Investor Exchange

Investor Exchange is collection of series produced by Wellington Management. Hosted by Wellington experts and featuring our global team of investment professionals, this series is a collective education on different asset classes and sectors. You can listen to this podcast and explore each series at Wellington.com and all your podcast platforms.

Investor Exchange is a business podcast hosted by Wellington Management, with 18 episodes on record and a Required Pod Score of 80.

Wellington Management hosts Investor Exchange, a business show with 18 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Investor Exchange

  The evolving landscape of growth financials

  Aug 11, 202620 min

  Financials are no longer just banks and insurance companies. Today's opportunity set spans exchanges, asset managers, private market platforms, data providers, payment networks, and hedge fund businesses—creating a much broader and more dynamic landscape for investors. In the latest episode of Investor Exchange, Chris Perret sits down with Wellington's Ben Krause to discuss: • Why "growth financials" have become an increasingly important area of the market • The evolution of asset management, wealth management, and private markets • How investors should think about recent headlines about private credit • How AI, market structure, and data are shaping the future of exchanges • The growth of hedge fund platforms and what might differentiate successful models Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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  Episode #17

  Rethinking markets in a macro-driven world

  Jun 4, 202619 minS1

  <p>Macro is back. In the latest episode of InvestorExchange, macro strategist Mike Medeiros joins host Chris Perret to discuss inflation, policy uncertainty, and where investors may be mispricing risk across markets.</p> <p>1:57: Policy rates - too tight or too loose?<br> 3:04: How do we get inflation lower in today's market?<br> 5:11: How resilient is the US economy?<br> 7:05: Will AI deliver a productivity boom?<br> 11:15: How will the mid-term elections affect the economy?<br> 14:12: Collaboration at Wellington</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of...

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  Episode #16

  Evergreens: A structural revolution in private equity

  Feb 26, 202627 minS1

  <p>Evergreen funds are reshaping how investors access private markets. In this episode, Mike Trihy explains how these vehicles work, how they differ from traditional drawdown funds, why adoption has accelerated, and how disciplined liquidity management, underwriting, and portfolio construction influence outcomes in venture growth strategies.</p> <p>1:30 – Mike's background in evergreens<br> 3:15 – Defining evergreen funds<br> 8:30 – Comparing evergreen and drawdown funds<br> 11:15 – Managing liquidity in an evergreen context<br> 13:40 – Evergreen's return expectations<br> 15:55 – Potential impacts of AI<br> 17:10 – The role of secondary investments<br> 20:00 – Evergreen pricing<br> 22:45 – The biggest learning curve for evergreens</p><br/> <p>Hosted by Simplecast, an AdsWizz company...

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  Episode #15

  What is climate growth investing?

  Feb 26, 202626 minS1

  <p>In this episode of InvestorExchange, Greg Wasserman, head of private climate investing, examines how the climate opportunity set has evolved since clean tech 1.0. He discusses the shift from capital-intensive hardware toward scalable growth businesses and why he believes cross-sector expertise is critical to underwriting in this expanding market.</p> <p>1:45 – Greg’s two decades in climate investing<br> 4:15 – Defining climate investing<br> 5:45 – Far beyond clean tech 1.0<br> 10:15 – Climate risks versus opportunities<br> 12:15 – Wellington’s investment platform<br> 13:55 – Deglobalization, supply chains, and labor shifts<br> 17:15 – AI, data centers, and automation<br> 19:50 – The value of sector expertise<br> 22:00 – Partnering with founders</p><br/> <p>Hosted by S...

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  Episode #14

  Early-stage investing in an AI-driven market

  Feb 26, 202625 minS1

  <p>In this episode of InvestorExchange, Jackson Cummings, head of Wellington Access Ventures, discusses how early-stage investing is evolving. The conversation explores how expanding sourcing networks can uncover differentiated opportunities, how discipline is maintained across long feedback loops and amid rapid innovation, and how AI-driven shifts are reshaping competition, underwriting, and much more.</p> <p>1:30 – Jackson’s background in early-stage venture  <br> 4:30 – Expanding the investable universe  <br> 6:00 – Building early-stage venture networks  <br> 7:45 – Why founders choose Wellington<br> 9:45 – Discipline through long feedback loops  <br> 11:35 – Understanding the venture J-curve  <br> 14:20 – How AI is reshaping early-stage venture  <br> 17:15 – Diving deep on AI opportunities<br> 20:00 – Underwritin...

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