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Successful InvestorsEpisodes
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Successful Investors
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Episodes of Successful Investors
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Kirk Sims is an opportunity builder. With a career shaped by seizing the right moments at the right time, Kirk works every day to create valuable opportunities for emerging managers. His multifaceted background cultivated guiding principles th
Intellectual curiosity is a guiding principle for Katherine Molnar, CIO at Fairfax County Police Officers Retirement System (PORS). Katherine began investing as a teenager with the money she earned from summer jobs. She regularly questioned the
Growing up in Trinidad, Charmel Maynard was exposed to a wide array of cultures and backgrounds—an experience that taught him the sky’s the limit. Now, as CIO and Treasurer at the University of Miami, Charmel utilizes data-driven and DEI-focuse
Aoifinn Devitt compares her career journey to a “patchwork quilt”, each with a unique meaning and purpose. Her continual quest for knowledge is evidenced in her approach to investing, community-building, and continuing education. Aoifinn curre
Shannon O’Leary is the Chief Investment Officer of the Saint Paul & Minnesota Foundation, a $2 billion community foundation. Since joining the Foundation in 2019, Shannon has thoughtfully implemented DEI and ESG investment strategies to create
As host and founder of the internationally recognized Capital Allocators podcast, Ted Seides gathers insights from an elite group of asset owners and asset managers. Ted’s own story encompasses a wealth of stories. His unique skillset includes
Marcello Sallusti leaves very little up to chance. His success as an investor comes from an incredibly principled and methodical approach to investing. Decisions are qualitatively evaluated and quantitatively researched during the consideration
Short specialist fund manager, Matthew Earl, unearths companies with suspicious or unreliable business practices. Putting his money where his mouth is, Matt shorts these snaky companies—sometimes sharing his research when there’s a strong publi
In 2007, Dr. Ari Bergmann saw an iceberg approaching. Looking at the housing market, Dr. Bergmann’s firm (then called Sentinel Advisors) noticed the leverage of the banks increasing and the banks’ exposure to the housing market increasing—but n
As a bond analyst with AIG Investments, David “Dusty” Granet was charged with hedging the insurer’s risks associated with the European carbon markets. He quickly became hooked with the asset class. His passion for geopolitical supply and demand
With Tanzanian heritage, a UK education, and a deep interest in emerging markets, Karim Jetha founded Longdean Capital. Karim’s early career focus on MENA, and his experience living in the region, informs his current investing strategy. Longdea
In 1999, Val Zlatev stumbled across a group of traders while attending a physics conference in Chicago. Enamored by the energy in the room, Val decided to abandon his boredom in physics and enter the exciting world of finance. This career pivot
When a terrible accident left Joe Peta in a wheelchair and out of work for several months, he took the opportunity to contemplate his 15-year trading career. Exploring the overlap between asset management, sports betting, and the analytic revol
15 years ago, Patricia Lizarraga started noticing that women outperform as both CEOs and investors. The reason is simple: due to various institutional barriers, women have a more difficult time rising to the highest executive ranks in both fina
A fascination with marketplaces and a knack for math is what pushed a young Paul Britton to explore the world of derivatives. However, it was his talent at chess that impressed a senior trader at his first interview with the London Internationa
A book recommendation during undergrad was all it took for Patrick Quinn to uncover his aptitude for investing. As a biochemistry major, Patrick had to then take an unconventional road into the investing world—it was a road that would introduce
As the son of Iranian immigrants who were forced to relocate during the 1980 Iran-Iraq conflict, Cameron Khajavi is no stranger to building things from scratch. His father, an accomplished engineer in Tehran, started mowing lawns in Houston, Te
Starting his own investment firm at a younger age than most, William Heard learned the importance of listening while carving his own path in the equity investing space. William Heard is the founder, CEO, and CIO of Heard Capital. His investing
After a noteworthy decade-long tenure at UBS, Alexandre Challand returned to his true passion in life: wine. Wine had captured Alexandre's imagination as a teenager, back when he convinced his father and uncle to purchase cases of Lafite 1986 f
Jeff Lignelli is the founder, portfolio manager, and CEO of Incline Global Management, a long short equity fund based in New York. Central to Incline Global's philosophy is a rigorous adherence to data and analytics. "When you start a hedge fun
Investors today seem to be enamored with growth in the US tech sector, regardless of valuations. By contrast, Soo Chuen and his team practice the increasingly rare art of contrarian value investing on a global scale. Soo Chuen Tan is President
Paolo Mortarotti is founder and Chief Investment Officer of Tower House Partners—a fundamental equity, long/short manager in London. Part of Paolo’s success as an investor lies in his ability to identify companies that have promising futures, b
Jennifer Heller is President and Chief Investment Officer at Brandywine Group Advisors, advising on $10bn of capital for a small group of families with multi-generational time horizons. This means she is in the field of balancing portfolio obje
By observing what hedge funds are holding in aggregate, one can potentially isolate themes that produce outsized returns. A best ideas strategy involves the creation of an index or basket of stocks based on hedge fund ownership. However, depend
Fahmi Quadir ascended to fame in 2015 when she played a pivotal role among investors shorting Valeant Pharmaceuticals. She appeared on Netflix's Dirty Money series in 2018, discussing her successful short position against the company. At the ti
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