Aug 29, 2022
On today’s show we’ll discuss a classic empty room – an
opportunity ignored by most investors. In this case, we dive into
the investment case for Venezuela, a non-starter for pretty much
every institution because of the country’s autocratic political
regime, sanctions, and headline risk. But alongside those...
Aug 22, 2022
Carla Harris is a Senior Client Advisor at Morgan Stanley, the
most recent of many posts in her 35-year career at the firm that
included serving as Vice Chairman of Wealth Management, heading the
Emerging Manager platform, and running deals for decades as an
investment banker and capital markets professional. She is...
Aug 18, 2022
On today’s Manager Meeting, David Huang interviews Howard
Smith. David is an Associate Director at UTIMCO, the $66 billion
investment company that manages the largest public endowment fund
in the country. Howard is a Partner and Portfolio Manager of the
Japan strategies at Indus Capital, an Asia-focused
investment...
Aug 15, 2022
Paul Enright is a private investor managing his own capital under single family office, Krainos Capital. Paul opened Krainos after a dozen years at Viking Global Investors, the multi-billion dollar long-short equity hedge fund that also has been one of the most successful breeding grounds for talent in the industry. He...
Aug 8, 2022
Brent Montgomery is the CEO of Wheelhouse Group, a family office where he creates entertainment content and a venture capital fund that invests in businesses to amplify brands around talent. Brent is a media producer and operator whose first hit was Pawn Stars at his first production company, Leftfield Pictures. He...