Private markets have grown significantly over the past few years, fueled by scientific breakthroughs and technological innovation. Our experts discuss biotechnology, artificial intelligence and healthcare valuation trends, how venture capitalists and startups are navigating the complex regulatory landscape and other exciting opportunities for investors.
May 26
Maintaining Conviction Through Disruption
In this episode of the Center for Investment Excellence podcast, David Lebovitz is joined by Danielle Hines, Director of U.S. Equity Research, to discuss how a long-term, valuation-driven equity research process can help investors maintain conviction amid rapid disruption. They e ... Show More
18m 16s
Jan 2026
2026 Asset Allocation Draft
In this episode of the Center for Investment Excellence podcast, David Lebovitz and Jared Gross discuss their annual asset allocation draft. They review last year’s investment picks, share macroeconomic expectations for 2026, and debate opportunities across equities, fixed income ... Show More
40m 4s
Oct 2025
LTCMA’s 30th Anniversary: Shifting landscapes and silver linings
In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Tim Lintern, Research Analyst at J.P. Morgan Asset Management. Together, they unpack the latest findings from the 30th annual edition of Long-Term Capital Market Assumptions. The discussion ... Show More
22m 12s
Aug 2023
2471: SC Ventures by Standard Chartered and The Technologies Reshaping FinTech
<p>In this enlightening episode of Tech Talks Daily, I sit down with Thorsten Neumann from SC Ventures, the innovation engine behind Standard Chartered Bank. As the force overseeing technology at SC Ventures, Thorsten plays a pivotal role in seeking out disruptive business models ... Show More
30m 14s
Apr 2024
Navigating AI: Cultivate Healthy Human-Technology Partnerships
The potential of new AI tools is unarguable, but the fundamental question remains: How much do you trust AI? In this episode, which originally aired as part of our Top of Mind video series, Gartner Distinguished VP Analyst Mary Mesaglio explores both our trust and distrust of dig ... Show More
18m 48s
Apr 2024
Why Academic Partnerships May Be the Key to Innovation and Growth
Coming out of a tumultuous academic year, educational institutions are facing headwinds from all sides. Between maintaining financial sustainability, enrollment challenges and the need for technological innovation, collaborations between higher education institutions and the tech ... Show More
24m 12s
