Interesting interview with Manny Pangilinan, the CEO of First Pacific, on the PumaPodcast, where he talks about his early life, business career and some of his regrets. Some notes below (for personal reference only, any mistakes in the transcription are mine). He was born in 1946. His father was a banker, working for what eventually […]
Category: Investor Profiles
Joe Rosenfield & Grinnell College
Much has been written about the Yale endowment model, elements of which numerous institutional investors globally have attempted to replicate over time (albeit with varying degrees of success). Rather less has been written about the endowment approach of Grinnell College in Iowa, although Jason Zweig did author a memorable article in Money Magazine back in […]
Sal Daher With Howard Stevenson
A few weeks ago, I posted a link to Sal Daher’s wide-ranging interview with Howard Stevenson in 2017 (episode 29 of Daher’s Angel Invest Boston podcast). Howard Stevenson is a professor emeritus at the Harvard Business School and a co-founder of the Baupost Group. Below are just a few of my takeaways from that conversation, which […]
Tim Ferriss Interviews Graham Duncan
Earlier this year, Tim Ferriss spoke to three guests (author Soman Chainani, author Susan Cain and investor Graham Duncan) on the topic of mitigating risk. Below are just a few of the insights that stuck with me from the conversation with Graham Duncan, who is the co-founder of East Rock Capital. Please note that these […]
Interview With Kerr Neilson
Platinum Asset Management have posted the transcript of a recent interview with Kerr Neilson, the firm’s founder, conducted by Mark Draper from GEM Capital. Neilson answered questions about his long-standing career in fund management and what he has learnt along the way. Some highlights below, but the full interview is worth reading (direct quotes are […]
Interview With Glenn Solomon (20VC)
Glenn Solomon, a managing partner at GGV Capital, was recently interviewed by Harry Stebbings on his 20VC podcast. GGV Capital is a venture capital firm focused on multi-stage investments in the US and China. They have ~US$3.8bn under management across eight funds and invest across a range of technology sectors. In the interview, Solomon discusses some of the […]
Malabar Investments on Wharton Business Radio
Sumeet Nagar and Akshay Mansukhani, the co-founders of Malabar Investments, were recent guests on the Behind the Markets show on Wharton Business Radio. You can listen to the full episode here. Malabar Investments is an India-focused investment firm founded in 2008. Their team invests for the long term in a concentrated portfolio of small- to mid-sized […]
Interview With Fred Hickey (Peak Prosperity)
Fred Hickey, the founder and editor of the “High-Tech Strategist” investment newsletter, was a recent guest on Peak Prosperity’s Featured Voices podcast. You can listen to the interview below or read the transcript of the full interview here. Hickey is extremely cautious about the markets right now and thinks this is one of the most […]
Interview with James Hay (Astro Awani)
James Hay, founder of the Pangolin Asia Fund, recently spoke with the AWANI Review’s Ibrahim Sani. The interview is worth a watch, although it requires a couple of steps to access. You first need to create an account with AWANI Review and then search for the article (dated Jan 31st, 2018). Among other things, Hay discusses […]
Tom Steyer Speaks At Stanford GSB
Tom Steyer, the founder and president of NextGen America, was a recent speaker at the Stanford Graduate School of Business. He discussed his early career experiences, the fight against climate change and also offered his reflections on leadership and the responsibility to give back. Prior to his current philanthropic work, Steyer was the founder of Farallon Capital, […]