(0:00) Intro

(1:24) About the podcast sponsor: The American College of Governance Counsel

(2:11) Start of interview *reference to the BRI from LCDA

(3:54) Eddie's origin story

(6:27) Eddie's investment focus 

(7:44) The rise of AI and its impact on him

(9:06) Eddie’s roles in investment over the past 35 years (as GP and LP).

(8:32) His current endeavors: 1) Board member in mutual funds (Calvert Funds); 2) Independent director and Chair elect of Global X Venture Fund; 3) Chief Strategy Officer at Leadview Capital; and 4) Advisor at Bullpen.ai

(19:38) Dealing with AI hallucinations (e.g. Sullivan & Cromwell example)

(23:13) Convergence of AI, ESG, and Governance: "It's dramatic"

(25:00) "Stocks will be tokenized, markets will be much more liquid." "Wall street is trying to put liquid claims on illiquid investments" *WSJ Nasdaq's Plan for 24/7 Tokenized Stock Trading

(31:20) Geopolitical Challenges in Investing and for Boards. *Example of Meta-Manus breakup. "We live in a selectively connected world."

(34:00) Politicization and social issues in corporations. Board Adaptation to Rapid Changes

(38:19) AI and Audit Committee Responsibilities

(40:30) Bridging the AI Knowledge Gap "Boards are under prepared." *References to Stanford GSB cases: Netflix Approach to Governance and the Artificially Intelligent Boardroom

(46:10) Changing Dynamics in Board Practices. "It's a matter of time before companies like SAP or Microsoft move into corporate auditing, or Amazon starts offering mutual funds. The incumbents just don't see it coming."

(47:10) Power Laws and Growth in Private Markets.

(50:31) Books that have greatly influenced his life:

(52:56) His mentors.

(53:56) Quotes that he thinks of often or lives her life by: "Prioritize by impact" "Recognize the good in everyone"

(55:10) An unusual habit or an absurd thing that he loves: obsession with curating music playlists.

(55:06) The living person he most admires: Bono and Bad Bunny.

Eddie Ramos is the Chief Strategy Officer for Leadview Capital. He is also currently on the board of Morgan Stanley’s Calvert Mutual Funds and Global X Venture Fund, serving as the Chairman of the Audit Committee for both.

You can follow Evan on social media at:

X: @evanepstein

LinkedIn: https://www.linkedin.com/in/epsteinevan/ 

Substack: https://evanepstein.substack.com/

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Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License