Insightful Investor

Jim Carey, Co-CEO of Stone Point Capital, has spent three decades investing across financial services. He discusses the traits of durable businesses, the power of specialization, management adaptability, and conservative leverage. The conversation also explores behavioral pitfalls, underappreciated industry shifts, scaling an investment firm, and how AI may reshape research while leaving human judgment essential.

Jen is the Founder and CEO of Prosek Partners, a leading strategic communications and marketing firm that has advised many of the world's largest asset managers, private equity firms, hedge funds, and financial institutions. We discuss what exceptional founders understand about reputation, how brand creates competitive advantage, the future of communications in an AI-driven world, and why trust remains one of the most valuable assets a business can build.-Past performance is not indicative of future results. This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the MAI Capital Management, LLC ("MAI"), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission ("SEC"). Registration does not imply a certain level of skill or training. Evoke is a division of MAI.Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by any person.While such sources are believed to be reliable, MAI does not assume any responsibility for the accuracy or completeness of such information. MAI does not undertake any obligation to update the information contained herein as of any future date.The content is intended for a general audience and does not constitute a recommendation to buy or sell securities or adopt any investment strategy. Any examples or scenarios discussed are illustrative only, involve risks and uncertainties, and do not guarantee future results. Non-traditional assets carry significant risks and may not be suitable for all investors. Decisions should be based on individual objectives, risk tolerance, and circumstances.Statements herein are general and may not reflect an individual's or entity's specific circumstances or applicable laws, which vary by jurisdiction. Further, speakers' views are personal and may differ from MAI recommendations and are not specific investment advice; and do not consider client objectives, risk tolerance, and diversification. Guests may have current or past relationships with MAI, its affiliates, or the host, including as clients, service providers, or business partners. Participation does not constitute an endorsement or testimonial. No compensation has been paid or received for guest participation unless disclosed. MAI and its affiliates may have business relationships with entities mentioned in this podcast, which could create potential conflicts of interest. These relationships may include advisory services, investment management, or other arrangements. MAI seeks to manage such conflicts consistent with its fiduciary obligations and policies.

Al Chu, natural resources portfolio manager at Man Group and veteran of Citadel, SAC Capital, and Caxton, explores the forces reshaping commodities. They discuss geopolitics, deglobalization, climate volatility, inflation, gold, agriculture, energy, and AI’s demand for power, water, copper, and infrastructure. The conversation also examines commodity cycles, producer equities, active management, and natural resources as portfolio diversifiers.

Jeffrey Sherman, Deputy CIO of DoubleLine Capital, explores the forces reshaping markets for the next decade. They discuss fiscal dominance, stubborn inflation, deglobalization, government debt, and AI-fueled infrastructure spending. The conversation also examines higher bond yields, hidden portfolio concentration, emerging-market income, and how investors can prepare for a fundamentally different market regime.

Todd is CIO of Parnassus Investments, a pioneer in responsible investing founded in 1984 that manages approximately $41B in assets (as of 6/30/26). Todd shares lessons from more than three decades of investing, discussing how durable competitive advantages and increasing relevance can drive long-term compounding, how Parnassus approaches quality and concentration, and where he sees both the promise and pitfalls of today's AI investment cycle.-Past performance is not indicative of future results. This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the MAI Capital Management, LLC ("MAI"), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission ("SEC"). Registration does not imply a certain level of skill or training. Evoke is a division of MAI.Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by any person.While such sources are believed to be reliable, MAI does not assume any responsibility for the accuracy or completeness of such information. MAI does not undertake any obligation to update the information contained herein as of any future date.The content is intended for a general audience and does not constitute a recommendation to buy or sell securities or adopt any investment strategy. Any examples or scenarios discussed are illustrative only, involve risks and uncertainties, and do not guarantee future results. Non-traditional assets carry significant risks and may not be suitable for all investors. Decisions should be based on individual objectives, risk tolerance, and circumstances.Statements herein are general and may not reflect an individual's or entity's specific circumstances or applicable laws, which vary by jurisdiction. Further, speakers' views are personal and may differ from MAI recommendations and are not specific investment advice; and do not consider client objectives, risk tolerance, and diversification. Guests may have current or past relationships with MAI, its affiliates, or the host, including as clients, service providers, or business partners. Participation does not constitute an endorsement or testimonial. No compensation has been paid or received for guest participation unless disclosed. MAI and its affiliates may have business relationships with entities mentioned in this podcast, which could create potential conflicts of interest. These relationships may include advisory services, investment management, or other arrangements. MAI seeks to manage such conflicts consistent with its fiduciary obligations and policies.

Peter Mintzberg, CEO of Grayscale Investments and a veteran of Goldman Sachs and BlackRock, makes the case for digital assets. He explores ETFs, regulation, institutional adoption, portfolio construction, and why volatility is not the same as risk. The conversation also ventures into tokenized ownership, AI-powered blockchain transactions, and how blockchain could reshape markets and expand access to investing.

Peter is the Co-Founder, Chairman, and CEO of Aperture Investors, an alternative investment manager with $6.7B in AUM as of June 2026. Drawing on his experience as CEO of AllianceBernstein and Co-Head of Goldman Sachs Asset Management, he explains how incentives may shape investment outcomes, why asset gathering often conflicts with alpha generation, how investors can better distinguish skill from luck, and why manager selection may become increasingly important in a changing market environment.-Past performance is not indicative of future results. This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the MAI Capital Management, LLC ("MAI"), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission ("SEC"). Registration does not imply a certain level of skill or training. Evoke is a division of MAI.Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by any person.While such sources are believed to be reliable, MAI does not assume any responsibility for the accuracy or completeness of such information. MAI does not undertake any obligation to update the information contained herein as of any future date.The content is intended for a general audience and does not constitute a recommendation to buy or sell securities or adopt any investment strategy. Any examples or scenarios discussed are illustrative only, involve risks and uncertainties, and do not guarantee future results. Non-traditional assets carry significant risks and may not be suitable for all investors. Decisions should be based on individual objectives, risk tolerance, and circumstances.Statements herein are general and may not reflect an individual's or entity's specific circumstances or applicable laws, which vary by jurisdiction. Further, speakers' views are personal and may differ from MAI recommendations and are not specific investment advice; and do not consider client objectives, risk tolerance, and diversification. Guests may have current or past relationships with MAI, its affiliates, or the host, including as clients, service providers, or business partners. Participation does not constitute an endorsement or testimonial. No compensation has been paid or received for guest participation unless disclosed. MAI and its affiliates may have business relationships with entities mentioned in this podcast, which could create potential conflicts of interest. These relationships may include advisory services, investment management, or other arrangements. MAI seeks to manage such conflicts consistent with its fiduciary obligations and policies.

Bob is Executive Chairman and Co-Founder of Cohen & Steers, the firm he launched with Marty Cohen in 1986 that helped pioneer public real estate investing and has grown into a $100 billion real assets manager (as of 6/30/26). We discuss the evolution of real estate and real assets over four decades, the conviction required to build an investment category before it was widely accepted, and the principles behind creating an enduring investment firm.-Past performance is not indicative of future results. This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the MAI Capital Management, LLC ("MAI"), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission ("SEC"). Registration does not imply a certain level of skill or training. Evoke is a division of MAI.Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by any person.While such sources are believed to be reliable, MAI does not assume any responsibility for the accuracy or completeness of such information. MAI does not undertake any obligation to update the information contained herein as of any future date.The content is intended for a general audience and does not constitute a recommendation to buy or sell securities or adopt any investment strategy. Any examples or scenarios discussed are illustrative only, involve risks and uncertainties, and do not guarantee future results. Non-traditional assets carry significant risks and may not be suitable for all investors. Decisions should be based on individual objectives, risk tolerance, and circumstances.Statements herein are general and may not reflect an individual's or entity's specific circumstances or applicable laws, which vary by jurisdiction. Further, speakers' views are personal and may differ from MAI recommendations and are not specific investment advice; and do not consider client objectives, risk tolerance, and diversification. Guests may have current or past relationships with MAI, its affiliates, or the host, including as clients, service providers, or business partners. Participation does not constitute an endorsement or testimonial. No compensation has been paid or received for guest participation unless disclosed. MAI and its affiliates may have business relationships with entities mentioned in this podcast, which could create potential conflicts of interest. These relationships may include advisory services, investment management, or other arrangements. MAI seeks to manage such conflicts consistent with its fiduciary obligations and policies.

David Booth, chairman and co-founder of Dimensional Fund Advisors, is a pioneer of evidence-based investing with more than five decades in finance. He explores how academic research transformed investing, why uncertainty creates opportunity, and how diversification lets markets work. They also discuss judging decisions by process rather than outcomes, tuning out market noise, planning over forecasting, and what true wealth really means.

Ken Kencel, Founder, President, and CEO of Churchill Asset Management and veteran leveraged finance leader, discusses private credit’s evolution and where middle-market opportunities persist. He highlights relationship-driven deal flow and why disciplined underwriting, diversification limits, and lender scale matter. He also covers retail adoption, illiquidity risks, and how AI aids but cannot replace long-term sponsor relationships.