Conversations with Investment Managers
Investing in a Global Market
A Conversation with GQG Partners
March 31, 2025 - GQG is a global investment boutique that specializes in managing global and emerging market equities for institutions, advisors, and individuals. With a strong focus on client alignment, adaptability, and diverse perspectives, GQG remains attuned to investors’ needs while continuously seeking new insights to inform decision-making. In a world that is rapidly evolving, understanding the potential impacts on global markets is more important than ever. As geopolitical events and policy changes reshape economic landscapes, investors must remain agile in assessing risks and opportunities. Please join Jared Martin and Steven Fraley as they interview Brian Kersmanc, Portfolio Manager with GQG Partners about the current and future landscape of the global investment markets.
Conversations with Investment Managers
Explore past discussions on the latest trends and strategies shaping the investment landscape!
The Real Estate Investment Environment Going Forward: The Headwinds & Tailwinds
A Conversation with Versus Capital
March 13, 2024 - Higher interest rates, inflation, and economic uncertainty have dramatically changed the real estate investment landscape, with concerns about office vacancies and heavy debt. Despite this, real estate remains a strong long-term asset class with attractive opportunities in some sectors. Join Sloan Smith and Steven Fraley as they interview Casey Frazier of Versus Capital on navigating this challenging market.
The Future of Midstream Energy
A Conversation with Tortoise Capital Advisors
December 12, 2023 - Midstream energy infrastructure is crucial for moving energy across North America and overseas, generating strong free cash flow, income, and hedging against inflation. However, regulatory and environmental changes could impact this asset class. Join Sloan Smith as he interviews Brian Kessens of Tortoise Capital Advisors about their midstream energy strategy and market navigation.
The Current Private Equity Landscape
A Conversation with Partners Group
September 19, 2023 - Higher interest rates, inflation, and economic uncertainty have reshaped the private equity landscape, leading to declines in deal flow, exits, and fundraising. Yet, private equity remains a top-performing asset class over the past 15 years, with promising outlooks in certain sectors. Join Sloan Smith as he interviews Rob Collins of Partners Group on their strategy navigating these challenges.
Opportunities in Private Debt
A Conversation with Cliffwater LLC
June 20, 2023 - Private debt opportunities are becoming increasingly attractive in the current interest rate cycle as many traditional banks have reduced their lending capabilities. Join Sloan Smith as he interviews Steve Nesbitt, Chief Executive Officer of Cliffwater LLC on the topic of private debt and his view of the market.
Large Cap Growth
A Conversation with Harbor Capital Appreciation
March 21, 2023 - 2022 was a difficult year for the large cap growth equity space due to rising interest rates, higher inflation, and concerns about a potential recession. However, large cap growth still ranks as one of the best styles in the equity market for the past 15 years. Please join Sloan Smith and Rick Rodgers as they interview, Rick Mastain, Managing Director of Jennison Associates (subadvisor to Harbor Capital Appreciation) about the outlook for large cap growth.
Trends in Alternatives Investments
October 26, 2022 - As equity and fixed income markets have struggled in 2022, investors have taken a greater interest in alternative asset classes. Areas such as hedge funds, private equity, real estate, and private debt have captured more attention due to their ability to provide a different risk/return profile relative to equities and high-quality bonds.
Opportunities in Private Debt
A Conversation with Portfolio Advisors
June 23, 2022 - Join Sloan Smith, Innovest Principal and Director, and John Kyles, Head Portfolio Manager of Portfolio Advisors Credit Strategies Fund. Sloan interviews Mr. Kyles on the Private Debt space for a timely and interesting conversation.
The Future of Cryptocurrencies & Blockchain
A Conversation with Parapent Solutions
December 16, 2021 - Join Sloan Smith, Innovest Principal and Director, and David Gold, Founder & President of Parapent Solutions for a conversation about cryptocurrency and blockchain. They will discuss this unique area of investing and the forward landscape. It should be a timely and interesting conversation. We look forward to seeing you there.
Private Equity in the Lower Middle Market
A Conversation with RCP Advisors LLC
September 21, 2021 - Join Sloan Smith, Innovest Principal and Director, and Tom Danis, Managing Partner & Co-Founder of RCP Advisors LLC for a conversation about private equity in the lower middle market. They will discuss the opportunities in this area of private equity and the landscape going forward. It should be a timely and interesting conversation. We look forward to seeing you there.
Opportunities in General Partner Stakes
A Conversation with CAZ Investments
June 27, 2024 - Private markets are rapidly growing, with private equity, private debt, real assets, and real estate attracting significant investor interest due to their favorable long-term risk/return profiles. Additionally, owning a general partnership in these funds offers benefits like potential management and incentive fee returns. Sloan Smith and Steven Fraley interview Matt Lindholm of CAZ Investments about opportunities in general partner ownership and future prospects.
Mid Cap Value: An interview with Boston Partners John Hancock Disciplined Value Mid Cap Fund
March 28, 2024 - Mid-cap value managers target medium-size companies with attractive valuations and strong business models that demonstrate positive momentum. This asset class offers investors a distinct opportunity to diversify beyond small- and large-cap stocks. In a field that contains about 270 funds with a 10-year track record, the John Hancock Disciplined Value Mid-Cap fund is one of the longest tenured mid cap value managers in the category. Rick Rodgers and Brett Minnick interview Timothy Collard of Boston Partners regarding their keys to success in managing mid-cap value assets.
International Investing
A Conversation with Capital Group
July 18, 2024 - International equities, despite positive absolute returns, have faced numerous headwinds over the past five years relative to their domestic counterparts. Even with these challenges, the asset class offers investors a distinct opportunity to diversify beyond domestic equities. Capital Group has been known as a leader in international equity investing since their inception and takes a unique approach to team-based portfolio management. Jared Martin and Brett Minnick interview Steve Caruthers, Equity Investment Director at Capital Group.
Private Credit Opportunities Outside of Direct Lending
A Conversation with Ascension Investment Management
October 22, 2024 - Dive into the expanding landscape of private credit, examining opportunities beyond the traditional realm of direct lending. Discover how these alternative credit strategies can enhance portfolios by providing diverse risk and return profiles. Whether you're looking to broaden your investment strategy or deepen your understanding of private credit markets, this webinar is designed to offer valuable insights from industry experts. Sloan Smith and Steven Fraley interview Mike LeVar of Ascension Investment Management about private credit opportunities outside of direct lending.
Fidelity Blue Chip Growth Fund
A Conversation with Fidelity Investments
December 17, 2024 - Gain insights into the key factors driving growth in blue-chip companies, market outlooks, and the fund's approach to navigating an evolving economic landscape. Whether you're an investor seeking opportunities or looking to deepen your understanding of growth investing, this webinar offers invaluable perspectives from one of the industry's leading portfolio managers. Rick Rodgers and Christian O’Dwyer interview Sonu Kalra, Portfolio Manager with Fidelity Investments, where they explore the strategy and performance behind the Fidelity Blue Chip Growth Fund.
The Future of Real Estate and Real Assets
A Conversation with Versus Capital
June 15, 2021 - Join Sloan Smith, Innovest Principal and Director, and Casey Frazier, Chief Investment Officer of Versus Capital for a conversation about the real estate and real asset investment landscape and the potential opportunities and risks.
Infrastructure Investing Going Forward
A Conversation with Brookfield Asset Management
March 26, 2025 - The infrastructure landscape has grown dramatically due to high demand across multiple sectors such as data centers, energy transition, and transportation. The asset class has also looked compelling due to low default risks, high-quality counterparties, and favorable yields. However, even though there has been strong performance and increased interest in the asset class, it is important to understand the potential risks. Please join Sloan Smith as he interviews Chloe Berry of Brookfield about their infrastructure strategy and how they are navigating this market going forward.
