Insightful Investor

Tom is co-founder and head of research and portfolio management at StepStone, which manages over $150B and focuses on private markets. Tom shares an overview and insights about the various segments within private markets: equity, credit, real estate, infrastructure and secondaries.

Ted Seides, an investment industry expert with over 30 years of experience, highlights key insights from his tenure at the Yale Endowment, emphasizing long-term thinking and relationship-building with top investors. He delves into the dynamics of hedge funds, advocating for thoughtful portfolio construction and a balance of risk and return. Ted also discusses the evolution of investment strategies, the influence of behavioral finance, and the significance of maintaining objectivity in investment discussions. His journey from investment professional to podcaster reflects the changing landscape of the industry.

Jeffrey is Deputy CIO of DoubleLine Capital, which manages over $90B (as of 6/30/24). Jeffrey provides excellent insights into the big economic picture, the fixed income market, and investment outlook.

Matt is the CIO of Bitwise Asset Management, which pioneered the first crypto index fund in the world. Prior to Bitwise, Matt was the CEO of ETF.com. Matt shares his perspectives on the history of Bitcoin, risks of investing, outlook and much more.

George is the Chief Gold Strategist at State Street Global Advisors. Prior to his decade at State Street, he spent 15 years at the World Gold Council and has been working with gold for about 50 years. George shares insights about the history of gold, how it can serve as a portfolio diversifier and his gold market outlook.

Dan Ivascyn, Group CIO of PIMCO and lead portfolio manager of the PIMCO Income Strategy, shares his wealth of knowledge on fixed income investing. He contrasts fixed income with equities, highlighting its predictable nature. Ivascyn discusses the evolving landscape of fixed income markets and the impact of economic uncertainties, including the federal deficit. He emphasizes the importance of risk management and suggests strategies like TIPS to combat inflation, all while navigating the complexities of the current market environment.

Meb is Co-Founder, CEO and CIO of Cambria Investment Management, which manages about $2.5B (as of 6/30/24). He also started a podcast 8 years ago called the Meb Faber Show where he interviews some of the brightest minds on Wall Street. Meb shares insights about the investment management industry, the financial advisory industry and portfolio construction.

Karen Karniol-Tambour is Co-CIO at Bridgewater Associates, which is one of the world’s largest hedge funds. Drawing from her 18-year career at the firm, she offers valuable insights into her professional journey, Bridgewater's current market outlook, and strategies for effective portfolio construction.

Michael is the Founder of Cendana Capital, a San Francisco-based firm that invests in very early-stage venture capital funds globally. Kelli Fontaine joined the firm 6 years ago and is a Partner. Cendana was launched in 2010 and has over $2B in assets (as of 3/31/24). Michael and Kelli provide insights into the world of VC and seed investing, why they prefer smaller funds and how they select managers.

Jacob is a Partner and Portfolio Manager at Glynn Capital Management, which invests in private and public technology growth companies. The firm was founded 50 years ago and Jacob has been right at the forefront, witnessing AI innovation up close and regularly interfacing with pioneers from top private and public technology companies. With this uniquely insightful vantage point and a talent for simplifying complexity, Jacob summarizes artificial intelligence into easily understandable explanations.