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RIAcast

RIAcast LLC

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RIAcast is a podcast focused on the investment advisory community. In our episodes, we aim to provide interesting, provocative, and entertaining conversations with key players and thought leaders in the investment adviser space. Our goal at RIAcast is to provide a platform to present their stories and ideas. Matt Baum, RIAcast's host, is an active securities and commercial litigator with the law firm Ellenoff Grossman & Schole LLP. Please visit our website at http://www.riacast.com for more ...
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Phishy Business

Mimecast

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Ready to change how you think about cybersecurity? Every other week, Mimecast’s Brian Pinnock and Alice Jeffrey are joined by a special guest for tales of risk, reward and just a dash of ridiculousness. Whether it’s a tech expert who is not your average CIO or an expert from a field you wouldn’t expect, we’ll be exploring the lesser seen side of cybersecurity – to learn how we can all improve in the fight to stay safe.
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HedgeD

Morgan Creek Capital Management, LLC

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HedgeD, with a capital “D” for emphasis, brings listeners topical content from both sides of the ledger – the long side and the short side. In each episode, co-hosts Mark Yusko, Cory Lester and Andrew Schmeelk take a deep dive into an investment theme or concept, typically with the help of an expert guest from Morgan Creek’s expansive global network.
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Siroui Mushegian, CIO at Barracuda, shares how she’s building a smart, secure foundation for AI—-from setting up an AI council, to governing agents, and creating employee guidelines that protect innovation. She also shares how AI is transforming IT operations and unlocking new levels of productivity across the enterprise. About the Guest: Siroui Mu…
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Saket Srivastava is the Chief Information Officer at work management platform Asana. Saket oversees Asana's IT organization, including optimizing technology systems and processes, connecting technology strategy to overarching business strategy, and ensuring that technology infrastructure supports organizational goals. Previously, Saket held executi…
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In this latest episode of CIO Perspectives, Sid Ahl, Co-CIO of Private Client, Endowments and Foundations at Brown Advisory, conversed with Paul Chew, Firm Chief Investment Officer and Kif Hancock, CIO International. They analyze the 2025 Asset Allocation Outlook, noting market volatility and the significant shifts since the US elections. The conve…
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In this episode of HedgeD, we replay the February 13th, 2025 HedgeD, With A Capital “D” webinar featuring Cory Lester of Morgan Creek Capital Management. After back-to-back strong years for equities, what does 2025 have in store for investors? Will equity market returns broaden out following multiple years of leadership from the Magnificent Seven? …
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Rich Horwath, CEO of Strategic Thinking Institute and best-selling author, shares strategies that help CIOs to elevate their strategic thinking—providing a roadmap for transitioning from technical leaders to visionary business executives. Drawing from his advisory work with top-tier technology leaders, Horwoth breaks down the critical skills needed…
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Carl Froggett, CIO at Deep Instinct, breaks down the AI-driven disruptions reshaping the cybersecurity landscape. From navigating complex security architectures to busting big data myths, Carl offers strategic advice for CIOs and CISOs on staying one step ahead in a rapidly evolving tech world. About the Guest: Carl Froggett, CIO of Deep Instinct, …
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In the latest episode of CIO Perspectives, Sid Ahl and Erika Pagel from Brown Advisory discuss the impact of the recent U.S. elections on markets and policy. Joined by colleagues Eric Gordon and Alice Paik, they delve into the implications of a "red sweep" with Trump winning the presidency and Republicans gaining control of both the House and Senat…
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Jason LaFollette, CTO at Yext, shares his product-driven approach to leading agile teams, maintaining tech debt, and using a “top-down, bottom-up” style to keep productivity and momentum high. About the Guest: Jason LaFollette is Yext's Chief of Technology. Jason joined the company in 2014 and built out the enterprise consulting side of the busines…
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Naveen Zutshi, CIO at Databricks, shares his strategies for successful AI implementation. This must-listen episode is perfect for tech leaders wanting to learn how to craft an effective AI strategy, bridge gaps in tech teams, and drive innovation in your organization. About the Guest: Naveen Zutshi is the CIO at Databricks, previously CIO at Palo A…
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In this episode of CIO Perspectives, Sid Ahl and Erika have a chat with Vineet Mitera, the CIO/Manager at Ward Ferry Management, an independent investment firm based in Hong Kong. The discussion highlights the investment landscape across various Asian markets, emphasizing the importance of healthy balance sheets, regional economic conditions, and s…
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In this episode of HedgeD, we replay the September 19th, 2024 HedgeD, With A Capital “D” webinar featuring John Yetimoglu of Infinitum Partners in conversation with Mark Yusko and Cory Lester of Morgan Creek Capital Management. Although still an emerging manager, Morgan Creek believes Infinitum and John possess some of the hallmarks of a hedge fund…
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Cisco Sanchez, SVP and CIO at Qualcomm, shares his business-first philosophy to technology cultivated over 25 years of IT experience. Sanchez emphasizes the importance of IT professionals loving both technology and the business, creating roadmaps that align with business goals, and utilizing frameworks like Charlie Feld's approach. About the Guest:…
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In this episode of HedgeD, we replay the July 25, 2024 HedgeD, With A Capital “D” webinar featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management. Previously, Mark and Cory discussed why they believe interest rates are likely to settle into a more normalized range over the coming years, compared to the near zero interest rate period…
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Carter Busse, CIO at Workato, explores how AI is reshaping business decisions and empowering citizen developers. With over 20 years of IT leadership experience, Carter shares real-world automation examples and advice on navigating point solution vendors, and also discusses orchestrating data across systems, democratizing automation, and future tren…
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In this episode of CIO Perspectives, Sid Ahl and Erika Pagel speak with Lauren Taylor Wolfe, co-founder and managing partner of Impactive Capital, a $3 billion active impact investing firm. Lauren explains her journey of active investing in smaller companies, emphasizing value and sustainability. She discusses the challenges and opportunities in th…
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In this episode, Sheila Anderson, CIO at Aflac, discusses how the company is using AI to modernize while handling legacy systems. Sheila highlights key initiatives such as digital claims processing, establishing an AI center of excellence, and transforming internal operations. About the Guest: Shelia Anderson is an information technology executive …
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In our latest episode, Sid Ahl and Erika Pagel are joined by portfolio manager and equity investor Eric Gordon to discuss some themes that have driven markets for several years now. These include the ongoing global inflation saga now entering its fifth year and the race to develop technology and business models around generative artificial intellig…
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In this episode of HedgeD, we replay the April 25, 2024 HedgeD, With A Capital “D” webinar featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management. Mark and Cory provide an update to previous podcasts where they discussed why they think higher interest rates should benefit long/short equity strategies. They are already starting to s…
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In our latest episode, Sid and Erika cover some of the major themes in the recently produced 2024 Outlook and share their thoughts on the surprising resilience of the US economy, the mounting impact of higher rates, concerns about the deficit and fiscal situation in the US, and the potential economic and market impacts of AI and the GLP-1 weight lo…
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In this episode of HedgeD, we replay the January 25th, 2024 HedgeD, With A Capital “D” webinar featuring Chris Hansen of Valiant Capital Management. Prior to starting Valiant in 2008, Chris was a partner at Blue Ridge Capital where he worked beside and trained under legendary hedge fund investor John Griffin. In this conversation, Mark Yusko and Co…
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In this episode of HedgeD, we replay the November 30th, 2023 HedgeD, With A Capital “D” webinar where Mark Yusko and Cory Lester talked about why they are so constructive on the outlook for Biopharma stocks. The fundamental disconnect between where Biopharma stocks are trading and the innovation and advancements in treatments reached an extreme lev…
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Louis Brandeis, an American lawyer and Supreme Court Justice, famously said, “sunlight is said to be the best of disinfectants.” In the October 2023 HedgeD, With A Capital “D” webinar, Mark Yusko and Cory Lester explain why higher interest rates can be seen as the financial market’s sunlight, and why they believe the higher (i.e., brighter) they ge…
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In this episode of Phishy Business, we talk about the improper mindset of not thinking about security until after you have been breached, and some of the major problems this can cause. We do this through the lens of SIEM, ethical hacking, and a focus on the need for leadership in teaching organizations how to be secure. We also discuss how some IT …
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In this episode of Phishy Business, we talk about various important discussions around AI, including the concerning issue of built-in bias and stereotypes. Imagine AI thinking that all doctors must be male, and all nurses must be female? Well, according to ChatGPT, they are. Our special guest is Ivana Bartoletti, Global Privacy Officer at Wipro. Iv…
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In this episode of Phishy Business, we talk about how today's cybersecurity strategy needs to focus on risk while still allowing smooth operation of the business. We also discuss how cybersecurity must involve the board so that business goals and cyber strategy align. Our special guest is Theo Botha, Global Information Security Officer at Dr. Marte…
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In this episode of Phishy Business, we feature a roundtable discussion with three members from the Center for Internet Security. Mimecast CMO Norman Guadagno hosts this wide-ranging discussion that covers many topics including cybersecurity trends in the public sector and why information sharing is essential to keeping our connected world safe. Our…
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In this episode of Phishy Business, we talk about environmental, social, and governance, commonly known throughout the corporate world as ESG, and how cybersecurity fits into corporate sustainability. Our special guest is Garyn Rapson who is a partner and the head of ESG at African law firm Webber Wentzel. Garyn manages a team of nine lawyers that …
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In this episode, Erika Pagel and Sid Ahl are joined by Brown Advisory’s David Schuster, portfolio manager of the firm’s Small Cap Fundamental Value strategy, for a discussion about the surprising resilience of capital markets in the face of a challenging economic environment. For important disclosures and a list of terms and definitions, please vis…
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In this episode of Phishy Business, we talk about some of the cybersecurity trends and worries facing today’s global CIOs. Our special guest is Martin Wallgren who is the CIO of global logistics and shipping company, Gulf Agency Company, headquartered in Dubai. Martin says he is an entrepreneurial tech nerd with a business mindset who does business…
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In the June 2023 HedgeD, With A Capital “D” webinar, Mark Yusko and Cory Lester discuss the potential advantages of long/short investing over the long run. They discuss why the math of loss in investing is so punishing, and how the long/short model may help position portfolios to recoup losses faster than more traditional strategies after a difficu…
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In this episode of Phishy Business, we talk about the psychology behind crime, particularly cybercrime and white-collar crime. We delve into the reasons why most cybercriminals are roaming free and don’t get caught, yet deep down, really want to tell their story. Our special guest is Mark T. Hoffmann, a crime and intelligence analyst and business p…
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In this episode of Phishy Business, we bring you a special recording from the show floor at RSA Conference. Hosted by Mimecast’s CMO Norman Guadagno, this episode delves into cyber insurance and how managing risk has had to adapt to the modern digital economy. You’ll learn exactly what cyber insurance is, why it’s important and how insurers should …
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In this episode of HedgeD, we have on one of our favorite China experts – Morgan Creek’s very own Nic Lee. Nic has been at “The Creek” for the better part of two decades and during his tenure has spent the vast majority of his time in private markets focused on China. He brings a wealth of knowledge and perspective to the conversation and attempts …
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In part two of this special RSA episode Mimecast CMO, Norman Guadagno, interviews another four guests live from the conference show floor. We talk about how cybersecurity has changed over the years, bringing more diversity to the industry and how exactly one becomes a CISO. Our guests for part two: Julian Waits, SVP business development at Rapid7 (…
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In this episode of Phishy Business, Mimecast CMO and guest host Norman Guadagno, chats to four different people at this year’s RSA Conference in San Francisco. Our guests were interviewed in our very own podcast recording studio at the Mimecast booth. In part one of this two-part episode, we learn more about our guests' roles, their companies, and …
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In our latest episode, Sid and Erika are joined by Mick Dillon, who co-manages Brown Advisory’s Global Leaders and Global Focus strategies and has played a critical role in developing the firm’s global equity investment platform since joining Brown Advisory in 2014. Mick joins the podcast at an especially timely moment. Many investors and pundits c…
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In this episode of Phishy Business, we discuss social engineering, the professional con game of burglary for hire, and different aspects of how this very specialized skill can impact organizations and individuals. Our special guest is Jenny Radcliffe, who was our very first interview on the podcast and made a return appearance in our episode on job…
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In this episode of Phishy Business, we discuss some important ways to think about and look at risk and how its more about making decisions than assessing threats. Our special guest is Stefan Gershater, Director of Risk at Burberry. Stefan is a risk management expert, a biochemist, and a navy veteran. Stefan says that as a risk expert, he tries to m…
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In the March 2023 HedgeD, With A Capital “D” webinar, we take a closer look at why we believe the market backdrop could prove advantageous for active equity strategies versus passive. We discuss why equity markets could remain range bound and volatile, why interest rates may stay higher for longer, and how such circumstances have historically impac…
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In this episode of Phishy Business, we discuss career coaching, looking at what it is, and how it can benefit all professionals, including those in the cybersecurity space. We delve into the differences between coaching and mentoring and discuss what to expect when working with a career coach. Our special guests are executive coach and mentor Fiona…
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In this episode of HedgeD, we pick well-known hedge fund manager John Hempton’s brain on what makes a good long investment. John is probably best known for his short selling abilities, but others have already adequately covered that topic so, instead, he walks us through his framework for assessing longs. John is truly a gifted storyteller, and we …
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In this episode of Phishy Business, we discuss what can be a very scary side of AI – when bots start thinking for themselves. We delve into some examples of this actually happening, but also look at the good AI is providing humankind. Our special guest is Mo Gawdat, former chief business officer at Google X and bestselling author of the books Solve…
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As the end of the first quarter of 2023 approaches, Sid Ahl and Erika Pagel are joined by Jon Bassett and Joe Pasqualichio to discuss one of the most fascinating technological developments of the new year: the new developments in generative AI. The group also analyzes the macro outlook for the new year including who may benefit from China’s long-aw…
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In this episode of HedgeD, we have Whetstone Capital Advisors back on the show to discuss the current state of play in the software industry. Whetstone’s Portfolio Manager & Managing Partner, David Atterbury, and Investment Partner, Andrew Carlson, share a number of insights about this rapidly growing and dynamic industry that you won’t want to mis…
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In this episode of Phishy Business, we discuss the idea of Work Inspired, a corporate culture where employees all love to work because it turns out that happy employees are very good for business. Our special guest is Aron Ain, award-winning, retired CEO of UKG, formerly known as Kronos. Aron now serves as Executive Chair of the UKG Board of Direct…
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In this episode of Phishy Business, we discuss the very definition of ransomware and how it can be an overused and underdefined concept. We also take a closer look at the world of threat research. Our special guest is former professional hacker Charl van der Walt, Head of Security Research at Orange CyberDefense, who now spends his time asking and …
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In the inaugural HedgeD, With A Capital “D” webinar for 2023, we discuss some of the lingering concerns surrounding the economy and markets and what this might mean for investors. In summary, we think 2023 could be the year where being different pays off. We discuss why we believe that investors should consider focusing on international equity mark…
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In this episode of Phishy Business, we discuss how cybersecurity marketing, sales, and support are for the most part inadequate, and how there can be a big disconnect between how marketers market and how technology professionals buy. We talk more about how marketing should consider the customer experience and how marketing departments should not on…
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In this bonus episode of Phishy Business, we continue to recognize the value of the work of cybersecurity professionals. Join us as Peter Coroneos, Founder and Executive Chairman of Cybermindz.org, takes us through a 10-minute meditation aimed at lowering stress. This is a just a taste of the whole Cybermindz protocol, and worth a try!…
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In this episode of Phishy Business, we honor and recognize the value of the work of those professionals who spend their days defending people and organizations from cyberattacks by taking a close look at one of the biggest problems the industry faces today: worker burnout and the associated mental health issues. Join us as we discuss how while many…
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