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Brilliant Investment Thinking by Advisers for Advisers.
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Late-stage venture capital: INDepth with Christian Munafo from Liberty Street Advisors

Christian Munafo from Liberty Street Advisors goes in-depth with James Dunn from The Inside Network on late-stage venture capital.

 

Mid-market private equity wins on risk-reward: INDepth with Jack Wasserman from Pantheon

Jack Wasserman of Pantheon unpacks why mid-market buyouts consistently outperform on risk-reward, how GP-led secondaries have shed their dirty-word reputation,...

Brazil, AI and deep value: INDepth with Caroline Cai from Pzena Investment Management

Caroline Cai of Pzena Investment Management explains how market volatility, mispriced IT services, and Brazilian stocks create compelling deep value...

The reality of active vs index investing: INDepth with Sue Lee from S&P Dow Jones Indices

Sue Lee from S&P Dow Jones Indices speaks to Laurence Parker-Brown from The Inside Network on SPIVA: The reality of active vs index investing.

One size does not fit all capital: INDepth with Daniel Chersky from Alceon

Most mid-market founders are left with cookie cutter options that do not fit. Daniel Chersky of Alceon unpacks how hybrid capital fills the gap and why...

Dividend, GARP and the adviser toolkit with Jason Ye from S&P Dow Jones Indices and Marc Jocum from Global X

In this episode, Jason Ye from S&P Dow Jones Indices explores the construction logic behind dividend and Growth at a Reasonable Price (GARP) benchmarks,...

The commercial property enigma with Bruce Wan from MaxCap Group

The commercial real estate market has traditionally presented a defined set of investment paths for financial advisers, but in the modern era it’s a niche...

Defensive income for modern portfolios with Kazaur Rahman from Federated Hermes

In this episode of the Brilliant Investment Thinkers Podcast, the conversation with Kazaur Rahman from Federated Hermes explores how, amid rising correlations...

Real returns from real assets with John Taylor from Dexus

John Taylor from Dexus outlines why commercial real estate demands a closer look from wholesale investors seeking real returns in a higher-rate environment. He...