Inside Evergreens with Joshua Helfat, JP Morgan Private Bank
Inside Evergreens with Joshua Helfat, Head of Private Investments, Global Alternative Investment Solutions, JP Morgan Private Bank
Jul 11, 2025•45 min•Season 4Ep. 9
The Clockwork CIO
Exploring the multifaceted nature of leadership in global finance
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Episodes
Inside Evergreens with Hamza Azeem, Hamilton Lane
Inside Evergreens with Hamza Azeem, Managing Director, Evergreen Portfolio Management, Hamilton Lane
Jun 26, 2025•51 min•Season 4Ep. 8
Inside evergreens with Markus Pimpl, Partners Group
Inside evergreens with Markus Pimpl, Co-Head of Private Wealth Europe, Partners Group
Jun 12, 2025•45 min•Season 4Ep. 7
Inside Evergreens with Edouard Boscher, Head of Private Equity at Carmignac
Inside Evergreens with Edouard Boscher, Head of Private Equity at Carmignac
May 15, 2025•56 min•Season 4Ep. 6
Inside Evergreens with Victor Mayer, Managing Director, Head of International Private Wealth, Pantheon
Inside Evergreens with Victor Mayer, Managing Director, Head of International Private Wealth, Pantheon
May 08, 2025•56 min•Season 4Ep. 5
Inside Evergreens with Cyril Demaria-Bengochea, Julius Baer
Inside Evergreens with Cyril Demaria-Bengochea, Head of Private Markets Strategy, Julius Baer
Apr 24, 2025•56 min•Season 4Ep. 4
Inside Evergreens with Jessica Sellam, Rothschild & Co
Inside Evergreens with Jessica Sellam, Managing Director, Head of Private Markets Group, Rothschild & Co
Apr 10, 2025•37 min•Season 4Ep. 3
Inside Evergreens with Pascal Mischler, Pemberton Capital Advisors
In conversation with Pascal Mischler, Global Head of Wealth, Pemberton Capital Advisors
Apr 04, 2025•46 min•Season 4Ep. 2
Inside Evergreens with Michael Elio, Stepstone Group
In conversation with Michael Elio, Partner, Stepstone Group
Mar 27, 2025•58 min•Season 4Ep. 1
In conversation with Django Davidson, Partner, Portfolio Manager, Hosking Partners
In conversation with Django Davidson, Partner, Portfolio Manager, Hosking Partners
Jan 16, 2025•52 min•Season 3Ep. 10
In conversation with Jeff Collins, Managing Partner, Cloverlay
In conversation with Jeff Collins, Managing Partner, Cloverlay
Dec 12, 2024•1 hr 15 min•Season 3Ep. 9
In conversation with Johann Komander, Managing Director, Investment Management, Greenwood Gearhart
In conversation with Johann Komander, Managing Director, Investment Management, Greenwood Gearhart
Nov 28, 2024•1 hr 3 min•Season 3Ep. 29
In conversation with Dhruv Maniktala, CIO, True North Advisors
In conversation with Dhruv Maniktala, CIO, True North Advisors
Oct 18, 2024•1 hr 8 min•Season 3Ep. 27
In conversation with Gaetan Aversano, Deputy Head, Private Markets Group, UBP
In conversation with Gaetan Aversano, Deputy Head, Private Markets Group, UBP
Oct 04, 2024•55 min•Season 3Ep. 3
In conversation with Karen Sands, COO, Federated Hermes GPE
In conversation with Karen Sands, COO, Federated Hermes GPE
Oct 02, 2024•52 min•Season 3Ep. 3
In conversation with Alexandra Daly, Founder & CEO, AA Advisors
In conversation with Alexandra Daly, Founder & CEO, AA Advisors
Sep 05, 2024•59 min•Season 3Ep. 4
In conversation with Arvind Sanger, founder & CEO, Geosphere Capital
In conversation with Arvind Sanger, founder & CEO, Geosphere Capital
Aug 29, 2024•53 min•Season 3Ep. 3
In conversation with Chelsea DeLuca, COO, PPR Capital Management
In conversation with Chelsea DeLuca, COO, PPR Capital Management
Aug 15, 2024•1 hr 8 min•Season 3Ep. 2
In conversation with Cole Wilcox, Co-founder & CIO of Longboard Asset Management
In conversation with Cole Wilcox, Co-founder & CIO of Longboard Asset Management
Aug 05, 2024•1 hr 17 min•Season 3Ep. 1
In conversation with Orlando Gemes, Founder & CIO, Fourier Asset Management
In conversation with Orlando Gemes, Founder & CIO, Fourier Asset Management
May 23, 2024•1 hr 11 min•Season 2Ep. 10
In conversation with Karsten Langer, Managing Partner, Riverside Europe
In conversation with Karsten Langer, Managing Partner, Riverside Europe
May 09, 2024•59 min•Season 2Ep. 8
In conversation with Paul Podolsky, Founder, Kate Capital
In conversation with Paul Podolsky, Founder, Kate Capital
May 02, 2024•59 min•Season 2Ep. 9
In conversation with Anthony Lawler, CEO & CIO, Cadwyn Capital
In conversation with Anthony Lawler, CEO & CIO, Cadwyn Capital
Apr 18, 2024•56 min•Season 2Ep. 7
In conversation with Alyx Wood, Co-founder & CIO, Kernow Asset Management
In conversation with Alyx Wood, Co-founder & CIO, Kernow Asset Management. Kernow Asset Management is a London (and Cornwall) based contrarian hedge fund that focuses exclusively on All-cap UK Equities.
Apr 04, 2024•1 hr 7 min•Season 2Ep. 6
In conversation with Cy Jacobs, Co-founder, 36ONE Asset Management
In conversation with Cy Jacobs, Co-founder, 36ONE Asset Management. Cy co-founded 36ONE Asset Management in 2004 with Steven Liptz. It has grown to become South Africa's largest hedge fund manager. All of its South African-focused mandates (both hedge and long only) have outperformed their benchmarks over all time periods since inception. The long-only fund has won multiple awards and has been ranked #1 in the domestic equity institutional fund category over multiple time periods. Cy started his...
Mar 21, 2024•51 min•Season 2Ep. 5
In conversation with Bob Elliott, CEO, CIO and Co-founder, Unlimited
In conversation with Bob Elliott, CEO, CIO and Co-founder, Unlimited. Bob was formerly at Bridgewater Associates, where he spent a decade building the research team, which he headed up, working closely with Ray Dalio. He was also a member of the Investment Committee. In 2022, Bob co-founded Unlimited with Bruce McNevin, Professor of Economics, New York University. Unlimited uses machine learning to create low-cost index replications of 2&20 style alternative investments. Its first product, $...
Mar 14, 2024•1 hr 10 min•Season 2Ep. 4
In conversation with Wayne Yu, Founder, CEO & CIO, BCK Capital Management
In conversation with Wayne Yu, Founder, CEO & CIO, BCK Capital Management. BCK runs a global special situations (aka event-driven) hedge fund strategy targeting investments in companies that are undergoing transformative change. After graduating from University of Chicago Law School, Wayne joined Wachtel Limpton Rosen and Katz, one of the premier law firms for corporate work in the US. It was here that Wayne learned and observed first hand, the machinations of corporate deals; this was the l...
Mar 07, 2024•1 hr 2 min•Season 2Ep. 3
In conversation with Steve Meyer, CEO, PPR Capital Management
In conversation with Steve Meyer, CEO of PPR Capital Management, A private equity real estate firm that invests primarily in distressed assets and mortgages, as well as residential and commercial real estate, across the United States. Prior to joining PPR in February 20203, Steve enjoyed a 29-year career at SEI, where he built their IMS division from scratch, becoming the largest of SEI's business groups. During this episode, Steve talks about the way he lead and built a successful team at SEI, ...
Feb 29, 2024•1 hr 7 min•Season 2Ep. 2
In conversation with Dave Iben, CIO and Founder, Kopernik Global Investors
In conversation with Dave Iben, CIO and Founder, Kopernik Global Investors. Kopernik is a $6billion investment firm that seeks out deep value investments in under-represented regions and sectors. Dave has had a highly successful career. This was recognized as such last May when he won the Fund Manager Lifetime Achievement Award 2023 at the London Value Investor Conference; past winners have included Seth Klarmann and Joel Greenblatt. Dave's career started at Farmers Group before he went on to co...
Feb 22, 2024•1 hr 6 min•Season 2Ep. 1
In conversation with Christian Melby, Partner and CIO, Summa Equity
Episode 11 of The Clockwork CIO is now live, featuring Christian Melby, Partner and CIO at Summa Equity. Summa Equity, established in 2016, is one of Europe’s leading mid-market private equity firms, whose investment strategy focuses on companies in industries supported by megatrends within three themes: Resource Efficiency, Changing Demographics, and Tech-Enabled Transformation. During the show Christian discusses: · Nurturing talent and the importance of trusting in systems and processes · Enc...
Dec 21, 2023•1 hr 1 min•Season 1Ep. 11
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