CXO

Tracy Stuart, CFA, began as a junior investment researcher and successfully navigated a male-dominated industry to become CEO of Corbin Capital Partners. Hear Tracy discuss her career path, the evolving alternative investments industry, and her outlook for hedge funds in our latest CXO. 

Hear Tracy’s views on: 

• Rising to CEO in a male-dominated industry.
• Industry progress with gender equality.
• ESG and impact investing in the hedge fund space
• How Corbin approaches diversity, equity and inclusion.
• Assessing hedge fund performance amid tightening monetary policy.
•  Lasting effects of pandemic on daily life and the industry.

Follow Tracy Stuart: LinkedIn
Follow Corbin Capital: LinkedIn 
Follow CAIS: LinkedIn, Twitter, Facebook

How does an investment researcher go on to start a technology platform that teaches advisors and investors how to underwrite a meaningful life? Find out in our latest episode of CXO featuring Brian Portnoy, Founder of Shaping Wealth. 

Hear Brian’s reflections on: 

• Inspiring financial wellbeing through story and science.
• The role of financial education for investors.
• What it means to have funded contentment.
• Flipping the inherited advisor script.
• Is the hedge fund industry heading for a regime change?
• The pandemic’s effect on investment attitudes 

Follow Brian Portnoy: LinkedIn, Twitter
Follow Shaping Wealth: LinkedIn, Twitter, Web
Follow CAIS: LinkedIn, Twitter, Facebook

When Scott Conners joined Landmark Partners in the 1990s, he says the value of the private equity secondaries market was an estimated $500 million. In 2021, the market value of secondaries reached $135 billion*. Now Managing Director and President of FlowStone Partners, Scott shares his views on the secondaries market over the last 30 years.

Hear Scott’s reflections on:

• Skiing dreams to working in the nascent secondaries market.  
• The decades-long evolution of the secondaries market.
• Private equity as one of the last apprenticeship businesses.
• Looking at the current opportunity set in secondaries.
• A memorable secondaries deal involving life-saving technology.

*Institutional Investor, April 1, 2022: How the Pandemic Transformed the PE Secondaries Market

Follow Scott Conners: LinkedIn
Follow Flowstone: LinkedIn
Follow CAIS: LinkedIn, Twitter, Facebook

Torsten Sløk’s career began as an IMF economist followed by roles in global banking, including a 15-year stint at Deutsche Bank. Two years ago, he joined Apollo Global Management as Chief Economist. Torsten joined our latest episode of CXO to share his insights on global macroeconomics and capital markets. 

Hear Torsten’s views on: 

• Finding a faster hamster wheel in private equity.  
• Four factors primarily driving higher inflation.
• Getting constructive on commodities and green energy.
• The capital markets’ reaction to rising interest rates.
• An end to global monetary easing (for now)?
• Three broad themes when considering investment opportunities

Follow Apollo:  Twitter, LinkedIn
Follow Torsten Sløk: LinkedIn
Follow CAIS: LinkedIn, Twitter, Facebook

Communication skills and curiosity were key attributes that Dana D’Auria took with her when she left journalism for a career in investments. Now the Co-CIO of Envestnet, Dana joins our CXO podcast to share her market insights.

Hear Dana’s views on: 

• Her journey from journalism to investment professional and Co-CIO.  
• Increased market volatility amid rising interest rates and ongoing geopolitical tensions. 
• Diversifying portfolios beyond 60/40 allocations and opportunities in alternatives.
• Whether active management could make a comeback.
• Returning to a (perhaps) more sustainable version of life as usual. 

Follow Envestnet:  Twitter, LinkedIn
Follow Dana D'Auria: LinkedIn
Follow CAIS: LinkedIn, Twitter, Facebook

As a young liberal arts graduate, Matt Brown had doubts about interviewing for a financial advisor role. Then he got the job that launched his journey from advisor to founder of CAIS, a fintech “unicorn” with a mission to democratize access to alternative investments.

Hear Matt’s views on: 

• Becoming a financial advisor out of college to recognizing an unlevel playing field in alternative investments. 
• Bringing alternatives technology, accessibility, and education to financial advisors.
• Raising capital for CAIS during the pandemic.
• Nurturing company culture in a remote working environment. 
• Entrepreneurship, including tough lessons, working with people who inspire you, and leading with confidence.

Follow Matt Brown:  Twitter, LinkedIn
Follow CAIS: LinkedIn, Twitter, Facebook

 When CAIA Association President and CEO Bill Kelly graduated from college, he says there were 24 private equity firms worldwide. Today, there are over 8,400. Join us for the latest episode of the CXO Podcast, as we sit down for a fireside chat with Bill. We’ll journey through the incredible origin story of alternatives, and why Bill believes the industry is only just getting started. 

Hear Bill's views on: 

• Celebrating the successes of the CAIA Association on its 20th Anniversary.
• Witnessing the growth of the alternatives industry.
• Forming an allocation to alternatives based on outcomes – not on percentages.
• Scanning the regulatory landscape: investor accreditation, fund disclosures, retirement accounts.
• Dismissing the NFT, not the NFT platform: how the industry is learning through leapfrogged innovation.

Follow CAIA:  Twitter, LinkedIn
Follow Bill Kelly: LinkedIn, Twitter
Follow CAIS: LinkedIn, Twitter, Facebook

In the latest episode of CXO we speak to Lux Capital, the venture capital firm behind the technology that led the clean-up of the Fukushima nuclear disaster. Tune in as Co-Founder and Managing Partner Peter Hebert recounts that inspirational story, offers a contrarian take on tech investing (it isn’t all about internet and software), and shares his thoughts around the enduring importance of human capital in the field of science and technology.

Hear Peter’s views on: 

• Bucking the trend and venturing into the deep sciences, at the peak of the NASDAQ.
• Explaining multi-disciplinary, intersectional technology.
• Recounting the inspirational story behind the Fukushima nuclear disaster clean-up.
• Recognizing how even a New Yorker was an outsider to Silicon Valley’s venture capital circles.
• Analyzing the SPAC trend, from a venture capitalist’s perspective.

Follow Lux Capital:  Twitter, LinkedIn
Follow Peter Hebert: LinkedIn, Twitter
Follow CAIS: LinkedIn, Twitter, Facebook

Today marks the one-year anniversary of GameStop climaxing at its stock price all-time high. New York Times Best Selling Author Ben Mezrich went to some of the alleged heroes and villains behind this saga with an important question: “what really drove this merry bunch of self-proclaimed apes to take on – and take down – Wall Street"?
      

Hear Ben’s Views On: 

• Recognizing how the GameStop short squeeze marked the start of a revolution. 
• Fixated on the idea of rational markets, what some Wall Street investors still fail to see.
• Following up with the WallStreetBets crowd: where are they now?
• Introducing The Ben Mezrich NFT Project: GameStop, Billionaires and Bitcoin, and Vegas. 
• Accepting that we are entering the metaverse, like it or not.  
• Separating successes from scams in the age of crypto.  

Check out Ben’s latest book, The Midnight Ride, available at bookstores on 2/22/22.

 Follow Ben Mezrich : Twitter
Follow CAIS: LinkedIn, Twitter, Facebook

Welcome to Season 2 of CXO, your exclusive access to executives from across the wealth management community.  In Episode 1, we are joined by Milind Mehere, Founder and CEO of Yieldstreet.  Milind recounts his journey from immigrant student, to starting a successful tech business, to losing much of his personal fortune in the midst of the Global Financial Crisis.  How did this turn of events lead to the founding of one of the industry’s most cutting-edge alternative investing platforms?  What’s next in Milind’s mission to bring alts to all?  

Hear Milind’s views on: 

• Catching up to the institutional investor 
• Addressing the often-irrational desire for (unneeded) liquidity
• Recognizing what AirBnB, Uber, and Robinhood tells us about the modern investor
• Unveiling passion assets and how they have captured the imagination of so many
• Imparting his wisdom to the next generation of entrepreneurs

Follow Yieldstreet:  Twitter, LinkedIn
Follow Milind Mehere: LinkedIn, Twitter
Follow CAIS: LinkedIn, Twitter, Facebook