Browsing: MiB

     This week, I speak with Som Seif, founder and CEO at Purpose Unlimited. We discuss Som’s journey from engineering to investment banking. They also…

    This week, I speak with Lori Heinel, Global Chief Investment Officer at State Street Investment Management. We discuss her unlikely journey from majoring in…

     This week, I speak with Jason Wenk, founder and CEO of Altruist, a modern custodian for independent financial advisors. We discuss why Jason started…

     This week, I speak with McKeel Hagerty, CEO and Chairman of Hagerty. We discuss how he transformed the family boat insurance business into…

    This week, I speak with David Risher, CEO of Lyft, about his career path from Microsoft and Amazon to leading the ride-sharing platform. We discuss Lyft’s…

     This week, I speak with Carl Richards, author of “Your Money: Reimagining Wealth in Simple Sketches“. They discuss Carl’s unlikely start in finance…

     This week, I speak with Seth Klarman, CEO and portfolio manager of The Baupost Group, a Boston-based investment manager with a multi-strategy approach. Founded…

     This week, I speak with Jean Eric Salata, chair of EQT group. The firm is a purpose-driven global investment organization with over $310…

    On this special bonus episode — as Jalen Brunson and the New York Knicks take on Victory Wembanyama and the San Antonio Spurs in…

    This week, I sit down with Chris Davis, Chairman and Portfolio Manager at Davis Funds. They discuss his approach to managing risk and the…