Spring is upon us (just in time for summer!). My favorite pieces this month came from social media feeds (Twitter and Medium). A sign of the times! Reading 1. Sam Hinke Letter to Investors In early May, I watched the Philadelphia Sixers...
Read moreJohn Pfeffer – Crypto for Institutions (EP. 54)
John Pfeffer is an entrepreneur, investor and author of “An (Institutional) Investor’s Take on Cryptoassets.” He is currently Partner of Pfeffer Capital. In the 2000s, John was a Member at private equity firm KKR, and in the 1990s, he was...
Read moreRoss Israel – Stable, Predictable Cash Flows (EP.53)
Ross Israel is the Head of Global Infrastructure Investments for QIC, Queensland, Australia’s 82B AUZ ($62B USD) investment fund. The Queensland government formed QIC in 1991 to oversee its Superannuation Fund, and the business has since evolved...
Read moreKim Lew – The Carnegie Way (EP.52)
Kim Lew is the Vice President and CIO of Carnegie Corporation, where she is responsible for the investment and oversight of the Corporation’s $3.5 billion Foundation. Kim joined Carnegie in 2007 after spending a dozen years at the Ford...
Read moreCNBC Clip
Back to basics on hedge funds. Watch here
Read morePaul Black – Gratitude, Fun, and Growth Stocks (EP.51)
Paul Black is Co-CEO and portfolio manager at WCM Investment Management, a $26 billion manager of global equities that he joined when it was a $200 million boutique in 1989. With so much of the institutional world, including my own training...
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