Insightful Investor

Alex Shahidi
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Oct 28, 2025 • 59min

#94 - Gabriel Caillaux: Growth Equity in a Tech-Driven Market

Gabe is Co-President at General Atlantic, a global growth equity firm managing approximately $114 billion in assets as of June 2025. He discusses growth equity investing and how GA partners with visionary entrepreneurs to build category-leading companies. The conversation explores technology, market evolution, and collaboration strategies that drive transformational growth.
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Oct 21, 2025 • 1h 14min

#93 - Alex Ehrlich: The Leadership Pyramid, Team-Centered Culture

Alex is founder and CEO of Percapita and a longtime senior executive at Goldman Sachs, UBS, and Morgan Stanley. He shares four decades of insights—from his “Leadership Pyramid” philosophy and the value of a team-centered culture to expanding inclusive banking. Listeners will learn strategies for building resilient organizations and leading with purpose.
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Oct 14, 2025 • 42min

#92 - Kipp deVeer: Steering Ares’ Growth in Alternatives

Kipp deVeer, Co-President of Ares Management, oversees a massive $572 billion in assets, guiding the firm’s global alternatives platform. He shares insights on Ares’ rapid evolution and the appeal of private markets over public ones. Kipp discusses strategies for maintaining company culture while scaling and the impact of retail interest in private credit. He highlights the importance of adaptability in leadership, emphasizing transparency and communication as keys to success. Expect valuable perspectives on the future of investment in a changing landscape.
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Oct 7, 2025 • 41min

#91 - Steven Romick: Value, Quality, and Adaptability

Steven is Co-Managing Partner of First Pacific Advisors and long-time steward of the FPA Crescent Fund’s flexible, risk-aware approach, with FPA managing $28 billion as of June 2025. In this episode, Steven shares wisdom from three decades of investing—how prioritizing margin of safety, business quality, adaptability, value, and a relentless focus on avoiding permanent capital loss have shaped his enduring philosophy.
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Sep 30, 2025 • 1h 9min

#90 - Adam Blitz: The Hedge Fund Playbook

Adam is CEO and CIO of Evanston Capital Management, overseeing $4.3 billion as of August 2025. Adam shares actionable insights on manager selection, real diversification, and identifying true alpha versus beta—highlighting why most hedge funds fail to add value and how to spot the few that genuinely do.
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Sep 23, 2025 • 1h 4min

#89 - Brock Sutton: Adapting to the AI Era

In this insightful discussion, Brock Sutton, Head of Emerging Client Capabilities at Capital Group, delves into the transformative impact of AI on business workflows and productivity. He explains the complexities of modern AI and its adoption across industries. Brock offers practical strategies for thriving in an AI-driven world, emphasizing the importance of collaboration and breaking tasks into manageable chunks. He also highlights the significance of proprietary data and the evolving roles humans will play in the future alongside AI.
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Sep 16, 2025 • 1h 10min

#88 - Bruno del Ama: Leadership, Spirituality, Growth, Fulfillment

Bruno is a pioneering entrepreneur and co-founder of Global X and Sangha. In this episode, he shares his unique journey from launching a multibillion-dollar asset management firm during the financial crisis to empowering others through peer support and spiritual growth. Bruno offers insights on purposeful leadership, personal fulfillment, and the intersection of business, spirituality, and self-discovery.
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Sep 9, 2025 • 51min

#87 - Eduardo Repetto: Financial Science Meets Portfolio Innovation

Eduardo Repetto, CIO of Avantis Investors, shares his intriguing journey from aeronautical engineer to financial innovator. He highlights the crucial role of scientific problem-solving in investment strategies and the evolution of financial knowledge. Eduardo discusses the power of diversification in mitigating risks while emphasizing the balance between systematic approaches and market adaptability. He also explores how AI can enhance portfolio management, transforming data handling and investor psychology for better decision-making.
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Sep 2, 2025 • 1h 15min

#86 - Jason Thomas: Inflation, AI Economics, Tariffs, Private Markets

In this discussion, Jason Thomas, Head of Global Research and Investment Strategy at Carlyle, shares insights on the new regime of persistent inflation and its implications for portfolio diversification. He highlights the dynamic economic impact of AI, noting its substantial contribution to GDP growth. Jason delves into the evolving roles of private markets and credit, advocating for a focus on inflation-hedged assets like infrastructure. He also examines the effects of tariffs, market concentration risks, and the importance of adapting investment strategies amidst changing economic landscapes.
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Aug 26, 2025 • 1h 5min

#85 - Darell Krasnoff: Wealth Management Evolution, Leadership

Darell, managing partner at Evoke Advisors, co-founder of Bel Air Investment Advisors, and ex-Goldman Sachs Partner and manager of their Los Angeles office for private client services in the 1990s, shares insights on the evolution of wealth management, the centrality of trust and transparency, and how AI is reshaping the industry. He reflects on the advisor-client relationship, leadership, and the importance of diversification and patience in investing.

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