What rules separate elite investors from the rest?

In today’s episode, we explore the habits, disciplines, and decision-making frameworks that shape high-performing investment professionals. Drawing on years of experience in investment coaching, Lawrence Evans unpacks how elite investors build the rules, self-awareness, and discipline needed to make better decisions over time.

Pierre-Philippe Ste-Marie, Managing Director of Investment Research at Bodhi Research Group, is joined by Lawrence Evans, Director at Salomon Partners. Together, they discuss Lawrence's role as an investment coach, the importance of self-awareness, and why clear rules around buying, selling, and sizing are essential to long-term performance.

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How does one build a pension plan in the middle of a global crisis? The story of the University Pension Plan of Ontario (UPP) is one of resilience, collaboration, and long-term thinking. Launched during the COVID-19 pandemic, UPP brought together major university pension plans to create a scalable and sustainable solution for Ontario.

In today’s episode, Bodhi's Founder and CEO, Ranjan Bhaduri, is joined by Aaron Bennett, Chief Investment Officer of UPP. Alongside discussing fiduciary duty, inflation risk, and responsible investing, Aaron shares stories of how the organization built its culture remotely and constructed the blueprint for a durable portfolio designed to support members for decades to come.

Don’t miss an episode packed with key insights from one of Canada’s leading voices shaping the future of institutional investing.

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How do you protect a portfolio from catastrophic losses while positioning it to capitalize on market chaos? In today’s episode, we explore the reality of extreme events, those moments when fortunes are made or lost, and why ignoring tail risk can threaten long-term survival.

In today’s episode, Bodhi's Founder and CEO, Ranjan Bhaduri, is joined by Pierre-Philippe Sainte-Marie, Managing Director of Investment Research at Bodhi Research Group. Drawing on firsthand experience navigating major crises, Pierre-Philippe shares a practical framework for “taming the tail.” Together, they unpack behavioral biases, the underestimated value of liquidity, and the importance of governance.

Don’t miss an episode packed with important insights on tail risk management from experts with years of industry knowledge.

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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.

Visit bodhiresearchgroup.com for more insights and resources on navigating financial markets.