E9. The Art and Science of Financial Well-being Ft. Brian Portnoy of Shaping Wealth

E10. The Evolution of the Hedge Fund Industry Ft. Tracy Stuart of Corbin Capital.

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 [https://www.linkedin.com/in/tracy-stuart-cfa-42a35618b/] Follow Corbin Capital: LinkedIn [https://www.linkedin.com/company/corbin-capital-partners/] Follow CAIS: LinkedIn [https://www.linkedin.com/company/cais/], Twitter [https://twitter.com/CAISgroup], Facebook [https://www.facebook.com/CAISGroup]

E9. The Art and Science of Financial Well-being Ft. Brian Portnoy of Shaping Wealth

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 [https://www.linkedin.com/in/brianportnoy/], Twitter [https://twitter.com/brianportnoy?s=20&t=ACr3P3wNSS_4F5x1kTBWpg] Follow Shaping Wealth: LinkedIn [https://www.linkedin.com/company/shaping-wealth/], Twitter [https://twitter.com/shapingwealth?s=20&t=nNrUGO6rzSXvbZXWs_kbhA], Web [https://www.shapingwealth.com/] Follow CAIS: LinkedIn [https://www.linkedin.com/company/cais/], Twitter [https://twitter.com/CAISgroup], Facebook [https://www.facebook.com/CAISGroup]

E8. From the Slopes to Secondaries Ft. Scott Conners of Flowstone Partners

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 [https://www.institutionalinvestor.com/article/b1xf6nzhzh6vnz/How-the-Pandemic-Transformed-the-PE-Secondaries-Market] Follow Scott Conners: LinkedIn [https://www.linkedin.com/in/scott-conners-cfa-871b1b3/] Follow Flowstone: LinkedIn [https://www.linkedin.com/company/flowstone-partners/] Follow CAIS: LinkedIn [https://www.linkedin.com/company/cais/], Twitter [https://twitter.com/CAISgroup], Facebook [https://www.facebook.com/CAISGroup]

E7. Inflation, Interest Rates and a Divergent Macroeconomic Environment Ft. Torsten Sløk of Apollo Global Management

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 [https://twitter.com/apolloglobal?s=20&t=VeSLXvNvspQFZ5YboGLpvQ], LinkedIn [https://www.linkedin.com/company/apollo-global-management-inc/] Follow Torsten Sløk: LinkedIn [https://www.linkedin.com/in/torsten-slok-8a7520a2/] Follow CAIS: LinkedIn [https://www.linkedin.com/company/cais/], Twitter [https://twitter.com/CAISgroup], Facebook [https://www.facebook.com/CAISGroup]

E6. Reporting on Investment News Inspires Career Change Ft. Dana D’Auria of Envestnet

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 [https://twitter.com/ENVintel?s=20&t=DsAL4akA3rp3yWf8OeKifQ], LinkedIn [https://www.linkedin.com/company/envestnet/] Follow Dana D'Auria: LinkedIn [https://www.linkedin.com/in/dana-m-d-auria-cfa/] Follow CAIS: LinkedIn [https://www.linkedin.com/company/cais/], Twitter [https://twitter.com/CAISgroup], Facebook [https://www.facebook.com/CAISGroup]