Insightful Investor

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...

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...

David is Chairman and Co-Founder of Dimensional Fund Advisors, a global asset manager with $1.1 trillion in AUM (as of 6/30/26) and one of the pioneering voices in evidence-based investing. He shares lessons from more...

Ken is Founder, President and CEO of Churchill Asset Management, one of the largest private credit managers in the U.S., overseeing more than $66 billion of committed capital. A veteran of leveraged finance with...

Cathie is Founder, CEO, and CIO of ARK Investment Management. We discuss why she believes the current innovation wave is not another 1999, the investment implications of AI and technological convergence, and the key...

Luke, CEO and Chairman of Ridgepost Capital, oversees $43B in AUM (as of 3/31/26) and previously spent over two decades at Goldman Sachs, including as Global Co-Head of Asset Management. He shares how private markets...

Jan is CEO of VanEck, a global investment firm managing over $230 billion. Drawing on decades of studying markets and history, he shares how major macro forces shape investment outcomes, how to position portfolios for...

Steve is the Founder and CEO of New Mountain Capital, an alternative asset manager with ~$60B in AUM as of year-end 2025, and a longtime leader in building firms focused on disciplined, growth-oriented investing. He...

Jason is CEO of Wilshire, overseeing roughly $1.76 trillion in assets under advisement and $176 billion in AUM, and has spent more than two decades helping shape the firm’s evolution beyond its index roots. He shares...

Cathy, Co-Head and Global COO of Real Estate at PGIM, joins us to discuss navigating a $217B real estate platform within a $1.4T firm (as of 12/31/25) and what decades across multiple cycles have taught her about risk...

Sarah is co‑founder, CEO, and portfolio manager at Causeway Capital Management, which she helped launch in 2001 and now manages approximately $68B in assets (as of 3/31/26). She explains how she invests in companies...

Brian is a Partner at Sixth Street, a global investment firm managing over $130 billion in assets as of year‑end 2025. He breaks down how Sixth Street approaches sports as an institutional asset class, from identifying...

Greg is CIO at Man Group, Head of the Americas, and lead PM for the firm’s flagship multi‑strategy fund, overseeing $228B in AUM (as of 3/31/26). He shares how Man Group pursues alpha at scale by fostering collaboration...

Paul is the co-founder, Chairman, and CEO of Sagard, a global alternative asset manager with $45B AUM (as of year-end 2025), and a builder behind platforms like Portage and Diagram spanning fintech investing and venture...

Robert is Founder, Chairman, and CEO of Vista Equity Partners, which manages $107 billion in assets as of year‑end 2025, and a TIME 100 honoree—TIME magazine’s annual list recognizing the world’s most influential...