From the stage to the airwaves, creativity drives connection and change. In today’s episode, we explore music, storytelling, and the evolving industry with Young the Giant’s Sameer Gadhia.

In this episode of BodhiBrew, Bodhi’s Creative Director, Confidy Kong, is joined by Sameer Gadhia, lead singer of Young the Giant and host of SiriusXM’s Point of Origin. A songwriter, recording artist, radio personality, and screenwriter, Sameer shares his perspective on creativity both on and off the stage, while reflecting on the evolving landscape of the music industry. Together, they explore the power of creative expression and the ways artists adapt to a changing world.

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In fast-moving markets, short-term strategies demand long-term vision. In today’s episode, we dive into systematic trading, innovation, and culture with Crabel Capital Management’s Michael Pomada and Bodhi’s Dr. Ranjan Bhaduri.

In this episode of BodhiBrew, Bodhi’s CEO, Dr. Ranjan Bhaduri, is joined by Michael Pomada, President and CEO of Crabel Capital Management. With more than 17 years at Crabel, Michael has helped guide the firm into a global leader in systematic, automated trading across futures and foreign exchange. Together, they discuss the realities of short-term CTA strategies and how a strong internal culture has enabled Crabel to remain innovative and competitive in a rapidly evolving market.

From Special Operations to investment boardrooms, the principles of world-class leadership remain the same. In today’s episode, we dive into resilience, teamwork, and innovation through the lens of an elite warrior’s perspective.

In this episode, Bodhi’s Pierre-Philippe Ste-Marie is joined by Retired U.S. Navy SEAL Andrew Sullivan, Founder & CEO of Community First Project, and John Soukas, CEO and Co-founder of Norfolk Green Ventures. Andrew shares leadership lessons from nearly 20 years in Special Operations and his work advancing mental health support for Veterans and First Responders. John brings nearly three decades of hedge fund experience and his focus on seaweed and blue tech innovation, along with his commitment to veteran causes. Together, they explore what it takes to build and lead world-class teams from the battlefield to the boardroom.

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What does it take to maintain relevance and thrive in a constantly evolving financial landscape? In today’s episode, we explore the importance of adaptation, innovation, and culture in shaping a firm’s long-term success.

Bodhi's Founder and CEO, Dr. Ranjan Bhaduri, is joined by Kevin Cole, CEO and CIO of Campbell & Company. With a career spanning over two decades in systematic investing, Kevin shares how the firm has transformed from its roots in trend following to a multi-strategy powerhouse. Together, they discuss the importance of adapting business strategies, fostering a collaborative culture, and leveraging advancements in technology and research. For any young professional looking to understand how top-tier investment firms adapt to stay ahead, this episode is packed with invaluable insights.

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How do pension funds balance long-term security with short-term challenges? In today’s episode, we explore the role of leadership, culture, and innovation in navigating the complexities of managing retirement assets for healthcare workers.

In this very special episode of BodhiBrew, Bodhi's Founder and CEO, Dr. Ranjan Bhaduri, is joined by Jim Keohane, former CEO of the Healthcare of Ontario Pension Plan. Together, they delve into personal insights Jim gained through over 21 years of experience leading one of Canada’s most forward-thinking pension plans including the importance of aligning investment strategies with the firm's mission, the nuances of governance from both CEO and board perspectives, and the critical role of liquidity management during market crises. Don't miss an episode packed with valuable lessons on balancing risk, reward, and responsibility in pension management, shared by a proven leader in the field.

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What does it take to build a world-class pension system and sustain its success over decades? In today’s episode, we delve into the creation of the Maple Model and the principles of governance, leadership, and innovation that have defined the Canadian pension industry.

Bodhi's Founder and CEO, Ranjan Bhaduri, is joined by Claude Lamoureux, former President and CEO of the Ontario Teachers’ Pension Plan (OTPP). With a legacy of transforming OTPP into a global leader, Claude shares his insights on the importance of having an excellent board, fostering a strong organizational culture, and ensuring long-term sustainability in pension management. They discuss lessons from his tenure, the challenges of avoiding complacency in success, and how young professionals can find impactful success in the field.

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What role does culture play in driving investment success? In today’s episode, we explore the often overlooked, yet critical factor, of organizational culture and its impact on investment management and decision-making.

Bodhi's Founder and CEO, Dr. Ranjan Bhaduri, is joined by Dave Finstad, former visiting researcher at Bodhi Research Group and an investment management veteran with 30 years of experience. Together, they discuss the importance of culture in manager selection, the qualities that define a strong investment team, and how organizations can foster collaboration, accountability, and innovation. Drawing on personal anecdotes and empirical research, they reveal how the right cultural framework can be the key to long-term success in finance.

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Are managed account platforms the key to unlocking better governance and performance in pension and sovereign wealth funds? As financial markets evolve, institutions seek ways to balance control, transparency, and returns in their alternative investment strategies.

In today’s episode, Bodhi's Founder and CEO, Ranjan Bhaduri, is joined by François Rivard, CEO of Innocap Investment Management. Together, they discuss how managed accounts can offer pensions and sovereign funds unprecedented flexibility and control over their portfolios. They dive into common misconceptions—like concerns over cost and reduced investment opportunities—while explaining how managed accounts provide customized access to hedge funds, increase operational efficiency, and even create what they call "operational alpha." For any allocator looking to optimize their portfolio, this episode offers essential insights into the strategic value of managed account platforms.

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How much profit can hedge funds realistically extract from financial markets? In today’s episode, we explore the challenges of managing large pools of capital and whether there’s a natural cap on the dollar profit a fund can generate. As funds scale, the competition gets fiercer, transaction costs rise, and managers face growing pressure to maintain performance.

Bodhi's Operational Advisor, Matt Tambelini, is joined by John Soukous, CEO of Quan Capital Advisors. With years of experience as a portfolio manager and senior leader at Wellington Management’s Global Fixed Income and Hedge Fund business, John shares his insights on the limitations hedge funds face when managing billions in assets. They dive into the psychological pressures on portfolio managers, the role of talent in driving P&L, and how top funds navigate the complexities of capacity constraints. If you’re interested in understanding the mechanics behind hedge fund profitability and the highs and lows of being in the industry, let Matt and John pour you a cup of BodhiBrew.

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In a fast-evolving world of financial markets, staying ahead requires more than just skill—it requires insight and the desire to challenge the status quo.

In today’s episode, Bodhi's Founder and CEO, Ranjan Bhaduri, is joined by Dr. Anne-Sophie van Royen, Chief Investment Officer of Quantitative Strategies at Asset Management One. Together, they explore the challenges women face in quantitative finance. With a PhD in Mathematical Economics and a career spanning prestigious positions across New York, Abu Dhabi, Montreal, and London, Dr. van Rooyen shares her unique experiences navigating the male-dominated world of quantitative trading and finance. They dive into the importance of adaptability in diverse global markets, the underrepresentation of women in STEM fields, and how young professionals can prepare themselves for success.

If you’re looking for actionable advice and inspiration from one of the leaders in the field, this episode is for you. Visit bodhiresearchgroup.com for more insights and to learn how we can support your journey.

The views expressed in this recording are the personal views of the participants as of the date indicated and do not necessarily reflect the views of Asset Management One USA Inc. itself. This recording has been prepared solely for informational purposes only and should not be considered investment advice or a recommendation of any specific security, strategy, or investment product. Nothing in this podcast is intended to be, and you should not consider anything in this podcast to be, investment, accounting, tax or legal advice.