a binary and heated debate about fairness and liberty of choice but is democratization always good? Is it the government’s role to restrict individual citizens from what they deem risky assets or should we simply demand standards of transparency and reporting and trust adults with their own money?  Listen in to find out more! Introduction (0:47) Halftime (53:30) Guests (59:23) Guests: Joan Solotar, Global Head of Private Wealth Solutions, Blackstone Fran Kinniry, Principal, Head of Vanguard Investment Advisory Research Center, Vanguard Episode Sources

"Private Market Valuations" is a fascinating podcast featuring Scott Kupor and Andrea Auerbach. They delve into the controversial topic of private market valuations, discussing the relevance of interim valuations, challenges in valuing early-stage venture sites, and potential manipulation in the valuation process. The podcast also highlights the client-first mentality of Franklin Templeton Alternatives and explores the impact of the economic environment on VC funds and portfolio companies. The importance of consistency and transparency in private market valuations is emphasized, along with the need for better communication and standardization in the industry.