Insights Over Coffee

Send us Fan Mail In this episode of Insights Over Coffee, Sahhar Saleh is joined by Celine El Debs, Business Developer at Lake Geneva Investment Partners, for an insightful discussion on what truly differentiates exceptional investment managers beyond their performance. Together, they explore the role of trust, transparency, operational excellence, and disciplined risk management in institutional...

Send us Fan Mail In this episode of Insights Over Coffee, Sahhar Saleh is joined by Guner Turkman, CEO of Lake Geneva Investment Partners, and Ilias El-Bahraoui, Head of Asset Management at Lake Geneva Investment Partners, to discuss how intensifying geopolitical tensions are influencing global markets. They explore a volatile start to 2026, the impact of energy disruptions and inflation, and how...

Send us Fan Mail Dans cet épisode d’Insights Over Coffee, l’animateur Sahhar Saleh et le CEO Guner Turkmen plongent dans l’univers des hedge funds, en explorant leur évolution, leur raison d’être et l’impact des cycles de marché sur le comportement des investisseurs. Ils abordent l’importance des alternatives liquides au sein des portefeuilles d’investissement, les dimensions émotionnelles de l’ac...

Send us Fan Mail In this episode of Insights Over Coffee, host Sahhar Saleh and guest Ilias El-Bahraoui, Head of Asset Management at Lake Geneva Investment Partners, delve into the evolving landscape of private debt. They discuss its rapid growth, particularly post-2008, the risks associated with this asset class, and the potential future challenges it may face. The conversation highlights the imp...

Send us Fan Mail  In this episode of Insights Over Coffee , host Sahhar Saleh is joined by Guner Turkmen, CEO of Lake Geneva Investment Partners, and Peter Mezzomo, a Portfolio Manager at Lake Geneva Investment Partners, to unpack the recent rally in gold and its evolving role in global markets. The conversation explores gold’s growing correlation with equities and risk assets, the factors driving...

Send us Fan Mail In this episode of Insights Over Coffee, host Sahhar Saleh and guest Ilias El Bahraoui delve into the complexities of global yield curves, the pressures facing the Federal Reserve, and the implications of fiscal deficits. They discuss the current state of rate markets, the challenges posed by various global economies, and the role of the Bank of Japan in shaping market dynamics. T...

Send us Fan Mail In this episode of Insights Over Coffee, host Sahhar Saleh and guest Peter Mezzomo, a portfolio manager at Lake Geneva Investment Partners, delve into the complex world of leverage in finance. They explore its dual nature as both a tool for wealth creation and a potential source of catastrophic loss. The conversation covers historical examples, the psychology behind leveraging, an...

Send us Fan Mail In this episode of Insights Over Coffee, host Sahhar Saleh and CEO Guner Turkmen delve into the world of hedge funds, exploring their evolution, purpose, and the impact of market cycles on investor behavior. They discuss the importance of liquid alternatives in investment portfolios, the emotional aspects of investing, and how to manage risks effectively. The conversation also tou...

Send us Fan Mail The Day Japan’s Bond Market Woke Up What happens when one of the world’s most stable and overlooked markets suddenly starts moving? In this episode, we dive into the surprising shift in Japanese government bonds (JGBs), a market once known for silence, now making global headlines. From the Bank of Japan's evolving strategy to the ripple effects across global portfolios, we un...