V7

With: Alberto Rizzoli

Alberto Rizzoli is the CEO and Co-Founder of V7, an AI workflow automation platform for document-heavy industries.

Alberto Rizzoli - V7

Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company

With: Erlina Yeo Terwelp

Erlina Yeo Terwelp is a Managing Director at Columbia Investment Management Company, where she oversees the endowment's private markets portfolio.

Erlina Yeo Terwelp - Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company

Real Estate Credit Over Yield at Invesco

With: Charlie Rose

Charlie Rose is the Global Head of Real Estate Credit at Invesco.

Charlie Rose - Real Estate Credit Over Yield at Invesco

Glenmede

With: Brendan Lloyd

Brendan Lloyd is the CTO at Glenmede, a $50 billion firm spanning wealth management, OCIO, and asset management.

Brendan Lloyd - Glenmede

Building the Total Portfolio at Ontario Teachers

With: Stephen McLennan

Stephen McLennan is the Co-Chief Investment Officer of the Ontario Teachers' Pension Plan.

Stephen McLennan - Building the Total Portfolio at Ontario Teachers

People, Process, and Fixed Income Arbitrage at Bracebridge

With: Nancy Zimmerman

Nancy Zimmerman is the co-founder of Bracebridge Capital, a fixed income arbitrage manager.

Nancy Zimmerman - People, Process, and Fixed Income Arbitrage at Bracebridge

Maverick Real Estate Partners

With: John Kaminsky

John Kaminsky is a Managing Director and the Head of Data Strategy at Maverick Real Estate Partners.

John Kaminsky - Maverick Real Estate Partners

Investing Through Exponential Change

With: Andrè Perold

André Perold is the co-founder and CIO of HighVista Strategies, an alternative asset manager.

Andrè Perold - Investing Through Exponential Change

AI in the Investment Office

With: Abby Barlow, Laura Hill, Brian Sugrue, Jenny Heller, John Lawrence, Matt Bank, Kristin Kallergis Rowland & Jon Webster

I asked 8 CIOs to share how they’re using AI today, including what’s working and what isn’t, the tools they’ve adopted, and where they’re headed next.

Abby Barlow, Laura Hill, Brian Sugrue, Jenny Heller, John Lawrence, Matt Bank, Kristin Kallergis Rowland & Jon Webster - AI in the Investment Office

Petra Funds Group

With: Peter Haskopoulos

Peter Haskopoulos is the Co-founder and CEO of Petra Funds Group.

Peter Haskopoulos - Petra Funds Group

Best of Habit Formation: James Clear

With: James Clear

James Clear, author of last year’s New York Times bestseller Atomic Habits, which has already sold 30 million copies worldwide.

James Clear - Best of Habit Formation: James Clear

Best of Habit Formation: Katy Milkman

With: Katy Milkman

Katy Milkman, the James G. Dinan Professor at The Wharton School of the University of Pennsylvania and the author of How to Change.

Katy Milkman - Best of Habit Formation: Katy Milkman

Best of Negotiations: Chris Voss

With: Chris Voss

Chris Voss is the founder of the Black Swan Group, where he teaches the art of negotiation.

Chris Voss - Best of Negotiations: Chris Voss

Best of Negotiations: Daylian Cain

With: Daylian Cain

Daylian Cain is a Senior Lecturer in Negotiations, Leadership and Ethics at the Yale University School of Management.

Daylian Cain - Best of Negotiations: Daylian Cain

Best of Storytelling: Matthew Dicks

With: Matthew Dicks

Matthew Dicks is a bestselling author, award-winning storyteller, and consultant on storytelling to Fortune 500 companies, including four of the Mag 7, and nonprofits, including Yale, Harvard, and the FBI.

Matthew Dicks - Best of Storytelling: Matthew Dicks

Best of Storytelling: Donald Miller

With: Donald Miller

Donald Miller is the CEO of StoryBrand and author of ten books that have collectively spent more than a year on New York Times Bestseller lists.

Donald Miller - Best of Storytelling: Donald Miller

Colby College

With: Alex Gentilli

Alex Gentilli is the Director of Investment Operations at the Colby College Office of Investment Management.

Alex Gentilli - Colby College

Best of Pre-Mortem Analysis: Gary Klein

With: Gary Klein, Paul Johnson & Paul Sonkin

This week’s Summer Series covers the pre-mortem analysis with its founder, Gary Klein.

Gary Klein, Paul Johnson & Paul Sonkin - Best of Pre-Mortem Analysis: Gary Klein

Best of Interviewing: Ted Seides

With: Ted Seides

This week’s Summer Series is a highly atypical episode, where I appear as the guest. Matt Breitfelder from Apollo asked to interview me about interviewing.

Ted Seides - Best of Interviewing: Ted Seides

Cutter Associates

With: Natalie McIntyre

Natalie McIntyre is the Global Head of Consulting at Cutter Associates, a research and consulting firm that is focused exclusively on the investment industry.

Natalie McIntyre - Cutter Associates

Best of Decision-Making: Annie Duke (2022)

With: Annie Duke

Annie Duke is a former professional poker player, decision-making expert, best-selling author, and repeat guest.

Annie Duke - Best of Decision-Making: Annie Duke (2022)

Best of Decision-Making: Annie Duke (2018)

With: Annie Duke

Annie Duke is a renowned public speaker and decision strategist. For two decades, she was one of the top poker players in the world.

Annie Duke - Best of Decision-Making: Annie Duke (2018)

Building Durable Real Estate Portfolios at Morgan Stanley

With: Lauren Hochfelder

Lauren Hochfelder is Head of Global Real Assets at Morgan Stanley, where she oversees a team of 300 investment professionals across 13 countries, managing $80 billion across real estate, infrastructure, equity and credit.

Lauren Hochfelder - Building Durable Real Estate Portfolios at Morgan Stanley

Rebuilding the NYU Endowment

With: Michelle Knudsen

Michelle Knudsen is Chief Investment Officer of NYU, where she oversees the university's $8 billion endowment.

Michelle Knudsen - Rebuilding the NYU Endowment

GHR Foundation

With: Andrew Dorle

Andrew Dorle is the Director of Investment Operations and Analytics at GHR Foundation.

Andrew Dorle - GHR Foundation

Senior Decision Makers: Luis Laboy, Hewlett Foundation

With: Luis Laboy

Luis Laboy is Director of Public Equity at the Hewlett Foundation, where he's spent the last decade running the public equity book alongside CIO Ana Marshall — a mentor and colleague he first met nearly thirty years ago.

Luis Laboy - Senior Decision Makers: Luis Laboy, Hewlett Foundation

Roadmap for Private Credit from Australia

With: Frank Danieli

Frank Danieli is Head of Global Credit Solutions at MA Financial Group, an ASX-listed alternative asset manager that oversees A$15 billion ($10 billion) across a broad range of private credit and lending strategies and A$179 billion ($125 billion) in a lending ecosystem platform.

Frank Danieli - Roadmap for Private Credit from Australia

Economic Growth, Governance, and Capital Allocation

With: Dambisa Moyo

Baroness Dambisa Moyo is a global economist, author, board member, and investor who sits at the intersection of public policy, corporate governance, and capital allocation.

Dambisa Moyo - Economic Growth, Governance, and Capital Allocation

Moat Investing Nuances

With: Pat Dorsey

Pat Dorsey is the Founder of Dorsey Asset Management, a $1.7 billion global public equity manager focused on companies with competitive advantages and long investment runways.

Pat Dorsey - Moat Investing Nuances

Paloma Partners

With: Michael DeAddio

Michael DeAddio is the Chief Operating Officer of Paloma Partners, the multi-manager platform founded by Donald Sussman in 1981 — one of the original seeders of firms like D.E. Shaw, Elliott, Canyon, and Caxton.

Michael DeAddio - Paloma Partners

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