Podcasts

A conversation with Larry Robbins, the founder and CEO of Glenview Capital Management, about the key factors affecting healthcare today and an assessment of the most attractive equity investments within healthcare. Topics discussed include: The impact on healthcare equities of the recent (and ongoing) U.S. elections Healthcare policy under a split or potentially all-Democrat government…

A discussion with Richard Roche, a managing director at Little Harbor Advisors, and Steven Lerit, a portfolio manager and the head of risk management for Washington Crossing Advisors about volatility and the multiple factors that play in to it. There are common pathways in the transmission of viruses and volatility. Volatility, like infectious disease, is transmitted…

A conversation with Daniel Oliver, the founder and managing member of Myrmikan Capital, about the value of investing in gold, which has seen its value skyrocket since the beginning of the COVID-19 pandemic. The topics touched on in this conversation include Gold as free-market money because of the stability of its value and why it…

A conversation with renown author and columnist Gordon Chang about China -from the country’s impact on the U.S. presidential election, to the long-term impact its interference could potentially have on the global economy. The discussion is moderated by Robert Akeson, Co-Head of Prime Brokerage for Mirae Asset Securities (USA). Gordon Chang is a Daily Beast columnist and the…

A fireside chat with William Dudley, former New York Fed President and former FOMC Vice Chair, regarding an array of topics impacting the market now and in the future. Topics discussed, among others, include: The COVID-19 pandemic The economy Fiscal policy Monetary policy The conversation is moderated by New York Alternative Investment Roundtable president Alessandra…

Russell Sommers of Baker Tilly discusses ways that smaller firms can prepare for the “new normal” in a post-COVID-19 world. The impact of COVID-19 on our lives and careers is undeniable. In response to the pandemic, most companies have implemented work from home mandates. As our homes and workplaces have merged into one, the stresses…

A discussion with author and executive leadership coach Michael J. Gelb, who talks about his book “How to Think Like Leonardo da Vinci: Seven Steps to Genius Every Day” and how some of the same principles behind da Vinci’s genius can be applied to investing. From some of the ways that you can boost your…

A conversation regarding the content of  the Chartered Alternative Investment Analyst (CAIA) Association’s new Flagship Paper, “The Next Decade of Alternative Investments, From Adolescence to Responsible Citizenship.” Written by CAIA’s Curriculum and Content Team, the paper reviews the rise of alternative investments, the current state of these strategies and gives insight regarding expectations for the…

An in-depth webinar regarding new capital allocation strategies in the pandemic era featuring Erika Karp, Founder & CEO of Cornerstone Capital and Michael Kraten, PhD, Professor of Accounting at Houston Baptist University. Topics discussed include: How “pandemic risk” has entered the lexicon, and how it impacts the long term valuation potential of investment opportunities. How investment…