Successful Investors
Accomplished investors share their stories, mental models, and what market factors they’re paying attention to today. Host Andrea Gentilini of SEI Novus unpacks what has helped them and hindered them on their diverse roads to success.
Modeled after the values of SEI Novus industry research, this is
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Investing
Management
Business
Kirk Sims (Teacher Retirement System of Texas) "Fostering Opportunity"
Kirk Sims is an opportunity builder. With a career ...
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Jan 9 2024 45m
Katherine Molnar (Fairfax County Police Officers Retirement System) "Diversification 101"
Intellectual curiosity is a guiding principle for Ka...
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Oct 12 2023 1h 2m
Charmel Maynard (University of Miami) “Paying It Forward”
Growing up in Trinidad, Charmel Maynard was exposed ...
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Aug 8 2023 49m
Aoifinn Devitt (Moneta Group) “Finding Clarity“
Aoifinn Devitt compares her career journey to a “pa...
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Jul 6 2023 53m
Shannon O'Leary (Saint Paul & Minnesota Foundation) "Saying It Out Loud"
Shannon O’Leary is the Chief Investment Officer of t...
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Feb 14 2023 57m
Ted Seides (Capital Allocators) “Compelling Narratives”
As host and founder of the internationally recognize...
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Dec 7 2022 56m
Marcello Sallusti (Engadine) “Connecting the Dots”
Marcello Sallusti leaves very little up to chance. H...
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Nov 8 2022 52m
Matt Earl (ShadowFall) “Policy of Truth”
Short specialist fund manager, Matthew Earl, unearth...
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Aug 30 2022 1h 26m
Ari Bergmann (Penso Advisors) "The Edge in Hedges"
In 2007, Dr. Ari Bergmann saw an iceberg approaching...
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Jun 7 2022 58m
Dusty Granet (Green Trading Capital) "Green Trading"
As a bond analyst with AIG Investments, David “Dusty...
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May 4 2022 1h 3m
Karim Jetha (Longdean Capital) "Frontier Markets"
With Tanzanian heritage, a UK education, and a deep ...
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Apr 13 2022 1h 30m
Val Zlatev (Analog Century) "Levity Over Gravity"
In 1999, Val Zlatev stumbled across a group of trade...
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Feb 2 2022 1h 2m
Joe Peta (Best-Selling Author) "Moneyball Investing"
When a terrible accident left Joe Peta in a wheelcha...
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Dec 15 2021 1h 17m
LIVE: Patricia Lizarraga (Hypatia Capital) "The Female Factor"
15 years ago, Patricia Lizarraga started noticing th...
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Nov 8 2021 55m
Paul Britton (Capstone Investment Advisors) “Building Resilience”
A fascination with marketplaces and a knack for math...
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Aug 12 2021 1h 1m
Patrick Quinn (Quinn Opportunity Partners) "Upside Volatility"
A book recommendation during undergrad was all it to...
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Jul 2 2021 1h 10m
Cameron Khajavi (MIK Capital) "From Scratch to Stardom"
As the son of Iranian immigrants who were forced to ...
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May 28 2021 1h 19m
William Heard (Heard Capital) "Active Listening"
Starting his own investment firm at a younger age th...
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May 13 2021 57m
Alexandre Challand (Fine Wine) “Investing in Liquids”
After a noteworthy decade-long tenure at UBS, Alexan...
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Apr 21 2021 48m
Jeff Lignelli (Incline Global) "Continuous Improvement"
Jeff Lignelli is the founder, portfolio manager, and...
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Mar 16 2021 1h 3m
Soo Chuen Tan (Discerene) "Value and Values"
Investors today seem to be enamored with growth in t...
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Feb 8 2021 1h 1m
Paolo Mortarotti (Tower House) “Imagining a Future”
Paolo Mortarotti is founder and Chief Investment Off...
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Sep 9 2020 53m
Jennifer Heller (Brandywine) "Investing Renaissance"
Jennifer Heller is President and Chief Investment Of...
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Aug 13 2020 45m
Fahmi Quadir (Safkhet) "Shorting Fraud"
Fahmi Quadir ascended to fame in 2015 when she playe...
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May 28 2020 48m