MUFG Podcast Central

Technology continues to reshape the workplace, but the fundamentals of what people need from work may not be changing quite as quickly.

Ryan Vet, keynote speaker, futurist, entrepreneur and author, joins Scott Ramsey, Managing Director, Head of Revenue at MUFG Capital Analytics, to discuss AI, the future of work and the importance of preserving what is uniquely human. They explore the tradeoffs that come with technological progress, the role of community and connection in an increasingly virtual world, and why purpose remains critical as leaders prepare their organizations for what comes next.

Disclaimer:

“MUFG Investor Services” is a service brand name for select subsidiaries of Mitsubishi UFJ Financial Group, Inc. ("MUFG"). Certain products and services discussed may only be offered by select MUFG subsidiaries and may only be available in certain jurisdictions or for specific types of clients. The information provided in this publication is for general informational purposes only and does not constitute legal, compliance, or accounting advice. Listeners should consult their own advisors before making any decisions based on the content of this publication. Any opinions, findings, conclusion, or recommendations expressed in this publication are those of the author(s) and do not necessarily reflect the view of MUFG Investor Services. The content of this publication is the property of MUFG Investor Services and is protected by copyright law. Unauthorized reproduction, distribution, or use of this publication, in whole or in part, is strictly prohibited without the prior written consent of MUFG Investor Services.

©2026 MUFG Investor Services. All rights reserved

What separates intention from execution? And why do so many capable individuals and organizations struggle to close the gap between where they are and where they want to be?

In this episode of The Asset, behavioral scientist, three-time TED speaker, and USA Today bestselling author Dr. Michelle Rozen joins host Scott Ramsey for a thought-provoking conversation on change, leadership, and the habits that drive meaningful progress. Known as The Change Doctor, Michelle works with some of the world’s most iconic organizations when the stakes are high and leadership performance matters most, and partners with companies to drive lasting behavioral and cultural change across leadership teams. She draws from her own personal journey and years of research and shares the principles behind the "6%" of people who consistently follow through on their goals, even when circumstances are far from ideal.

Together, they explore what it takes to thrive in an increasingly complex world, from overcoming the illusion of the "right time" to mastering focus in environments overwhelmed by meetings, distractions, and competing priorities.

The conversation extends into one of the defining leadership challenges of our time: navigating uncertainty in the age of AI. Michelle explains why transparency, vulnerability, and authentic communication have become essential leadership capabilities and how organizations can create cultures that adapt more effectively to continuous change.

At its core, this episode is a reminder that successful leadership is not about having all the answers. It's about making intentional choices, focusing attention where it matters most, and creating the conditions for both people and organizations to grow.”

Disclaimer:

“MUFG Investor Services” is a service brand name for select subsidiaries of Mitsubishi UFJ Financial Group, Inc. ("MUFG"). Certain products and services discussed may only be offered by select MUFG subsidiaries and may only be available in certain jurisdictions or for specific types of clients. The information provided in this publication is for general informational purposes only and does not constitute legal, compliance, or accounting advice. Listeners should consult their own advisors before making any decisions based on the content of this publication. Any opinions, findings, conclusion, or recommendations expressed in this publication are those of the author(s) and do not necessarily reflect the view of MUFG Investor Services. The content of this publication is the property of MUFG Investor Services and is protected by copyright law. Unauthorized reproduction, distribution, or use of this publication, in whole or in part, is strictly prohibited without the prior written consent of MUFG Investor Services.

©2026 MUFG Investor Services. All rights reserved

In this episode of The Asset, Jonathan Schein, Founder and CEO of the Real Estate Limited Partner Institute (RELPI), joins host Scott Ramsey for a candid conversation on how institutional investors are navigating one of the most complex investing environments in recent memory.

Drawing from his extensive work with pension funds, endowments, family offices, sovereign wealth funds, and leading investment managers across North America, Europe, and the Middle East, Jonathan shares what he's seeing behind closed doors: a market driven less by headlines and more by disciplined decision-making, operational stability, and a renewed focus on durable returns.

Together, Jonathan and Scott explore the disconnect between market uncertainty and investor behavior, the growing appeal of specialized real estate strategies, increasing international interest in U.S. commercial real estate, and the evolving role of AI infrastructure and data centers in institutional portfolios. They also discuss why operational excellence, strong systems, and long-term resilience have become critical differentiators for investment managers seeking capital in today's environment.

More than a market update, this conversation offers a thoughtful perspective on leadership, adaptability, and maintaining a forward-looking mindset through periods of disruption. For allocators, managers, and private market professionals alike, it's a timely discussion on finding opportunity amid uncertainty and building for long-term success.

Disclaimer:

“MUFG Investor Services” is a service brand name for select subsidiaries of Mitsubishi UFJ Financial Group, Inc. ("MUFG"). Certain products and services discussed may only be offered by select MUFG subsidiaries and may only be available in certain jurisdictions or for specific types of clients. The information provided in this publication is for general informational purposes only and does not constitute legal, compliance, or accounting advice. Listeners should consult their own advisors before making any decisions based on the content of this publication. Any opinions, findings, conclusion, or recommendations expressed in this publication are those of the author(s) and do not necessarily reflect the view of MUFG Investor Services. The content of this publication is the property of MUFG Investor Services and is protected by copyright law. Unauthorized reproduction, distribution, or use of this publication, in whole or in part, is strictly prohibited without the prior written consent of MUFG Investor Services.

©2026 MUFG Investor Services. All rights reserved

The real opportunity in renewables isn’t invention—it’s execution.

In this episode of The Asset, Andy Klump, an Energy Transition Entrepreneur, Executive and Investor, joins Scott Ramsey to challenge some of the most persistent misconceptions shaping today’s market—and to reframe where long-term advantage is actually being built.

Drawing on more than two decades building and scaling energy businesses across Asia and the U.S., Andy brings an operator’s perspective to a sector often misunderstood by capital. His message is direct: the next wave of value in renewables won’t come from breakthrough technologies, but from the ability to deploy proven solutions faster, more efficiently, and at greater scale.

The conversation cuts through the noise around capital flows, where investors have historically mispriced risk and chased venture-style outcomes in a fundamentally different asset class. Instead, Andy outlines a more disciplined path forward—one grounded in realistic expectations, operational rigor, and a sharper understanding of where private capital can actually create durable advantage.

They also unpack the role of AI across the energy ecosystem, separating meaningful, on-the-ground gains in modeling, design, and workflow efficiency from the surrounding hype. The reality is nuanced: technology is accelerating execution, but it remains the combination of tools, talent, and field expertise that ultimately determines outcomes.

Across it all, one theme emerges clearly: success in renewables will be defined not by who predicts the future, but by who can operationalize it—consistently, efficiently, and at scale.

Tune in for a grounded, operator-led perspective on one of the most important transformations in global markets—and what it takes to win in it.

Disclaimer:

“MUFG Investor Services” is a service brand name for select subsidiaries of Mitsubishi UFJ Financial Group, Inc. ("MUFG"). Certain products and services discussed may only be offered by select MUFG subsidiaries and may only be available in certain jurisdictions or for specific types of clients. The information provided in this publication is for general informational purposes only and does not constitute legal, compliance, or accounting advice. Listeners should consult their own advisors before making any decisions based on the content of this publication. Any opinions, findings, conclusion, or recommendations expressed in this publication are those of the author(s) and do not necessarily reflect the view of MUFG Investor Services. The content of this publication is the property of MUFG Investor Services and is protected by copyright law. Unauthorized reproduction, distribution, or use of this publication, in whole or in part, is strictly prohibited without the prior written consent of MUFG Investor Services.

©2026 MUFG Investor Services. All rights reserved

Dr. Gregory Brown, Finance Professor at UNC Kenan-Flagler Business School and Founder & Research Director of the Institute for Private Capital, joins The Asset for a grounded, research-driven conversation on the realities shaping private markets.

In this episode, Dr. Brown and Scott Ramsey move beyond industry narratives to explore what the data actually tells us—highlighting the persistent challenges around data quality, valuation, and investor outcomes. From the suitability of private markets for individual investors to the nuanced relationship between fees and performance, the discussion offers a clear-eyed view of where the asset class delivers—and where it still falls short.

The conversation also examines the growing tension around liquidity and valuation in an evolving product landscape, and what that means as private markets continue to expand into broader investor channels. Looking ahead, Dr. Brown shares his perspective on how increased transparency, better data, and stronger frameworks will be critical as the industry scales.

For anyone navigating private markets today, this episode offers a thoughtful, data-informed perspective on where the industry stands—and what needs to happen next.

Disclaimer:

“MUFG Investor Services” is a service brand name for select subsidiaries of Mitsubishi UFJ Financial Group, Inc. ("MUFG"). Certain products and services discussed may only be offered by select MUFG subsidiaries and may only be available in certain jurisdictions or for specific types of clients. The information provided in this publication is for general informational purposes only and does not constitute legal, compliance, or accounting advice. Listeners should consult their own advisors before making any decisions based on the content of this publication. Any opinions, findings, conclusion, or recommendations expressed in this publication are those of the author(s) and do not necessarily reflect the view of MUFG Investor Services. The content of this publication is the property of MUFG Investor Services and is protected by copyright law. Unauthorized reproduction, distribution, or use of this publication, in whole or in part, is strictly prohibited without the prior written consent of MUFG Investor Services.

©2026 MUFG Investor Services. All rights reserved

In this episode of The Asset, Bill Salus, Co-Founder and Managing Director of Paddock Consultancy sits down with Scott Ramsey for a candid conversation on what AI is—and isn’t—doing inside fund administration right now. Drawing on years of experience advising fund services firms through M&A and operational transformation, Bill offers a deal-side and operator’s perspective on why AI hasn’t meaningfully shifted valuations yet, where it is quietly reshaping workflows, and why trust, data readiness, and execution remain the real constraints.

The discussion cuts through market narrative to explore practical realities: the role of clean data, the limits of automation in regulated, LP-facing environments, rising operational strain from retailization, and how technology and talent must evolve together. It’s a clear-eyed look at AI adoption in fund services—focused less on promises, and more on what actually creates value.

Disclaimer:

"MUFG Investor Services” is a service brand name for select subsidiaries of Mitsubishi UFJ Financial Group, Inc. ("MUFG"). Certain products and services discussed may only be offered by select MUFG subsidiaries and may only be available in certain jurisdictions or for specific types of clients. The information provided in this publication is for general informational purposes only and does not constitute legal, compliance, or accounting advice. Listeners should consult their own advisors before making any decisions based on the content of this publication. Any opinions, findings, conclusion, or recommendations expressed in this publication are those of the author(s) and do not necessarily reflect the view of MUFG Investor Services. The content of this publication is the property of MUFG Investor Services and is protected by copyright law. Unauthorized reproduction, distribution, or use of this publication, in whole or in part, is strictly prohibited without the prior written consent of MUFG Investor Services.

©2026 MUFG Investor Services. All rights reserved.

In this episode of The Asset, host Scott Ramsey sits down with Mark Bonner, Managing Director at Neuberger Berman, to explore how private markets have transformed over the past decade—and where they’re headed next.

From launching evergreen and interval funds to expanding into high-net-worth and retail channels, Mark shares how his team has built a resilient, tech-forward platform that’s redefining operational excellence. With insights on valuation cadence, AI adoption, and the power of continuity, this conversation is a masterclass in scaling innovation without losing the human touch.

Whether you're navigating fund structures or future-proofing your infrastructure, this episode delivers real-time insights for long-term advantage.

Want to learn more about Neuberger Berman’s approach to innovation and risk? Visit https://www.nb.com/en/global/home for more insights into their global expertise.

Disclaimer:

MUFG Investor Services” is a service brand name for select subsidiaries of Mitsubishi UFJ Financial Group, Inc. ("MUFG"). Certain products and services discussed may only be offered by select MUFG subsidiaries and may only be available in certain jurisdictions or for specific types of clients. The information provided in this publication is for general informational purposes only and does not constitute legal, compliance, or accounting advice. Listeners should consult their own advisors before making any decisions based on the content of this publication. Any opinions, findings, conclusion, or recommendations expressed in this publication are those of the author(s) and do not necessarily reflect the view of MUFG Investor Services. The content of this publication is the property of MUFG Investor Services and is protected by copyright law. Unauthorized reproduction, distribution, or use of this publication, in whole or in part, is strictly prohibited without the prior written consent of MUFG Investor Services.

©2025 MUFG Investor Services. All rights reserved.

In this episode of The Asset, Scott Ramsey sits down with Vivek Bhatia, CEO of MUFG Pension & Market Services (MPMS), to unpack the strategic transformation reshaping retirement and corporate market services across Australia, New Zealand, India, Hong Kong, and beyond.

From the acquisition of Link Group to the launch of MPMS, Vivek shares real-time insights into how one of the world’s most sophisticated pension systems is evolving. The conversation spans global capital flows, operational innovation, and the retailization of private markets—offering a rare inside look at how institutional leaders are preparing for what’s next.

This episode is essential listening for fund managers, allocators, and anyone navigating the future of pensions and private capital.

Find more about Vivek Bhatia and MPMS at https://www.mpms.mufg.com/en/

Disclaimer:

MUFG Investor Services” is a service brand name for select subsidiaries of Mitsubishi UFJ Financial Group, Inc. ("MUFG"). Certain products and services discussed may only be offered by select MUFG subsidiaries and may only be available in certain jurisdictions or for specific types of clients. The information provided in this publication is for general informational purposes only and does not constitute legal, compliance, or accounting advice. Listeners should consult their own advisors before making any decisions based on the content of this publication. Any opinions, findings, conclusion, or recommendations expressed in this publication are those of the author(s) and do not necessarily reflect the view of MUFG Investor Services. The content of this publication is the property of MUFG Investor Services and is protected by copyright law. Unauthorized reproduction, distribution, or use of this publication, in whole or in part, is strictly prohibited without the prior written consent of MUFG Investor Services.

©2025 MUFG Investor Services. All rights reserved.

In this episode of The Asset, host Scott Ramsey welcomes Byron Carlock, a veteran of global real estate and a partner at CEO Coaching International. Byron’s career spans four decades, from Trammell Crow to PwC, and now to coaching many CEOs across asset management, private equity, and family offices.

This conversation delivers real-time insights into the state of U.S. real estate, the rise of alternative asset classes, and the leadership imperatives reshaping the industry. Byron shares what global investors are saying behind closed doors, why emotional intelligence is now a CEO’s most valuable skill, and how culture is becoming the ultimate competitive advantage in the age of AI.

If you're leading in private markets, this episode is your blueprint for resilience, relevance, and long-term advantage.

Disclaimer:

MUFG Investor Services” is a service brand name for select subsidiaries of Mitsubishi UFJ Financial Group, Inc. ("MUFG"). Certain products and services discussed may only be offered by select MUFG subsidiaries and may only be available in certain jurisdictions or for specific types of clients. The information provided in this publication is for general informational purposes only and does not constitute legal, compliance, or accounting advice. Listeners should consult their own advisors before making any decisions based on the content of this publication. Any opinions, findings, conclusion, or recommendations expressed in this publication are those of the author(s) and do not necessarily reflect the view of MUFG Investor Services. The content of this publication is the property of MUFG Investor Services and is protected by copyright law. Unauthorized reproduction, distribution, or use of this publication, in whole or in part, is strictly prohibited without the prior written consent of MUFG Investor Services.

©2025 MUFG Investor Services. All rights reserved.

In this episode of The Asset, we welcome Allan Koltin, Founder and CEO of Koltin Consulting Group, and one of the most influential voices in the accounting profession.

Allan’s journey spans four decades of transformation — from pioneering M&A deals to reshaping firm culture and strategy. He shares how the profession’s long-standing “protected shell” has been shattered by talent shortages, tech disruption, and shifting generational expectations.

Allan reveals why culture, not scale or technology, is the ultimate differentiator. He unpacks the ethical imperatives of AI, the seismic impact of private equity, and the mindset required to thrive in a rapidly evolving landscape. This is a masterclass in strategic foresight, delivered by someone who doesn’t just observe change — he drives it.

Disclaimer:

MUFG Investor Services” is a service brand name for select subsidiaries of Mitsubishi UFJ Financial Group, Inc. ("MUFG"). Certain products and services discussed may only be offered by select MUFG subsidiaries and may only be available in certain jurisdictions or for specific types of clients. The information provided in this publication is for general informational purposes only and does not constitute legal, compliance, or accounting advice. Listeners should consult their own advisors before making any decisions based on the content of this publication. Any opinions, findings, conclusion, or recommendations expressed in this publication are those of the author(s) and do not necessarily reflect the view of MUFG Investor Services. The content of this publication is the property of MUFG Investor Services and is protected by copyright law. Unauthorized reproduction, distribution, or use of this publication, in whole or in part, is strictly prohibited without the prior written consent of MUFG Investor Services.

©2025 MUFG Investor Services. All rights reserved.