Liz Lenz returns to the podcast to share new insights from her latest venture. After running practice consulting for a broker-dealer, she has now started her own firm, Lenz Insights, LLC. She discusses how she decided to make the change, and what she has learned setting up her business.

Penny Phillips, owner of Thrivos Consulting, returns to the show to discuss practice management. Her first appearance ended up becoming our Episode of the Year, so we are delighted to have more of her insights in this episode.

Ben Alge returns to discuss a number of topics, including how Navy Seals innovate in business development and how client reviews can work better.

Have you done your research? Our guest certainly has. Neil Bathon is managing partner at FUSE Research, where he surveys and gathers trends for the asset management world. We asked him about some of the trends that are going on in the industry, and to separate what trends are actually making an impact from those that are not.

Our guest, Dane Jensen, CEO of consulting company Third Factor is also an instructor at Queen’s University and the University of North Carolina. You may also recognize the title of our episode includes the name of Dane’s book, The Power of Pressure. We discussed how pressure can be helpful, how it can be challenging, and how you can approach it in a way that can raise your game.

In this episode, we discuss the "growth" roller coaster with Tom Trentman, senior portfolio manager at Sands Capital. Then, we get into a discussion about emerging markets with Jack Mayer, portfolio specialist at Sands.

In this episode, we share two previously unreleased interviews with our former colleague Steve Owen of The London Company. Steve has talked about a plethora of asset managers over the years and has helpful insights about table stakes and the importance of “having an edge.”

Our hosts share ideas from a Barron’s talk about four trends found in Barron’s Top 100 Teams and then our wholesaler Patrick Farris joins the podcast to discuss COIs, which he is thinking about a little differently. "We work in an industry where we're able to really build our own business," he says. "So why would we not build it with clients that we enjoy working with?"

In this episode, we share highlights from our guests and reflect on the major learnings of 2022.

Today we have Dr. Martijn Cremers on the show. He is the Dean of the Notre Dame Business School, and his research on active management includes a paradigm-shifting paper on active share.