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24:47 min
In this episode of InvestorExchange, Jackson Cummings, head of Wellington Access Ventures, discusses how early-stage investing is evolving. The conversation explores how expanding sourcing networks can uncover differentiated opportunities, how discipline is maintained across long feedback loops and amid rapid innovation, and how AI-driven shifts are reshaping competition, underwriting, and much more.
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24:47 min
Podcast
20:35 min
As part our InvestorExchange private markets series, Liz Perenick, head of portfolio management for investment-grade private credit, profiles how the asset class has changed, how it differs from other parts of private credit, and much more.
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20:35 min
Podcast
Podcast
18:51 min
Host Chris Perret sits down with portfolio manager Mehak Bhatia for an engaging conversation about investing and managing risk in emerging markets credit.
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18:51 min
Podcast
Podcast
18:10 min
Hear how Wellington is redefining hedge fund talent development, from mentorship and specialization to the skills needed to compete in a growing industry.
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18:10 min
Podcast
20:13 min
How does Portfolio Manager Anna Lunden think about searching for alpha in large-cap equities? She explains, "it's about drawing on every tool in the toolbox," including macro insights from strategists like Nick Wylenzek. Tune into their conversation about the teamwork involved in navigating this asset class on the latest WellSaid podcast with host Thomas Mucha.
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20:13 min
Podcast
13:33 min
Mark Sullivan explores the evolution of hedge funds and explains where he believes the industry is heading.
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13:33 min
Podcast
19:05 min
Trader Masaya Okoshi and host Amar Reganti talk about the evolution and mechanics of bond market trading.
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19:05 min
Podcast
20:05 min
Portfolio managers John Smallcomb and Ed Baldini explain what extension strategies are, how they might benefit investors, and why interest in these strategies has been ticking up.
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20:05 min
Podcast
Podcast
27:31 min
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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27:31 min
Podcast
Podcast
26:43 min
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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26:43 min
Podcast
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