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Transcript: Graeme Forster, Orbis Investments

Barry Ritholtz

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. So I, I did a math degree at Oxford, which is more pure math.

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Transcript: Tom Hancock, GMO

Barry Ritholtz

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. Its index and its benchmark. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing.

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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

Barry Ritholtz

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. I, I found this to be really an intriguing conversation with somebody who, whose investment charge is unconstrained. Two reasons.

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Transcript: Linda Gibson, CEO PGIM Quantitative Solutions

Barry Ritholtz

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 52
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Transcript: Ted Seides

Barry Ritholtz

Let’s talk a little bit about your alternative investments career. And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven.

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Transcript: Julian Salisbury, GS

Barry Ritholtz

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. Investment banks were not really a known concept in the area where I grew up.

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Transcript: Greg Davis, CIO Vanguard

Barry Ritholtz

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. GREG DAVIS, CHIEF INVESTMENT OFFICER, VANGUARD GROUP: Thanks, Barry.