The Clockwork CIO

In conversation with Orlando Gemes, Founder & CIO, Fourier Asset Management

In conversation with Karsten Langer, Managing Partner, Riverside Europe

In conversation with Paul Podolsky, Founder, Kate Capital

In conversation with Anthony Lawler, CEO & CIO, Cadwyn Capital

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.

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...

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 t...

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...

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 busi...

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 includ...

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 C...

Episode 10 of The Clockwork CIO is now live, featuring Mark Yusko, CEO and Chief Investment Officer of Morgan Creek Capital Management, an SEC registered investment advisor based in Chapel Hill, North Carolina. Mark is also the Managing Partner of Morgan Creek Digital, which was formed in 2018. Morgan Creek Digital is an early stage investor in blockchain technology, digital currency and digital a...

Episode 9 of The Clockwork CIO is now live, featuring Anne Glover, Chief Executive and Co-founder of Amadeus Capital Partners, a London-based global technology investor. Anne has been a venture capitalist for over 30 years and has been investing in emerging markets for 15 years. A former Chairman of the British Private Equity and Venture Capital Association and Invest Europe, Anne was appointed No...

Episode 8 of The Clockwork CIO is now live, featuring Vania Schlogel, Founder and Managing Partner of Atwater Capital, an LA-based Media and Entertainment focused private equity firm. Vania grew up in Boise, Idaho; a state that she still enjoys going back to visit and experience its wide open spaces, in contrast to the hustle and bustle of city life. Integrity was instilled by Vania’s mother at an...

Episode 7 of The Clockwork CIO is now live and it’s a fantastic insight into how senior female executives have had to fight tor their right to achieve their ambitions. My guest is the indomitable Irene Perdomo, who at one point during our conversation exclaims, “The FCA should ban micromanagement!” It is just one of many memorable quotes from Irene, whose passion and commitment to treating people...

Episode 6 features Kieran Cavanna, Chief Investment Officer and Co-Founder of Old Farm Partners, a New York-based investment firm that uses a hybrid platform to invest in hedge fund managers and co-investments. Kieran began his career as a senior analyst at KPMG before moving on to Titan Advisors where he learned to cut his teeth under co-founders George Fox and Tom Holliday, becoming Head of Rese...

Michael Steed is the Founder and Managing Partner of Paladin Capital Group and serves as Chairman of the Paladin Cyber Fund, Paladin Cyber Fund II and Paladin III Investment Committees. Mike started his professional career as a lawyer in Los Angeles. In 1981, he headed to Washington DC where he served as Special Counsel to the Chairman, and as the National Director, of the Democratic National Comm...

In this latest episode I discuss leadership with Justus Parmar, CEO and Founder of Fortuna Investments, an award-winning VC firm. One of its areas of investment, currently, is in the fast evolving Space Tech space, having recently invested in Starfighters Space, led by industry veteran Rick Svetkoff. On this episode Justus discusses: Important lessons learned at a young age where he found himself...

Praveen Sahay is the Founder and Managing Director of Boston-based impact investment firm, WAVE Equity Partners. Praveen has had an incredible career, one which has seen his role change from nuclear physicist to UN Armed Forces Battalion Commander and now, today, a VC investor with a focus on tech-enabled sustainability.

On this episode I discuss leadership with Michael Harris, President at Quest Partners, a New York-based quant fund. Michael highlights the challenge of determining how much time each to spend thinking about the strategic path of the company versus day-to-day business issues and during our discussion he talks about: Intellectual humility and understanding the strength of your ideas, combined with t...

Before establishing Runa Digital Assets, Jennifer was Chief Operating Officer at Western Asset Management, a global investment firm with $475bn in AUM. Prior to this, Jennifer worked at Legg Mason as Chief Administrative Officer and as President and CEO of Legg Mason Capital Management. On this first episode, Jennifer shares an array of fascinating insights and anecdotes on various aspects of how...