April 2, 2020

Episode #47 Chris Schelling – Assessing the People Behind Private Equity Funds

Christopher (“Chris”) Schelling is the Director responsible for Private Equity investments at Texas Municipal Retirement System (“TMRS”). Prior to joining TRMS, Chris served as Deputy Chief Investment Officer and Director of Absolute & Real Return at Kentucky Retirement Systems and as an Adjunct Professor of Finance at University of Kentucky, where he taught a class in Alternative Investments. If you are an allocator and want to know more about how some of the best in the business go about vetting their private equity fund managers, this episode is for you! Aside from being a well-known columnist for Institutional Investor, and […]
March 19, 2020

Episode #46 Dan Houlihan – Asset Servicing, Behind the Scenes of Asset Management

Dan Houlihan is an Executive Vice President and Head of Northern Trust Asset Servicing for the Americas. Prior to joining Northern Trust, Dan spent 19 years in numerous leadership positions across several companies in the investment management, technology, and service space. He currently serves as Chairman of the Board for the National Investment Company Service Association (NICSA) and as a Director on the Advisors Investment Trust.  We talk about the asset servicing business and its various components like custody, fund administration, investor servicing and outsourced solutions across the front, middle and back office. We touch on trends in the asset […]
March 5, 2020

Episode #45 Daniel Crosby – Deep Dive into Behavioral Finance

Daniel Crosby is a New York Times Bestselling author with books like “Personal Benchmark”, “The Laws of wealth”, and “The behavioral investor”. He is also the Chief Behavioral Officer of Brinker Capital. He spoke at TEDx in Huntsville and hosts the podcast “Standard deviations”. Daniel holds a PhD in Psychology from Brigham Young University.  We talk about his role as Chief Behavioural Officer, the insights of his several books and how to apply the learnings from behavioural finance in real life. We dive into the psychology of human beings, how investors can stick with their portfolio during difficult times and […]
February 22, 2020

Episode #44 Paolo Sironi – Fintech, Innovation, and Financial Market Transparency

Paolo Sironi is the Author of several books including “Financial Market Transparency” or “Fintech Innovation”. He is a Fintech Advisor for IBM, Fintech Thought Leader, co-host of the podcast “breaking banks europe”, and member of the advisory boards of several companies. In the past, Paolo founded his own fintech startup as a joint venture of German Private Bank Sal. Oppenheim and Fitch ratings. Before that he was working as Director of Risk Management at the large Italian bank Intesa Sanpaolo. We talk a about his different books, the insights he gained from his research and how his views developed over […]