Best Polen Podcasts (2024)

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49: $500 Million Female Led Fund Team Within a $65 B Multi-Boutique | Small Cap Growth Specialist Rayna Lesser Hannaway of Polen Capital on Owning Your Story | Why Culture and Qualitative Matter | How ... 1:05:13

9d ago1:05:13

1:05:13

There’s nothing a woman in a power suit can’t do. Shake up a male-dominated industry? Check. Redefine leadership? Check. Inspire generations to come? Check. In this episode, Rayna Lesser Hannaway shares her inspiration for doing all of the above. Listen as Rayna and Stacy discuss: • Her backstory– from looking up to her fierce, go-getter lawyer mom…

1
Ep. 14: Accurate Dimensions Affect the Bottom Line with Todd Polen of OD & Glenn Zalusky of Rice Lake Weighing Systems 21:32

10d ago21:32

21:32

Every inch counts when it comes to shipping, and accurate dimensioning can tip the scales in your favor. When weighing options, precise pallet dimensioning can make shipping faster and more efficient while reducing surprises on the final bill. Host Jonathan Betz is joined by Todd Polen, Vice President of Pricing Systems at Old Dominion, and Glenn Z…

1
50: Private Credit Opportunities in an Undercapitalized Fast Growing Industry | Meet Altmore Co-founders Steve Ham and Patrick Kim Specialists with $300 Million in Cannabis Capital | Why More Family Offices ... 49:02

2d ago49:02

49:02

Cannabis capital curious? Steve Ham and Patrick Kim of Altmore Capital are here to show you the way. Although it has advanced considerably over the past half-dozen years, the U.S. cannabis industry remains full of complexities as it rapidly matures. That’s why today, Stacy and the Altmore team are covering: The current cannabis capital landscape Pr…

1
48: $4B RIA Platform Chief Behavioral Officer Brendan Frazier of RFG Advisory on the Power of People First | How Listening More Will Get You More Meetings | Why Salespeople Need to Drive Toward No 1:04:46

16d ago1:04:46

1:04:46

Most boutique firms strive to raise more funds and stay ahead of market trends. But they lack one key ingredient that the bigs have in their back pockets– behavioral finance expertise. Today, Brendan Frazier, Chief Behavioral Officer of the $4B RIA platform RFG Advisory, is here to level the playing field. Listen in as he and Stacy discuss: The uni…

1
47: $83B Investment Strategist Doug Huber of Wealth Enhancement Group on the Evolution of Manager Research | Balancing the Binary in Investment Management | Why Qualitative Matters in Due Diligence 51:32

23d ago51:32

51:32

Fund buyers know investing is more of an art than a math equation. Not convinced? After listening to this interview with Doug Huber, VP of Investment Strategy at Wealth Enhancement Group, you will be. Get a glimpse inside the mind of an allocator in part 3 of our Ask an Allocator series, where Stacy and Doug discuss: His Backstory – from car fanati…

1
Interview with Steve Scruggs, Portfolio Manager of the FPA Queens Road Small Cap Value Fund 1:16:24

24d ago1:16:24

1:16:24

About the FPA Queens Road Small Cap Value Fund What criterial he looks for when investing in a business Portfolio management philosophy and cash position Being a generalist Avoiding making macro predictions The research process and industries he tends to avoid His four-pillar investing framework and research process Valuation and DCF modeling What …

1
46: Can Global Giants and Focused Specialists Co-Exist? | $500B Industry Think Tank CEO Dani Hristova of the Independent Investment Management Initiative on Building a Successful Boutique | Why Story is ... 56:53

1M ago56:53

56:53

There's room for everyone at the table in the fund world—not just the bigs, but have fund buyers gotten the memo? Thanks to champions like Dani Hristova, who are relentless about spotlighting the underdogs, fund buyers can thrive. As CEO of the Independent Investment Management Initiative–a networking group representing 45 firms and $500B in assets…

1
45: $700 Million Small Cap Credit Fund Manager Hunter Hayes of Intrepid Capital on Building a New Strategy Within a Successful Boutique | How Owning Your Different Unlocks Growth | Why Specializing is ... 58:51

1M ago58:51

58:51

If your analytical brain needs FACTS to back up the power of left-brain growth tactics, you’re in luck. Today's guest, Hunter Hayes, combines his classical piano training with impressive business sense, showing that there’s real power in combining art and science to edge ahead in the fund world. In this episode, he and Stacy discuss: His journey fr…

1
Interview with Bill Miller IV of Miller Value Partners 1:06:53

1M ago1:06:53

1:06:53

About Miller Value Partners Investing strategy and philosophy Why being too dogmatic about the definition of value may not work in your favor Portfolio management philosophy Risk Management On why he doesn’t short or use options His thesis on bitcoin and why he considers himself to be a massive bitcoin bull Thesis on Microstrategy as the largest co…

1
Interview with Ric Dillon, founder and CEO of Vela Investment Management 50:03

1M ago50:03

50:03

About Vela Investment Management Vela investment philosophy Vela portfolio management philosophy Why he offers a long/short strategy and uses options Vela’s iterative research process Idea generation Ric’s macro views Vela’s valuation methodology Selling vs trimming What’s next for Vela Investment Management ****************************************…

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44: $1.5B RIA Founder Chad Willardson of Pacific Capital on Entrepreneurship | How Your Authentic Story Can Fuel Growth | Why Mindset in Money Matters 48:09

1M ago48:09

48:09

The impressively bold mindset that drove Chad Willardson to leave behind a million-dollar salary and a top 1% client base to build his own firm from scratch is the same mindset that grew his firm to $1.5B AUM and earned him the status of 5X bestselling author. In fact, Chad’s story is proof that thinking like an entrepreneur can take you far in the…

1
Ep. 13: Packaging Sciences: Exploring the Future with Clemson Univ.’s Dr. Greg Batt & Geoff Stephany of OD 27:38

1M ago27:38

27:38

Whether you are shipping across the country or around the world, the right packaging makes all the difference. As the emphasis on sustainability intensifies, the industry is rapidly evolving, with data playing a vital role. But cost and fragility of freight are factors that need to be considered. Host Jonathan Betz is joined by Dr. Greg Batt, an As…

1
43: $4B Boutique Co-Founder Rodney Herenton of Channing Capital Management on Building a Platform of Specialists | The Importance of Legacy in Asset Management | Why Differentiation is the Future | “Meet ... 50:59

2M ago50:59

50:59

With a $70 million seed investment and a vision, Rodney Herenton and his co-founder Wendell Mackey launched Channing Capital Management. This isn’t your typical startup story. This episode is a masterclass on differentiation, defying the odds, and the power of effective collaboration. Listen in as Rodney and Stacy discuss: ● The birth of Channing C…

1
#35 - Hur kan vi mäta våra resemönster genom att analysera mobildata 30:47

2M ago30:47

30:47

I det här avsnittet av Tyréns podcast ”Framtidsvisioner” samtalar vi med Christian Lewenhaupt, affärsutvecklare på Telia Crowd Insight, och Jonas Hedlund, trafikplanerare på Tyréns. De berättar om hur mobilmastdata fungerar, hur man analyserar informationen, vad den kan användas till och den stora potentialen när vi bygger våra framtida samhällen –…

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42: $4B Family Office Co-Founder Khaled Said on Entrepreneurship | Why Story Is a Differentiator | How Collaboration, Creativity, and Courage Are Key to Serving Clients Well 1:02:05

2M ago1:02:05

1:02:05

The second generation in wealthy families could choose a safe path within the family business. But today's guest, Khaled Said, dared to pave his own way, co-founding Capital Generation Partners, a $4B London-based family office. While his choice to take the leap paid off, he didn’t gain success overnight. His backstory is filled with twists and tur…

1
41: $1.7B Family Office CIO Paul Bodnar on Differentiation in Investment Management | Why Specialists Matter in a Portfolio Line-Up | “Ask an Allocator” Session 51:18

2M ago51:18

51:18

Get a glimpse inside the mind of an allocator in part 2 of our Ask an Allocator series. Today, you’ll hear from Paul Bodnar, CIO of CM Wealth, a $1.78B Family Office. Listen in as Paul and Stacy discuss: ● His backstory - from college intern at a tech start-up to CIO ● The power of being candid about challenges and failures in meetings ● A common p…

1
Dan Davidowitz (Polen Capital) - Compounding Made Simple 47:12

2M ago47:12

47:12

Dan Davidowitz is lead portfolio manager of Polen Capital’s Focus Growth strategy. We discuss Dan’s evolution as an investor, Polen’s investment guardrails, and other factors that have helped the strategy deliver exceptional returns over the last 35 years. Show notes: [01:16] Dan discusses how he pivoted from public health to investing [02:56] Thou…

1
40: Boutique Founder to $5B CEO to Boutique Founder Again: Adrian Clayton of Northstar Asset Management| The Business of Building an Investment Boutique| How Science, Art and Heart Play a Role in Investment ... 50:50

2M ago50:50

50:50

Imagine this: you've sold your biz and landed what many would consider their dream job at a multi-billion dollar firm. It’s secure and you’re coasting at the top of your game. Now, imagine what it would take to trade it all in to leap back into the great unknown of entrepreneurship and build a boutique from scratch. Guts. That’s what. Today’s guest…

1
39: $200B Asset Management CIO Bill Harding on the Importance of Qualitative Due Diligence | Why Culture is a Source of Alpha | “Ask an Allocator” Session 50:40

3M ago50:40

50:40

Get a glimpse inside the mind of an allocator in part 1 of our Ask an Allocator series. Today, you’ll hear from Bill Harding, CIO of Jackson National, with $29.8B directly managed fund-of-fund assets. Listen in as Bill and Stacy discuss: Bill’s Backstory - from a financial analyst at a cheese manufacturer to CIO at Jackson National What it takes fo…

1
38: $18B Value Investing Portfolio Manager Jim Falbe on Founding His Own Investment Boutique | Why AI is an Amplifier of Classic Value Investing | How People in the Investment Industry Can Help Each Other ... 1:21:13

3M ago1:21:13

1:21:13

Can classic value investing and AI coexist? Today, Jim Falbe is coming on the show to share his playbook for blending timeless strategies with AI WITHOUT losing the personal touch allocators love. In this episode, Jim and Stacy cover: His backstory: o How losing his mom at 13 sparked his passion for financial management o Why he left an investment …

1
Interview with Chris Pavese of Broyhill Asset Management 1:34:58

3M ago1:34:58

1:34:58

Broyhill overview and investment philosophy Portfolio management Risk management Team size and research process and idea generation Macro outlook and incorporation into process Valuation When to sell What Chris is reading ********************************************************** Options are not suitable for all investors and carry significant risk…

1
37: Data Viz Expert James Eagle of Eeagli on the Journey from the Bigs to Entrepreneurship | Why Story is Powerful in Numbers and Narrative | The Art of Authenticity- Owning What Makes Us Different (and ... 55:35

3M ago55:35

55:35

James Eagle spent the bulk of his career telling stories with words, working as a writer for some of the biggest names in asset management. Since then, he’s traded in the proverbial pen for coding software and now he tells stories with data as the founder of his firm Eeagli. Today, James is sitting down with Stacy to discuss: His Backstory: o From …

1
Interview with XPEL CEO Ryan Pape 1:29:37

3M ago1:29:37

1:29:37

Business description Business Model Problems solving and value proposition Market share Pricing power and pricing strategy Balance Sheet Income statement and biggest costs/expenses Future growth opportunities Market penetration Ryan's history at XPEL Margins and returns on invested capital Asset turnover, inventory turnover, and cash conversion cyc…

1
36: Former Fund Manager at a $27B Shop Turned Boutique Founder Greg Dean of Langdon Partners on Entrepreneurship | Why AUM Isn’t the Only Measure of Success | How Different Thinking Leads to Differentiated ... 57:50

3M ago57:50

57:50

Success as a founder is about more than impressive AUM. It’s about maintaining autonomy and connection. It’s about taking pride in what you do, the team you’ve built, and most importantly having fun along the way. Take it from today’s guest, Greg Dean, founder of global small-cap specialist firm Langdon Partners. In this episode, he and Stacy discu…

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35: $3B Alts Platform Co-Founder Turned $3B RIA Founder Dick Pfister of Alphacore on Innovation in Alternatives and Advisory| Why the 60/40 Model Needed a Reset | How to Launch, Build, and Scale a New ... 53:53

4M ago53:53

53:53

Most advisors aim to put their clients first. But, many fall short by leaning on status quo strategies - like 60/40 - that don’t necessarily serve their people in the best way possible. Today’s guest has built not one, but two billion-dollar businesses. By asking “why not?” and differentiating his investment strategy, $3B RIA founder Dick Phister c…

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#34 - Energiomställning och flexibilitet i nätet 48:00

4M ago48:00

48:00

I avsnitt #34 av Tyréns podcast samtalar Martin Olin, Strategisk projektledare och ansvarig e-mobilitet på Energiföretagen och David Larsson, Uppdragsansvarig hållbar energiförsörjning på Tyréns, om behovet av att tänka nytt och få in mer flexibilitet i elsystemet.By Tyréns

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Interview with Win Murray, Director of Research at Diamond Hill (former DoR at Harris Oakmark) 1:21:06

4M ago1:21:06

1:21:06

Diamond Hill is a philosophically pure intrinsic value investing firm Living in Columbus, The Austin of Ohio What makes a great equity analyst vs an average analyst How to determine investing team size (using math) Analyst productivity and how that leads to a better opportunity set and ultimately better client outcomes Generalist vs specialist anal…

1
34: Trillion Dollar Wirehouse, Trillion Dollar RIA Custodian, Boutique Consultancy Founder Tim Welsh of Nexus Strategy on the RIA Industry | Why Founder-Led Sales Matters in Fintech and Investments | The ... 39:28

4M ago39:28

39:28

A founder's journey never truly ends. Sometimes, that feels like a blessing and a curse, all at once. Hearing 'no' over and over again gets old! Today, Tim Welsh, founder of boutique consultancy Nexus Strategy, joins Stacy to talk about why the double-edged sword of foundership is more of a blessing than a curse. While Tim’s initial journey as a fo…

1
Ep. 12: Emerging Technologies, API Standardization, and the Future of LTL Shipping with OD’s Barry Craver and NMFTA’s Paul Dugent 21:51

4M ago21:51

21:51

Automation and digitization are rapidly transforming the LTL industry, enabling greater transparency and visibility. Seamless technology fosters improved planning, pricing, service, and relationships among carriers and shippers. Host Jonathan Betz speaks with Barry Craver, VP of Technology at Old Dominion, who served OD on the business side for twe…

1
Robbie Robertson (Personal Assets Trust) - Trust Matters 41:46

4M ago41:46

41:46

In this episode we speak to Robbie Robertson. Robbie is on the Board of Personal Assets Trust and spent a nearly 40-year career in the investment trust industry. We discuss the evolution of the investment trust industry, the advantages of a closed-end structure and the role Personal Assets Trust can play in a portfolio. Show notes: [01:28] A differ…

1
33: New School Marketing Strategies Power a $420 Million RIA Led by Matt Blocki and Jamison Wealth, Partners of EWA | How Content Marketing Can Grow a Boutique | Why Specialization Creates More Opportunity ... 59:31

4M ago59:31

59:31

If you're tired of the same old business strategies (that don’t even work for boutiques) and want to carve a path to uncommon success, it's time to challenge the status quo. Not sure how? You’re in luck with this episode. Matt Blocki and Jamison Smith from Equilibrium Wealth Advisors are coming on the show to share their rebel playbook for success.…

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32: $1.2B Manager of Managers Turned Fintech Founder Lucy Walker of AM Insights on the Power of Data in Distribution | How Meetings are Improved When Fund Managers Ditch the Pitch | Why Different is Better ... 57:59

4M ago57:59

57:59

Fund managers, it’s time to ditch the pitch deck of doom. It’s not helping you differentiate. It’s putting allocators to sleep. Take it from Lucy Walker, Founder of data platform AM Insights, who spent the bulk of her career as a manager of managers allocating over $1B at specialist firm Sarasin Partners in the UK. She knows this business inside an…

1
Interview with Dan Davidowitz of Polen Capital 1:31:58

4M ago1:31:58

1:31:58

Polen Capital's culture: radical candor, autonomy, mastery, purpose Investing philosophy: competitive advantages, concentrated portfolios (20-25 stocks), position sizing Large Company Focus Growth Strategy: 132 stocks in 35 years, largest position in Amazon Risk management: eliminate risky businesses Analysis of Visa, MasterCard, cyclicals Team str…

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31: $30B RIA Platform Co-Founder Scott Colangelo on Entrepreneurship in Financial Services| Why Collaboration is the Future of Growth | How to Innovate Product Development and Put People First 51:19

5M ago51:19

51:19

Ever wondered how the giants in financial advisory scale? Today, join Stacy and Scott Colangelo, Chairman and Managing Partner of Prime Capital Investment, a $30B powerhouse, for an exclusive look behind the scenes. Listen in as they discuss: His backstory – what he learned about from watching his dad succeed in financial management after starting …

1
Estimating mid-cycle, normalized earnings with Alex Fitch and Michael Nicolas from Harris Associates (Oakmark Funds) 1:06:04

5M ago1:06:04

1:06:04

How Harris Oakmark thinks about and defines value investing Mid-cycle earnings and why they are important (using the coin flip analogy) CBRE example of mid-cycle earnings Banks and SCHW example of mid-cycle earnings Additional common adjustments they make to get to true normalized economic earnings power Estimating normalized earnings for software …

1
Jim Strang (HgCapital Trust) - Building an Experience Curve in Business Software 41:39

5M ago41:39

41:39

In this episode we speak to Jim Strang, Chairman of HGCapital Trust. The Trust has an outstanding track record investing in business-to-business software companies. We discuss the evolution in private markets over Jim’s career, the benefits of specialisation and the reasons behind Hg Capital’s success. Show notes: [01:15] Jim discusses his early ca…

1
Interview with Todd Ahlsten of Parnassus Investments 1:10:12

6M ago1:10:12

1:10:12

Todd Ahlsten is the Chief Investment Officer and Portfolio Manager of Parnassus Investments. Todd is also a panelist on the prestigious Barron's Roundtable. In this episode, we discuss Todd's background, investment process, and what he sees in the market today. Listen in for topics like: - How did Todd become CIO of Parnassus? - What makes a succes…

1
Ep. 11: How Can Shippers Use Data to Guide Their Decision-Making? With OD CEO Marty Freeman and Mastio’s Kevin Huntsman 20:31

6M ago20:31

20:31

The findings from Mastio’s annual study of LTL carriers help shippers evaluate carriers based on many important attributes. Shippers need to choose the right partner when selecting a carrier. Shippers want to ensure that their freight will make it to their customers on time and damage-free. What tools are available to help shippers choose the right…

1
30: The Psychology of Sales w/ Dr. Daniel Crosby and Stacy Havener | The Scientist & The Storyteller | Why Typical Fund Managers Tell Terrible Stories (and How to Make Sure You Nail Your Narrative) 50:58

7M ago50:58

50:58

Fund managers, buckle up! In Part 4 of 'The Scientist and The Storyteller' series, Dr. Daniel Crosby, a behavioral psychologist is back and ready to tell you the cold hard truth about why your brain might be sabotaging your storytelling game. Listen in as he and Stacy discuss: Why our brains cling to conformity, killing our chances of standing out …

1
#33 - Energiomställningen ur en nätägares perspektiv 45:12

7M ago45:12

45:12

I avsnitt #33 av Tyréns podcast samtalar Fredrik Svensson, Elnätschef på Kristinehamns Elnät, Joakim Johansson, VD på Linde Energi och Mikael Carlson, Uppdragsansvarig elkraftsingenjör på Tyréns, om vad energiomställningen innebär för nätägarna.By Tyréns

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29: Should You Launch an Investment Boutique? Answer These 5 Questions 34:14

7M ago34:14

34:14

If you’re a talented fund manager you’ve probably asked yourself, “Should I start an investment boutique?” at some point or another. And I get it - the idea of being an entrepreneur sounds incredible. And there’s nothing that will fill you with more pride (and fear) than going out on your own. But before you jump ship, it’s crucial to ask yourself …

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28: Value Investing Specialist Sean Peche of Ranmore Funds on Building a Boutique After Years at $35B Bigs | How Boutiques Will Win with a Different Playbook (and LinkedIn Is In It) | Why Numbers and Narrative ... 1:03:40

8M ago1:03:40

1:03:40

Let’s be real: boutique building is no walk in the park; it's a rollercoaster of gutsy moves and unexpected comebacks. Today, we’re sitting down with a guest who knows all about that. Meet Sean Peche, a value investing specialist who's transitioned from the $35B big leagues to crafting his own firm. In this episode, Sean and Stacy unpack: His Backs…

1
Interview with Chris Bloomstran 1:39:14

8M ago1:39:14

1:39:14

2:00 On Semper Augustus investing philosophy and process 4:00 On what it means to be an “opportunistic” value investor 12:00 What the Semper Augustus portfolio-level metrics look like relative to the S&P 500 20:00 Why he thinks stocks are attractively valued today 24:00 On how he thinks about valuation 37:00 Chris shares his lessons from studying h…

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27: $250B AUM Leadership & Talent Exec Michael Futterman on Preventing Founder Burnout | Why Performance is Table Stakes | How to Stay in the Game Even When It’s Difficult and Celebrate the Small Wins 1:01:14

8M ago1:01:14

1:01:14

Building a boutique is no cake walk. But it’s easier to stay on the grind when your mindset is in check. Today’s guest, Michael Futterman – the brains behind leadership development for mammoth asset managers (think $600B+ industry giants) and coach for emerging fund managers is just the guy to help you get into a headspace that’ll allow you to edge…

1
Ep. 10: Unpacking the Freight Classification System with Expert Erin Topper 17:14

8M ago17:14

17:14

Understanding freight classification is a critical part of the shipping process. If freight is not properly classified or wrong item numbers are used, the most accurate rates may not be applied, which can lead to an unwelcome surprise on the final bill. Understanding these classifications is critical to a business, but why is it a struggle for some…

1
Interview with Quoc Tran 50:06

8M ago50:06

50:06

2:00 – Quoc’s concentrated investing philosophy and portfolio-level metrics 5:00 – Three different categories of stocks Quoc typically invests in 6:00 – Portfolio management philosophy 7:00 – Different layers of risk management 11:00 – On using data to make process improvements such as a moat trajectory review and ESG research 21:00 – Quoc dives de…

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26: From Start-up to $6B Specialist CEO Robin John of Eventide on Building a Boutique | The Power of Founder-Led Sales | Why Every Fund Manager Needs a Mission Bigger Than Themselves 51:57

8M ago51:57

51:57

Meet Robin John, the CEO of Eventide, a $6B asset management firm. Robin and his co-founder defied the odds, launching Eventide in 2008 with no track record, no assets, but unwavering belief. 15 years and $6B dollars later, we know they were onto something. Listen in as he and Stacy discuss: ● His backstory – How watching his mother do meaningful w…

1
Stuart Widdowson (Odyssean Capital) - Concentrating on UK Smaller Companies 47:53

8M ago47:53

47:53

Stuart Widdowson founded Odyssean Capital, is co-manager of the Odyssean Investment Trust, and has a wealth of experience investing in UK-listed smaller companies. We discuss the lessons Stuart has applied to public equity investing from his days in private equity, the rewards derived from investing in good quality companies that can be improved, a…

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25: From a $20B RIA to One of the World’s Largest Family Offices John Tennaro Still Has an Eye for Boutiques | Why Boutiques Need to Specialize | The Power of Qualitative: Analysts Can Get the Data, Tell ... 1:03:52

8M ago1:03:52

1:03:52

Some say only small allocators invest in boutiques. Not true. Today's guest, John Tennaro has worked for some of the largest RIAs and family offices in the world, managing double-digit billions and more. And guess what? He’s here to tell you the big guys still have an eye for boutiques. Ready for a tall glass of hope - with a side of tough love adv…

1
Ep. 09: Holiday Shipping Season Expectations with Rutgers Business School’s Dr. Tony Bell and OD’s Steve Hartsell 17:37

8M ago17:37

17:37

Customer expectations are growing as economic stress factors remain, giving rise to an uncertain holiday season. Retailers face their peak period during this season of shopping and shipping. This year appears to be shaping up like few others. Inflation remains a concern, interest rates continue to rise, and retailers are worried about weakened spen…

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