Best Daniel Thornton Podcasts (2025)

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Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473) 1:00:15

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3d ago1:00:15

1:00:15

Our continuing exploration of the intersection of private wealth and alternatives takes us to Future Standard, one of the largest distribution platforms bringing the wealth channel exposure to the middle markets. Michael Kelly is Co-President and Chief Investment Officer of Future Standard, a $90 billion alternative asset manager focused on private…

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Daniel Mahr – Glass Box Quant at MDT Advisers (EP.472) 55:48

7d ago55:48

55:48

This Sponsored Insight features Daniel Mahr, Head of MDT, the $26 billion quantitative equity investing group at Federated Hermes that oversees a suite of actively managed mutual funds, ETFs, collective investment trusts, and separately managed accounts. Dan joined the firm in 2002 as a junior analyst and took over leadership of the team six years …

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David Lyon – Hybrid Capital Solutions for Private Assets (EP.471) 1:11:22

10d ago1:11:22

1:11:22

David Lyon is Managing Director and Head of Capital Solutions at Neuberger Berman, where he oversees $10 billion of AUM and deploys $2-3 billion each year originating large scale financing solutions to premier sponsor-backed companies. Over three decades, David was the first arbitrage analyst at Och-Ziff in the mid 1990s, an associate at one of the…

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WTT: The Sydney Sweeney Interview 6:47

3d ago6:47

6:47

Ted breaks down a recent viral video to highlight three important interviewing techniques shared at Capital Allocators University. Read Ted's blog here. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

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AI Readiness Ep 21: Building Trust, Culture and Compliance in Investment Banking with Mukund Pandey 15:15

7d ago15:15

15:15

In this episode of The Databricks Diaries: AI Readiness Series, Andy Davis speaks with Mukund Pandey. The discussion covers the role of governance as an accelerator, embedding compliance and explainability from day one, and how cultural alignment drives adoption at scale. Mukund also highlights practical AI use cases in risk and margin management, …

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Jay Ripley – Emerging Manager Selection at GEM (EP.470) 1:05:20

17d ago1:05:20

1:05:20

Jay Ripley is the Head of Investments and Deputy Managing Partner at Global Endowment Management, or GEM, an endowment-style outsourced CIO overseeing $12 billion. Jay joined GEM in 2014, following six years in private equity where he developed an analytical rigor and mindset of an owner-operator. GEM's Co-CIO Matt Bank joined me on the show last y…

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[REPLAY] Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419) 1:08:22

17d ago1:08:22

1:08:22

Matt Bank is the Deputy Chief Investment Officer at GEM, an OCIO that manages $12 billion for forty clients. GEM was founded in 2007 by investment leaders at The Duke Endowment and Duke University Investment Management Company. Our conversation covers Matt's path to investing under recent guest David Salem and lessons learned about risk and governa…

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Dave Thornton – Unlocking Venture Access Through Stock Options at Vested (EP.469) 49:20

21d ago49:20

49:20

This Sponsored Insight features Dave Thornton, the Co-Founder and CEO of Vested, a venture secondaries platform that provides liquidity to the long tail of startup employees whose stock options often go abandoned or ignored and seeks to deliver diversified, attractively priced exposure to the top 20% of venture-backed startups. Our conversation cov…

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Jeff Aronson – Building Centerbridge Across the Capital Structure (EP.468) 53:00

24d ago53:00

53:00

Jeff Aronson is Co-Founder and Managing Principal of Centerbridge Partners, a $43 billion alternative investment firm he started in 2005 after two decades at Angelo Gordon. Jeff's career spans forty years of investing across credit and private equity through multiple market cycles, giving him a front-row seat to the evolution of the alternatives in…

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Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467) 58:11

1M ago58:11

58:11

Mike Trigg and Sanjay Ayer are Portfolio Managers at WCM Investment Management, a $120 billion investor in growth stocks, where Mike also serves as Co-CEO. I've had the opportunity to chronicle the growth of WCM over the years in conversations with Paul Black, Mike, Sanjay, and other members of the team. Paul first joined the show in 2018 when WCM …

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[REPLAY] Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227) 1:04:35

1M ago1:04:35

1:04:35

Paul Black and Mike Trigg from WCM Investment Management are both past guests on the show who have taken an investment philosophy focused on culture and moat trajectory to turn a once struggling boutique into a $100 billion powerhouse. Paul came on the show a few years ago when WCM had quietly grown to $25 billion in assets, and Mike joined a year …

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[REPLAY] Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51) 56:03

1M ago56:03

56:03

Paul Black is Co-CEO and portfolio manager at WCM Investment Management, a $26 billion manager of global equities that he joined when it was a $200 million boutique in 1989. With so much of the institutional world, including my own training, focused on value investing, I was pleasantly surprised to learn about a large, high performing growth stock …

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Catholic Conversions at UC Santa Barbara and in the US with Fr. Ryan Thornton, OFM

1M ago

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By Dr. Stuart Squires

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Morgan Housel – The Art of Spending Money (EP.466) 53:05

24d ago53:05

53:05

Morgan Housel is a bestselling author, partner at Collaborative Fund, and Board member of Markel. Morgan's work focuses on the intersection of human behavior and financial decision making. His first book, The Psychology of Money, has sold 10 million copies since releasing five years ago and is already one of the best-selling investment books of all…

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[REPLAY] Morgan Housel – Same as Ever (EP.359) 58:12

25d ago58:12

58:12

Morgan Housel is a partner at Collaborative Fund, blogger about behavior and money, and author of The Psychology of Money. The book has sold 4.5 million copies since its release three and a half years ago and already ranks in the top five best-selling books about finance. Morgan recently published his second book, Same As Ever: A Guide to What Neve…

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[REPLAY] Morgan Housel – The Psychology of Money (Capital Allocators, EP.155) 1:03:56

1M ago1:03:56

1:03:56

Morgan Housel is a partner at Collaborative Fund and one of my favorite writers about investing. Morgan recently released his first book, The Psychology of Money, and I'll go on record and predict it will be a best-seller in short order. Our conversation starts with Morgan's non-traditional education, his path to writing, and his process for writin…

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John Graham – Evolution of the Canadian Model at CPPIB (EP.465) 55:11

1M ago55:11

55:11

John Graham is the President and CEO of Canadian Pension Plan Investment Board, or CPPIB, which oversees $730 billion Canadian ($530 billion USD) making it the 7th largest pension fund in the world. Geoffrey Rubin, Chief Investment Strategist at CPPIB, was a past guest on the show describing the Canadian model and that conversation replayed a few w…

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AI Readiness Ep 20: Turning AI Hype into Measurable ROI – with Jan Beitner, Director of Data & AI at Inflexion 20:42

2M ago20:42

20:42

In this episode, Andy Davis sits down with Jan Beitner, Director of Data & AI at Inflexion, to explore how private equity–backed organisations can turn AI ambition into measurable business value. Jan shares a clear, ROI-driven framework for getting “AI ready” — from linking initiatives to value creation plans and embedding accountability at the top…

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Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464) 27:51

29d ago27:51

27:51

The movement of private wealth allocations to alternatives is one of the biggest questions impacting the future of private markets. Our Private Wealth miniseries shared perspectives from allocators and managers on the space. Since then, an Executive Order opened the door for 401(k) plans to adopt alternatives. I wrote, in a recent Musings for our P…

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Matt Spielman – Igniting Careers and Energizing Lives (EP.463) 48:28

2M ago48:28

48:28

My guest on today's show is Matt Spielman, Founder and CEO of Inflection Point Partners, an executive coaching firm that works with leaders primarily in investment organizations. Matt first joined me on the show four years ago, where we discussed his path into executive coaching, inflection points in his career, and his GPS system that aligns an in…

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[REPLAY] Matt Spielman – Executive Coaching in Asset Management (Capital Allocators, EP.210) 51:26

1M ago51:26

51:26

Matt Spielman is the Founder and CEO of Inflection Point Partners an executive coaching practice he launched after a twenty-year career in the financial and corporate world. Matt partners with high-performing executives and their teams in asset management, media, professional sports, and other industries, and last year was named one of the leading …

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Reading Catholic and Non-Catholic Literature with Dr. Elizabeth Reyes

2M ago

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By Dr. Stuart Squires

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AI Readiness Ep 19: How Regulated Industries Can Embrace AI Safely 32:02

2M ago32:02

32:02

In this episode of The Databricks Diaries: AI Readiness, Andy Davis sits down with Jessica Simons-Boswell, Enterprise Data Officer at Diligenta, to explore how financial services organisations can embrace AI while operating in a highly regulated, risk-averse environment. Jessica shares candid insights on: Why financial services often lag in AI adop…

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Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462) 1:08:40

2M ago1:08:40

1:08:40

Mason Morfit and Rob Hale are the co-CEOs of ValueAct Capital, which manages $11 billion in public equities focused on the US and Japan. Since its founding in 2000, ValueAct has charted a distinctive path in activist investing, eschewing confrontation and publicity in favor of quiet, meaningful partnerships with management teams. But they agreed to…

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Jack Kokko – Building the Google of Finance at AlphaSense (EP.461) 44:40

2M ago44:40

44:40

Jack Kokko is co-founder and CEO of AlphaSense, the market intelligence platform often described as "Google for finance." The company's 6,000 customers canvass 90% of the top asset management firms, all the world's leading investment banks, and over half of the Fortune 500 companies. Our conversation covers Jack's early frustration as an investment…

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AI Readiness Ep 18: Crossing the AI Chasm with Jack Levy at Allvue 18:43

2M ago18:43

18:43

In this episode of The Databricks Diaries, Andy Davis speaks with Jack Levy, Head of Data Strategy at Allvue, about what it really takes to prepare for AI. Jack shares why strong data foundations are non-negotiable, how cross-functional teams accelerate adoption, and why governance and guardrails matter more than ever. From hackathons and prototypi…

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Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460) 1:10:36

2M ago1:10:36

1:10:36

Herb Wagner is the Managing Partner of Finepoint Capital, a $4 billion opportunistic value hedge fund he founded eleven years ago after spending fourteen years at Baupost and two at Appaloosa under legendary investors Seth Klarman and David Tepper, respectively. Our conversation starts with Herb's hard work as a youth in small-town Ohio, his fortui…

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Driving Data Transformation and AI Readiness at Leeds Building Society 51:44

2M ago51:44

51:44

In this episode of The Databricks Diaries, Carole Roberts, Director of Technology and Data at Leeds Building Society, shares her journey to technology leader, and reflects on the pivotal role of data in organisational transformation. Carole provides candid insights into the cultural aspects of change, the importance of executive buy-in, and the com…

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Adrian Meli – Active Equity Excellence at Eagle (EP.459) 56:01

2M ago56:01

56:01

Adrian Meli is the co-CIO of Eagle Capital Management, a 36-year-old firm that manages $34 billion using a style-agnostic, long-only strategy. Adrian joined Eagle in 2008 from the hedge fund world and has helped build a team almost entirely comprised of analysts with similar DNA. Our conversation covers Adrian's early passion for finding value, pat…