Portfolio Advisor Team

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Private equity Climate tech Thematic exposure Private investing Alternatives Private companies WELLSaid Podcast No Optimizely Podcast
Climate technology and women
Given the outsized effects of climate change on women and families, climate technology may be an avenue to better outcomes. Sector lead Molly Breiner joins host Thomas Mucha to break down the growing market and investment case for private climate tech.
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Molly Breiner

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25:40 min
Podcast
Venture capital Private portfolio companies Climate tech Private equity Alternatives WELLSaid Podcast No Optimizely Podcast
Investing in climate venture capital
Head of private climate investing Greg Wasserman joins host Thomas Mucha to discuss his latest research on climate venture capital, including highlighting climate technology in the private market, the impact of today's geopolitical and policy environments, and much more.
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Greg Wasserman, CFA

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27:05 min
Podcast
Income Volatility Multi-asset iStrat program Macro Geopolitical Economic cycle Interest rates Podcast
The new multi-asset investing regime
Multi asset strategist Nick Samouilhan joins host Thomas Mucha to discuss managing multi-asset portfolios in today's increasingly complex economic and geopolitical environment, including highlighting his latest research on income generation.
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Nick Samouilhan, PhD, CFA, FRM

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27:56 min
Podcast
WELLSaid Podcast Active management Equity Podcast
The future of investment research
Head of Investment Research Mary Pryshlak joins host Thomas Mucha to discuss the evolution of research in the asset management industry amid shifting market, technological, and geopolitical environments.
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Mary Pryshlak, CFA

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22:15 min
Podcast
Investment implications of shifting sustainability standards
Director of ESG Research Carolina San Martin and Portfolio Manager Katsuhiro Iwai join host Thomas Mucha to discuss shareholder activism and today's evolving sustainable investing disclosure expectations, including new standards from the International Sustainability Standards Board.
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Carolina San Martin, CFA

Katsuhiro Iwai, CFA, CMA

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26:22 min
Private equity Venture capital Private portfolio companies Impact investing Equity Sustainability Impact Carbon emissions WELLSaid Podcast No Optimizely Podcast
Impact investing’s rapidly evolving universe
Impact investor Jason Goins joins host Thomas Mucha to discuss social and geopolitical crosscurrents and the expanding opportunity set for impact investors.
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Jason Goins, CFA

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19:05 min
Podcast
Private equity Venture capital Private portfolio companies Global Industry Research Equity Biotech Late stage Private company management WELLSaid Podcast No Optimizely Podcast
Private biotech market: Innovation, valuations, and capital efficiency
Co-heads of biotech private investments I-hung Shih and Nilesh Kumar join host Thomas Mucha to explore today's private biotech market, highlighting the state of deal flow, valuations, and innovation.
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I-hung Shih, PhD

Nilesh Kumar, PhD

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30:10 min
Podcast
Private equity Venture capital Private portfolio companies Fundamental equity EM equity Equity Asia China India Emerging markets ESG Geopolitical Active management WELLSaid Podcast No Optimizely Podcast
Investing in China, India, and across emerging markets
In this episode of WellSaid, two veteran emerging markets investors, Bo Meunier and Niraj Bhagwat, join host Thomas Mucha to share their insights on the potential for a rebound in the asset class, with particular focus on opportunities in China, India, and across the Asia-Pacific region.
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Bo Meunier, CFA

Niraj Bhagwat

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27:31 min
Podcast
Global Industry Research Inflation Geopolitical Large cap Mid-cap Equity Energy Utilities Europe WELLSaid Podcast Podcast
Eyes on Ukraine: Europe's energy crisis
The war continues to exacerbate the twin crises of energy availability and affordability. We explore how the situation may take shape from here.
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Tim Casaletto

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25:30 min
Podcast
Fundamental equity Fixed income Diversification Total return Large cap Mid-cap Small cap EM equity WELLSaid Podcast Podcast
Inverting the aperture: Investing through a contrarian lens
Contrarians are a breed apart. Bucking conventional market wisdom, they seek opportunities to invest in companies where fundamentals are solid but valuations are so dislocated that other investors may not want to touch them -- at least not yet. Equity Research Analyst Tarit Rao-Chakravorti joins host Thomas Mucha to explain his process and how he looks to the macro environment, history, news headlines, and even works of fiction to source contrarian ideas.
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Tarit Rao-Chakravorti

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26:43 min
Podcast
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