Best Investment Services Aris Podcasts (2024)

1
Scott Bessent - Macro Maven (EP.415) 1:01:33

8h ago1:01:33

1:01:33

Scott Bessent is the CEO and CIO of Key Square Group and a renowned global macro investor. His 40-year investment career has included two stints at Soros Fund Management, the first for a decade under Stan Druckenmiller and the second for five as CIO. In between, Scott launched a hedge fund, retired, and joined me at Protégé Partners when he learned…

51
Ep 182: Manny Pohl - Crafting a Legacy: Insights on Building a Fund Management Firm 39:21

1d ago39:21

39:21

This podcast episode from "Inside the Rope" features an in-depth conversation with Manny Pohl, a South African-born investment professional who transitioned to Australia and became a key figure in fund management, including building the firms Hyperion and ECP Asset Management.Manny reflects on the importance of humility, teamwork, and building a bu…

1
Ricky Sandler - Evolution of Long-Short Equity Investing (EP.414) 1:05:35

2d ago1:05:35

1:05:35

Ricky Sandler is one of the OGs of fundamental long-short equity investing. Ricky started managing a hedge fund thirty years ago and founded Eminence Capital a few years later. Today, he is the CEO and CIO at Eminence, where he oversees $7 billion across long-short, long-only, and long-extension strategies. Our conversation covers Ricky’s path to l…

1
WTT: Yale Backs Emerging Managers… and Then What? 16:05

5d ago16:05

16:05

The Yale Investments Office will soon select its first round of Prospect Fellowship recipients. I’ve been thinking about why Yale launched the Fellowship and what might happen as it rolls out. Yale, emerging managers, and other allocators have opportunities and risks arising from the program, including some potential unintended consequences. Read T…

1
Brad Briner - Family Office to Public Service (EP.413) 58:34

9d ago58:34

58:34

Brad Briner is the leading candidate for the Treasurer of North Carolina in the upcoming November election, a role that includes managing the state’s $115 billion pension fund. Brad put himself in the ring for the seat after twenty-five years of investment experience, serving most recently as Co-CIO of Willett Advisors, Michael Bloomberg’s family o…

1
[REPLAY] Steve Rattner – Overseeing Michael Bloomberg’s Family Office (Capital Allocators, EP.113) 52:49

9d ago52:49

52:49

Steve Rattner is the Chairman and CEO of Willett Advisors, which invests former New York Mayor Michael Bloomberg’s personal and philanthropic assets. Steve’s career has ranged from a journalist for the New York Times to investment banking at Lehman Brothers, Morgan Stanley and Lazard Freres, to founding private equity firm Quadrangle Group, and las…

1
Ep 181: Dafina Toncheva - From Communism to Capitalism; and Navigating the Future of Venture Capital 41:13

18d ago41:13

41:13

In this episode of Inside the Rope, David interviews Dafina Toncheva, a general partner at the US-based venture capital firm, USVP. Dafina shares her inspiring journey from growing up in Communist Bulgaria to earning a scholarship to Harvard and completing her MBA at Stanford. Now a prominent figure in venture capital, Dafina discusses USVP's histo…

1
Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412) 51:34

16d ago51:34

51:34

Matt Miller is the Managing Director of Grey Rock Investment Partners. Matt co-founded Grey Rock as a traditional oil and gas manager in 2013. Today, the firm manages $1 billion across both natural resources and renewables by identifying attractive niches in each that do not tradeoff human interest for returns. Our conversation covers Matt’s path t…

1
Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411) 52:35

21d ago52:35

52:35

Kristof Gleich is the President and CIO of Harbor Capital Advisors. Harbor is a forty-year old firm that manages $62 billion by partnering with boutique active managers to roll out active ETFs, collective investment trusts, and historically, mutual funds. Kristof joined Harbor in 2018 and watched as the actively managed mutual fund company had $22 …

1
[REPLAY] Dan Ariely – The Human Capital Factor (Capital Allocators, EP.195) 58:45

26d ago58:45

58:45

Dan Ariely is a leading behavioral economist, author, entrepreneur and the James B. Duke Professor of Psychology and Behavioral Economics at Duke University. Dan is a founding partner of Irrational Capital, an investment research firm that quantifies the impact of corporate culture and employee motivation on financial performance. My initial conver…

1
Stephen Nesbitt – Innovation in Private Markets for RIAs (EP.410) 45:26

23d ago45:26

45:26

Stephen Nesbitt is the CEO and CIO of Cliffwater, an investment consultant and asset management firm specializing in alternative that oversees a combined $110 billion, including $30 billion in private market interval funds that begin just five years ago. Steve founded Cliffwater in 2004 to serve the burgeoning institutional market for alternative i…

1
Ep 180: Michael Rosen - Hedged for Success: Convertible Bonds Explained 35:17

30d ago35:17

35:17

In this episode of Inside the Rope, David speaks with Michael Rosen, co-founder and CEO of Context Capital. They discuss his journey in finance and the founding of the firm. Michael covers his career managing a mutual fund group and the decision to start Context Capital after recognising the limits of traditional mutual funds, particularly the lack…

1
David Salem - Investment Wisdom from the Owner's Box (EP.409) 1:05:25

1M ago1:05:25

1:05:25

David Salem has been a pioneer, practitioner and student of institutional investing for the last forty years. David was the founding president and CIO of The Investment Fund for Foundations (TIFF), which he led for nearly two decades until 2010. Since then, he has managed a multi-family office, worked and wrote alongside Ben Hunt at Epsilon Theory,…

1
Rahul Moodgal – Master Fund Raiser Returns (EP.408) 46:11

1M ago46:11

46:11

Rahul Moodgal and I first met twenty years ago in his early days in the hedge fund business. We had been friends and professional acquaintances with mutual respect ever since, but an inflection in both our personal and professional relationships came after his appearance on the podcast five years ago. That conversation, sharing his incredible story…

1
[REPLAY] Rahul Moodgal - Master Fund Raiser (EP.87) 1:01:10

1M ago1:01:10

1:01:10

Rahul Moodgal has spent 20 years as a fund raiser across long only strategies, hedge funds, fund of funds, customized solutions, start-ups, and non-profits. Collectively, Rahul has raised and helped raise $60 billion for firms since 2005. He started his career in the industry at powerhouse TT International, and later joined The Children’s Investmen…

1
Toby Rodes - Unlocking Value in Japan (EP.407) 55:57

1M ago55:57

55:57

Toby Rodes is the Co-Founder and Managing Partner at Kaname Capital, a value- and quality-oriented manager of small-cap Japanese equities. Our conversation covers the case for Japan and why this time is different. We discuss Toby’s deep-rooted fascination with Japan, his education in Japanese culture, and his transition to investing on the sell sid…

1
Ep 179: Jim Eddy - Real Estate to Rides: The history and success of Jamberoo 1:02:32

1M ago1:02:32

1:02:32

In this episode of Inside the Rope, host David Clark interviews Jim Eddy, founder and CEO of Jamberoo Action Park, a successful entrepreneur from Wollongong. Jim shares his journey, discussing how his background in real estate investment and overcoming personal challenges shaped his approach to business.The conversation covers important lessons for…

1
Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406) 1:16:54

2M ago1:16:54

1:16:54

Mike Maples Jr. is a partner at Floodgate, a pre-seed and seed-stage venture capital firm he co-founded in 2006 with Anne Miuro-Ko. He has been on the Forbes Midas list eight times in the last decade and backed Twitter, Lyft, Twitch, Okta, and many others in their earliest stages. Attempting to understand if he had been lucky or skillful, Mike stud…

1
David Breazzano - High Yields and Low Risk at Polen Capital (EP.405) 53:35

2M ago53:35

53:35

Dave Breazzano is the head of the Credit Team at Polen Capital, where he oversees $8 billion of the firm’s $65 billion in assets. Dave is one of the OGs in high yield, having started in the early 1980s and invested continuously through more than forty years since. Our conversation covers some history of the high-yield market alongside Dave’s involv…

1
Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404) 58:24

2M ago58:24

58:24

Jase Auby is the Chief Investment Officer of the Teacher Retirement System of Texas, where he oversees the $200 billion pension fund that’s the fifth largest in the U.S. TRS manages assets that support the retirement security of over two million public education employees in Texas, and has long been known as a thought-leading steward of capital in …

Podcasts Worth a Listen

Investment Services Aris Podcasts

Podcasts Worth a Listen

1
Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

1
Inside the Rope with David Clark

David Clark

1
Halo Femtech

Ari Krzyzek & Kung Pik Liu

1
Invest Savvy: Advice You Need to Know

Alliant Retirement and Investment Services (ARIS)

1
Scott Bessent - Macro Maven (EP.415) 1:01:33

51
Ep 182: Manny Pohl - Crafting a Legacy: Insights on Building a Fund Management Firm 39:21

1
Ricky Sandler - Evolution of Long-Short Equity Investing (EP.414) 1:05:35

1
WTT: Yale Backs Emerging Managers… and Then What? 16:05

1
Brad Briner - Family Office to Public Service (EP.413) 58:34

1
[REPLAY] Steve Rattner – Overseeing Michael Bloomberg’s Family Office (Capital Allocators, EP.113) 52:49

1
Ep 181: Dafina Toncheva - From Communism to Capitalism; and Navigating the Future of Venture Capital 41:13

1
Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412) 51:34

1
Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411) 52:35

1
[REPLAY] Dan Ariely – The Human Capital Factor (Capital Allocators, EP.195) 58:45

1
Stephen Nesbitt – Innovation in Private Markets for RIAs (EP.410) 45:26

1
Ep 180: Michael Rosen - Hedged for Success: Convertible Bonds Explained 35:17

1
David Salem - Investment Wisdom from the Owner's Box (EP.409) 1:05:25

1
Rahul Moodgal – Master Fund Raiser Returns (EP.408) 46:11

1
[REPLAY] Rahul Moodgal - Master Fund Raiser (EP.87) 1:01:10

1
Toby Rodes - Unlocking Value in Japan (EP.407) 55:57

1
Ep 179: Jim Eddy - Real Estate to Rides: The history and success of Jamberoo 1:02:32

1
Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406) 1:16:54

1
David Breazzano - High Yields and Low Risk at Polen Capital (EP.405) 53:35

1
Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404) 58:24

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