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, 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, […]

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 […]

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 […]

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, 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 […]

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 […]

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 […]