Chad Summe and Mike Veith, Partners at eGateway Capital, discuss their investment strategy and process, emphasizing the importance of regional and relationship-based sourcing. They share their unconventional paths to investing and highlight the firm's focus on growth stage, enablement technologies. They explore examples such as Overhaul, a supply chain visibility company, and Firework, a digital video commerce company. The speakers also discuss the challenges of growing as an emerging manager and share personal hobbies and life lessons.

Tilly Franklin, CEO and Chief Investment Officer at University of Cambridge Investment Management, discusses her background and work at UCIM, including team development, manager selection, and sustainability. They also talk about her involvement with GAIN, a non-profit introducing women to finance careers. The chapter explores the importance of diversity in investment management and efforts to promote it, along with personal anecdotes and decision making.

George Michelakis, Chief Investment Officer of Gladstone Management, a $2 billion long/short equity hedge fund based in London, talks about his transition from being a chess champion to becoming a successful investor. He discusses the challenges of the long-short equity model, the importance of culture in the investment industry, portfolio construction, short alpha, alignment and incentives within an investment firm, Gladstone's investment process and risk framework, market inefficiencies, and assessing management dynamics and behavior in companies and markets.

The podcast discusses the challenges of generating returns in today's investment landscape and the importance of 'internal alpha'. It introduces Capital Allocators University (CAU) as a platform to train allocators to become industry leaders.

Brian Christiansen, Executive Managing Director and Senior Portfolio Manager at Sands Capital, discusses the firm's investment philosophy, criteria, portfolio construction, and competitive advantage. He shares insights on high-conviction growth investments, the importance of strong business models and management teams, and lessons from successful entrepreneurial and family-run businesses. Additionally, he emphasizes the significance of prioritizing fitness, adapting to new information, and having supportive partners in career development.

Ana Marshall, CIO for the $14B William and Flora Hewlett Foundation, discusses her book 'The Climb to Investment Excellence.' Topics include overcoming challenges, separating opportunity set and manager selection, delusions in investment decision-making, executing investment strategies, challenges and collaboration in the investment industry, and lessons learned from influential figures in the industry.

Ana Marshall, CIO for The William and Flora Hewlett Foundation, discusses various topics including inflation, private equity, liquidity management, China, emerging markets, and ESG. She also talks about 'seeing around corners' in investment strategy and shares her five-year plan and lessons learned. The podcast covers unlearning investing rules, challenges of ESG investing, the Chinese market, and evaluating investment managers.

Ana Marshall, VP and CIO for The William and Flora Hewlett Foundation, discusses her passion for investing, company meetings for manager selection, portfolio structure, measuring risk, perspectives on peers, internal dynamics, and learning from mistakes.

Morgan Housel, partner at Collaborative Fund and author of The Psychology of Money, discusses the success of his book and the power of effective communication in investing. He explores managing expectations, the importance of compounding, and the misrepresentation of risk by fund managers. He also shares insights on joining the board of Markel and the challenge of writing for different audiences.

Morgan Housel, a partner at Collaborative Fund and an investing writer, discusses his unconventional education, writing process, and anecdotes from his book 'The Psychology of Money' covering luck, risk, greed, compounding, patience, and tail events. He also shares personal stories about his own investing and lifelong challenge with stuttering.