Capital Allocators – Inside the Institutional Investment Industry

Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)

Oct 12, 2026

Our next guest on the Senior Decision Makers series is Erlina Yeo Terwelp, a Managing Director at Columbia Investment Management Company, where she oversees the endowment's private markets portfolio.

Erlina's path spans investment banking, private equity, growth equity, and family office investing before she joined...

Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)

Oct 8, 2026

Charlie Rose is the Global Head of Real Estate Credit at Invesco, where he oversees an $85 billion global platform. Before joining Invesco, Charlie worked in real estate as an academic researcher, jack-of-all-trades through the financial crisis, and investor up and down the capital stack for eight years at Canyon...

Building the Total Portfolio at Ontario Teachers – Stephen McLennan (EP.518)

Oct 5, 2026

Stephen McLennan is the Co-Chief Investment Officer of the Ontario Teachers' Pension Plan, where he oversees asset allocation for the $300 billion fund responsible for the retirement security of 346,000 teachers. Stephen joined OTPP in 2003 and worked across credit, natural resources, infrastructure, and Total Fund...

Nancy Zimmerman – People, Process, and Fixed Income Arbitrage at Bracebridge (EP.517)

Sep 28, 2026

Nancy Zimmerman is the co-founder and Managing Partner of Bracebridge Capital, a $13 billion alternative asset manager specializing in fixed income arbitrage that she founded over 30 years ago, in 1994, alongside Gabe Sunshine with capital from David Swensen at Yale.

Our conversation traces Nancy’s evolution...

André Perold – Investing Through Exponential Change (EP.516)

Sep 21, 2026

André Perold is the co-founder and CIO of HighVista Strategies, an alternative asset manager overseeing $14 billion that searches for alpha opportunities in structurally inefficient markets. André has twice been a past guest on the show, starting way back with episode #2 and both conversations are replayed on the...