Platinum Asset Management co-founder and chief executive Kerr Neilson was recently interviewed by Conexus chief executive Colin Tate as part of the launch of the 2017 Conexus Financial Absolute Returns Conference. The edited transcript was published in Investment Magazine, which you can find a link to here. Very good read if you have some time […]
Category: Investor Profiles
Kellogg Insight: Interview With Lou Simpson
Kellogg Insight recently published a short interview with Lou Simpson, the former chief investment officer of Geico (a Berkshire Hathaway subsidiary) and the current chairman of SQ Advisors. He has been called “one of the investment greats” by Warren Buffett. Kellogg Insight is the research & ideas magazine of the Kellogg School of Management at […]
David Rubenstein Interviews Masayoshi Son
SoftBank Chairman and CEO Masayoshi Son recently spoke with David Rubenstein for “The David Rubenstein Show: Peer-to-Peer Conversations.” The full interview is embedded below. Not a particularly deep conversation, but still interesting as I wasn’t familiar with his story. Some highlights below (any mistakes are my own): On his US$100bn Vision Fund: He thinks that machines […]
Ray Dalio’s TED Talk
Ray Dalio, the founder and chairman of Bridgewater Associates, recently gave a TED talk on how to build a company where the best ideas win. In his presentation, he makes the case for using radical transparency and algorithmic decision-making to create an environment where employees can speak up and say what they really think. Dalio also […]
Chatri Sityodtong: Warrior Spirit
Another really interesting episode on the Capital Allocators podcast. The series was launched by Ted Seides, formerly of Protégé Partners, in early 2017 and features in-depth conversations with leaders from across the money management industry. I highly recommend it. The most recent guest, Chatri Sityodtong, is the founder and chairman of ONE Championship, which is currently […]
Richard Lawrence: Compounding In Asia
Richard Lawrence, the founder of the Overlook Group, was a recent guest on the Capital Allocators podcast. The episode with Richard covers his early career experiences, the founding of Overlook and the particulars of the approach he takes to investing and running his firm. The Capital Allocators podcast series was launched by Ted Seides, formerly of […]
FT Adviser Interview With Robert Horrocks
Interesting interview with Robert Horrocks in this week’s FT Adviser. Horrocks is the chief investment officer at Matthews Asia. He discussed his route into the industry, the challenges of marketing Asia to investors in the US and his outlook for the region. Some highlights below (quotes taken directly from the article): On investing in Asia […]
Waverton Southeast Asian Fund: June Update
Waverton Southeast Asian Fund recently published their June 2017 letter, which is available for download from their website. The fund’s investment objective is to generate capital growth by investing in a concentrated portfolio of no more than 30 listed Southeast Asian equities. They look, in particular, for growth companies at a reasonable price. The fund was […]
Interview With Andy Rachleff
Andy Rachleff was recently interviewed by Patrick O’Shaughnessy on his Invest Like The Best podcast (you can find the link to the episode here). Rachleff is the co-founder and CEO of Wealthfront, an automated investment service firm with ~US$5bn in assets under management. Prior to Wealthfront, Rachleff co-founded and was general partner of Benchmark Capital, where […]
John Lindfors, DST Global
John Lindfors, managing partner of DST Global, spoke with Jennifer Hughes of the FT at the RISE Conference in Hong Kong last year. The video is embedded at the bottom of this post. I actually attended the session in-person and found it quite interesting, in part because there’s not much publicly available information about DST. […]