Candid conversations with leading CIOs.
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Welcome to our Investment Podcast where our CIOs explore issues of the day with leading investors from inside and outside Brown Advisory.
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Ready to change how you think about cybersecurity? Every other week, Mimecast’s Brian Pinnock and Alice Jeffrey are joined by a special guest for tales of risk, reward and just a dash of ridiculousness. Whether it’s a tech expert who is not your average CIO or an expert from a field you wouldn’t expect, we’ll be exploring the lesser seen side of cybersecurity – to learn how we can all improve in the fight to stay safe.
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RIAcast is a podcast focused on the investment advisory community. In our episodes, we aim to provide interesting, provocative, and entertaining conversations with key players and thought leaders in the investment adviser space. Our goal at RIAcast is to provide a platform to present their stories and ideas. Matt Baum, RIAcast's host, is an active securities and commercial litigator with the law firm Ellenoff Grossman & Schole LLP. Please visit our website at http://www.riacast.com for more ...
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HedgeD, with a capital “D” for emphasis, brings listeners topical content from both sides of the ledger – the long side and the short side. In each episode, co-hosts Mark Yusko, Cory Lester and Andrew Schmeelk take a deep dive into an investment theme or concept, typically with the help of an expert guest from Morgan Creek’s expansive global network.
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Standing Post is the official podcast of the United States Secret Service! In this series, we interview active and former employees about their roles and responsibilities and hear inside information about the people and programs that make up the United States Secret Service. The Secret Service was established July 5, 1865, solely to suppress the counterfeiting of U.S. currency during the Civil War. Today, the Secret Service's mission has expanded beyond the scope of counterfeit currency and ...
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Election Reflections: Economic, Market and Policy Implications, A CIO Podcast Special
49:06
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In the latest episode of CIO Perspectives, Sid Ahl and Erika Pagel from Brown Advisory discuss the impact of the recent U.S. elections on markets and policy. Joined by colleagues Eric Gordon and Alice Paik, they delve into the implications of a "red sweep" with Trump winning the presidency and Republicans gaining control of both the House and Senat…
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Engineering Leadership for Scale, Agility, and Momentum with Jason LaFollette of Yext
35:26
35:26
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Jason LaFollette, CTO at Yext, shares his product-driven approach to leading agile teams, maintaining tech debt, and using a “top-down, bottom-up” style to keep productivity and momentum high. About the Guest: Jason LaFollette is Yext's Chief of Technology. Jason joined the company in 2014 and built out the enterprise consulting side of the busines…
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AI Business Strategy for CIOs with Naveen Zutshi of Databricks
36:23
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Naveen Zutshi, CIO at Databricks, shares his strategies for successful AI implementation. This must-listen episode is perfect for tech leaders wanting to learn how to craft an effective AI strategy, bridge gaps in tech teams, and drive innovation in your organization. About the Guest: Naveen Zutshi is the CIO at Databricks, previously CIO at Palo A…
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Japan’s Reforms, China’s Struggles and the Case for Asian Stocks with Ward Ferry’s Vineet Mitera
1:10:31
1:10:31
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In this episode of CIO Perspectives, Sid Ahl and Erika have a chat with Vineet Mitera, the CIO/Manager at Ward Ferry Management, an independent investment firm based in Hong Kong. The discussion highlights the investment landscape across various Asian markets, emphasizing the importance of healthy balance sheets, regional economic conditions, and s…
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Who Is Infinitum? Featuring John Yetimoglu, Infinitum Partners Founder & CIO [September 19, 2024 HedgeD, With A Capital “D” Webinar Series]
1:01:50
1:01:50
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In this episode of HedgeD, we replay the September 19th, 2024 HedgeD, With A Capital “D” webinar featuring John Yetimoglu of Infinitum Partners in conversation with Mark Yusko and Cory Lester of Morgan Creek Capital Management. Although still an emerging manager, Morgan Creek believes Infinitum and John possess some of the hallmarks of a hedge fund…
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Business-First IT in the AI Era with Cisco Sanchez of Qualcomm
39:19
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Cisco Sanchez, SVP and CIO at Qualcomm, shares his business-first philosophy to technology cultivated over 25 years of IT experience. Sanchez emphasizes the importance of IT professionals loving both technology and the business, creating roadmaps that align with business goals, and utilizing frameworks like Charlie Feld's approach. About the Guest:…
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The First Cut Is The Deepest featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management [July 25, 2024 HedgeD, With A Capital “D” Webinar Series]
44:16
44:16
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In this episode of HedgeD, we replay the July 25, 2024 HedgeD, With A Capital “D” webinar featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management. Previously, Mark and Cory discussed why they believe interest rates are likely to settle into a more normalized range over the coming years, compared to the near zero interest rate period…
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Empowering Citizen Developers and Reshaping Business with AI with Carter Busse of Workato
40:05
40:05
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Carter Busse, CIO at Workato, explores how AI is reshaping business decisions and empowering citizen developers. With over 20 years of IT leadership experience, Carter shares real-world automation examples and advice on navigating point solution vendors, and also discusses orchestrating data across systems, democratizing automation, and future tren…
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Exploring Small-Cap Value Investing with Lauren Taylor Wolfe of Impactive Capital
59:02
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In this episode of CIO Perspectives, Sid Ahl and Erika Pagel speak with Lauren Taylor Wolfe, co-founder and managing partner of Impactive Capital, a $3 billion active impact investing firm. Lauren explains her journey of active investing in smaller companies, emphasizing value and sustainability. She discusses the challenges and opportunities in th…
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Modernizing Legacy Systems with AI with Shelia Anderson of Aflac
36:44
36:44
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In this episode, Sheila Anderson, CIO at Aflac, discusses how the company is using AI to modernize while handling legacy systems. Sheila highlights key initiatives such as digital claims processing, establishing an AI center of excellence, and transforming internal operations. About the Guest: Shelia Anderson is an information technology executive …
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Ep. #066 - Pride Month Roundtable with the Secret Service LGBTQ Community
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🏳️🌈 Join us for a special Pride Month episode of Standing Post, where we feature a roundtable discussion with members of the LGBTQ community within the Secret Service. Our guests share their personal experiences and the challenges they have faced, providing insight into LGBTQ culture in our agency.In this episode, we discuss:• The history and trea…
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Powering the AI Boom, Investing in Aerospace, and a Surge in Drug Innovation
51:34
51:34
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In our latest episode, Sid Ahl and Erika Pagel are joined by portfolio manager and equity investor Eric Gordon to discuss some themes that have driven markets for several years now. These include the ongoing global inflation saga now entering its fifth year and the race to develop technology and business models around generative artificial intellig…
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Ep. #065 - Military Appreciation Month with CIO and Retired USMC BGen Kevin Nally
16:19
16:19
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The Secret Service prides itself on having a robust cadre of military veterans as Special Agents, Uniformed Division Officers, Technical Law Enforcement officers and as Administrative/Technical Professionals. In fact, our CIO Kevin Nally is a retired United States Marine Corps Brigadier General who served in the military for 34 years, including tou…
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Long/Short Equity Is Back!?!? Featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management [April 25, 2024 HedgeD, With A Capital “D” Webinar Series]
48:46
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In this episode of HedgeD, we replay the April 25, 2024 HedgeD, With A Capital “D” webinar featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management. Mark and Cory provide an update to previous podcasts where they discussed why they think higher interest rates should benefit long/short equity strategies. They are already starting to s…
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Ep. #064 - NCMEC Partnership With DSAIC Joan Hoback
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Dive into the latest episode of Standing Post with Deputy Special Agent in Charge Joan Hoback, our lead liaison with the National Center for Missing and Exploited Children. Joan gives an in-depth look at our partnership and how our Forensic Services Division supports investigations into missing children's cases and highlights our proactive Childhoo…
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Standing Post Presents My First Foot Beat - Ep. 018 - Sisters In Law Enforcement
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17:26
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In our special #WomensHistoryMonth episode of "My First Foot Beat," we're joined by an inspiring trio of siblings who've made their mark in law enforcement.Sgt. Tech. Natasha Rowles, alongside her sisters DEA Special Agent Raynette Kornickey and Metropolitan Police Department Commander Tatjana Savoy, delve into their unique journeys into law enforc…
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Ep. #063 - Women's Resource Groups featuring Inspector Ruano and ATSAIC Friedman
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In the latest Standing Post episode, we chat with Inspector Maria Ruano and ATSAIC Kelly Friedman about empowering women in law enforcement within our agency. Leading the Uniformed Division Women's Council and the 1811 Women's Working Group, they share their journey and the vital resources they've introduced for women's success. Their efforts not o…
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2024 Asset Allocation Perspectives / Outlook
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In our latest episode, Sid and Erika cover some of the major themes in the recently produced 2024 Outlook and share their thoughts on the surprising resilience of the US economy, the mounting impact of higher rates, concerns about the deficit and fiscal situation in the US, and the potential economic and market impacts of AI and the GLP-1 weight lo…
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Ep. #062 - Understanding Diversity, Equity and Inclusion with Executive Loucious Hires III
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In the latest episode of Standing Post, Executive Director of the Office of Equity and Employee Support Services Loucious Hires III discusses a topic that is difficult for some to talk about: diversity, equity and inclusion (DE&I). It's an incredible conversation with approachable definitions for diversity, equity and inclusion, and the important r…
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The 2024 Morgan Creek Investment Roundtable featuring Chris Hansen of Valiant Capital Management [January 25, 2024 HedgeD, With A Capital “D” Webinar Series]
1:06:53
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In this episode of HedgeD, we replay the January 25th, 2024 HedgeD, With A Capital “D” webinar featuring Chris Hansen of Valiant Capital Management. Prior to starting Valiant in 2008, Chris was a partner at Blue Ridge Capital where he worked beside and trained under legendary hedge fund investor John Griffin. In this conversation, Mark Yusko and Co…
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Why We Believe Biopharma Is Set For A Comeback [November 30, 2023 HedgeD, With A Capital “D” Webinar Series]
41:34
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In this episode of HedgeD, we replay the November 30th, 2023 HedgeD, With A Capital “D” webinar where Mark Yusko and Cory Lester talked about why they are so constructive on the outlook for Biopharma stocks. The fundamental disconnect between where Biopharma stocks are trading and the innovation and advancements in treatments reached an extreme lev…
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Ep. #060 - Presidential Protection with DAD Darryl Volpicelli
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In this episode of Standing Post, we have the unique opportunity to speak to Deputy Assistant Director Darryl Volpicelli, the former Special Agent in Charge of the Presidential Protective Detail. While he is currently an executive in our agency, as the SAIC of PPD, DAD Volpicelli was responsible for every element of security for the President, whet…
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Sunlight Is The Best Disinfectant: Why Higher Rates Could Benefit Long/Short Equity [October 26, 2023 HedgeD, With A Capital “D” Webinar Series
58:23
58:23
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Louis Brandeis, an American lawyer and Supreme Court Justice, famously said, “sunlight is said to be the best of disinfectants.” In the October 2023 HedgeD, With A Capital “D” webinar, Mark Yusko and Cory Lester explain why higher interest rates can be seen as the financial market’s sunlight, and why they believe the higher (i.e., brighter) they ge…
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Standing Post Presents My First Foot Beat - Ep. 017 - Joeniqua Colebrooke
19:35
19:35
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During this episode of My First Foot Beat, Sgt. Tech. Natasha Rowles talks to Off. Joeniqua Colebrooke. They discuss Officer Colebrooke's journey to the Secret Service, from the Bahamas to the US Army, and how her Army Military Occupational Specialty (MOS) influenced her decision to apply for our Airspace Operations Branch as a Uniformed Division o…
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Ep. #059 - The State of Investigations with Assistant Director David Smith
32:49
32:49
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In this episode of Standing Post, we talk to Office of Investigations Assistant Director David Smith to discuss the current state of Secret Service investigations and trends in cybercrimes. He highlights several specific criminal scams that have been on the rise, including Pig Butchering and ransomware, specifically noting the real-world implicatio…
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Standing Post Presents My First Foot Beat - Ep. 016 - Christina Werries
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In this episode of My First Foot Beat, Sgt. Tech. Natasha Rowles sits down with her long-time friend and Law Enforcement Instructor Christina Werries. Their friendship goes back more than 20 years and, like all good friendships, they have numerous memories and many experiences together, including an unthinkable life-changing event: Christina’s stag…
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Ep. #058 - From the NFL to CAT with Nate Burleson
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When the NFL comes knocking, you answer. So when former NFL wide receiver and current CBS Mornings co-host Nate Burleson expressed interest in training with the Secret Service, we opened our doors. He spent a hot July day undergoing a truncated selection process for our Counter Assault Team, part of our Special Operations Division. They went throug…
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Exposing Shortcomings in Cybersecurity Leadership and why we need more Dana Scullys
33:49
33:49
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In this episode of Phishy Business, we talk about the improper mindset of not thinking about security until after you have been breached, and some of the major problems this can cause. We do this through the lens of SIEM, ethical hacking, and a focus on the need for leadership in teaching organizations how to be secure. We also discuss how some IT …
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Standing Post Presents My First Foot Beat - Ep. 015 - Paige Tully
21:18
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In the latest episode of My First Foot Beat Sgt. Tech. Natasha Rowles talks to Off. Tech. Paige Tully about some of the unique roles she's had in the Secret Service, from working midnights at the White House to taking photos as a crime scene technician, and even working as an ambassador for the National Center for Missing and Exploited Children.Are…
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Ep. #057 - A Refugee's Dream with Officer Leth Oun
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36:23
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As a child, Uniformed Division Officer Leth Oun experienced some of the worst atrocities known to man: he grew up in Cambodia in the 1970s under the Khmer Rouge and Pol Pot’s reign of terror. After years of brutality, he was able to flee Cambodia and made his way to America as a refugee, settling in Maryland. He learned English, graduated from high…
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Built-In Bias: Existing Real-World Inequality in AI and Other Technology
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In this episode of Phishy Business, we talk about various important discussions around AI, including the concerning issue of built-in bias and stereotypes. Imagine AI thinking that all doctors must be male, and all nurses must be female? Well, according to ChatGPT, they are. Our special guest is Ivana Bartoletti, Global Privacy Officer at Wipro. Iv…
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Standing Post Presents My First Foot Beat - Ep. 014 - Sean Cherney
20:08
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In the latest episode of My First Foot Beat, Sergeant Technician Natasha Rowles sits down with Officer Sean Cherney to discuss his journey to the Secret Service. Their discussion covers a wide range of topics, from how his upbringing set him up with the values needed to be worthy of trust and confidence to Secret Service training and living in the …
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Protecting Shoes: Balancing Cybersecurity Strategy and Business Success at Dr Martens
31:51
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In this episode of Phishy Business, we talk about how today's cybersecurity strategy needs to focus on risk while still allowing smooth operation of the business. We also discuss how cybersecurity must involve the board so that business goals and cyber strategy align. Our special guest is Theo Botha, Global Information Security Officer at Dr. Marte…
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CIS Roundtable – Keeping the Public Sector Secure
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35:47
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In this episode of Phishy Business, we feature a roundtable discussion with three members from the Center for Internet Security. Mimecast CMO Norman Guadagno hosts this wide-ranging discussion that covers many topics including cybersecurity trends in the public sector and why information sharing is essential to keeping our connected world safe. Our…
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Ep. #056 - Community Roots With Special Agent Tory Green
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25:53
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Everyone’s path to the Secret Service is different. In the case of Special Agent Tory Green, his life started in a low-income, single-parent household and he somehow made his way to becoming an Eagle Scout, Huntsville Police Officer and eventually a Special Agent in the Secret Service. In this episode of Standing Post, we talk to him about his upbr…
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What has ESG got to do with Cybersecurity?
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In this episode of Phishy Business, we talk about environmental, social, and governance, commonly known throughout the corporate world as ESG, and how cybersecurity fits into corporate sustainability. Our special guest is Garyn Rapson who is a partner and the head of ESG at African law firm Webber Wentzel. Garyn manages a team of nine lawyers that …
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A New Bull Market? Markets shaking off a long list of concerns
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41:29
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In this episode, Erika Pagel and Sid Ahl are joined by Brown Advisory’s David Schuster, portfolio manager of the firm’s Small Cap Fundamental Value strategy, for a discussion about the surprising resilience of capital markets in the face of a challenging economic environment. For important disclosures and a list of terms and definitions, please vis…
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CIOs Should think like Entrepreneurs on Dragon’s Den
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32:51
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In this episode of Phishy Business, we talk about some of the cybersecurity trends and worries facing today’s global CIOs. Our special guest is Martin Wallgren who is the CIO of global logistics and shipping company, Gulf Agency Company, headquartered in Dubai. Martin says he is an entrepreneurial tech nerd with a business mindset who does business…
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Slow and Steady Wins the Race [June 1, 2023 HedgeD, With A Capital “D” Webinar Series]
47:55
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In the June 2023 HedgeD, With A Capital “D” webinar, Mark Yusko and Cory Lester discuss the potential advantages of long/short investing over the long run. They discuss why the math of loss in investing is so punishing, and how the long/short model may help position portfolios to recoup losses faster than more traditional strategies after a difficu…
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Standing Post Presents My First Foot Beat - Ep. 013 - Sgt. Mas and Off. Baker
27:30
27:30
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In the latest episode of My First Foot Beat, Sgt. Tech. Natasha Rowles sits down with Sgt. Joshua Mas and Off. Ryan Baker to talk about the joys of fatherhood, how they maintain a work/life balance in a high-profile law enforcement position and she even heard a few dad jokes.By U.S. Secret Service
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Ep. #055 - Turning Wrenches With Steven Abel
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15:28
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In this episode of Standing Post, we talk to Steven Abel, a Protective Armored Specialist in our Special Services Division. Steven has a unique job that is critical to our protective mission – he is responsible for the maintenance and upkeep of Secret Service vehicles, primarily the Presidential limo, which is commonly referred to as “The Beast.” H…
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Proud Hackers: Understanding Criminal Minds
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In this episode of Phishy Business, we talk about the psychology behind crime, particularly cybercrime and white-collar crime. We delve into the reasons why most cybercriminals are roaming free and don’t get caught, yet deep down, really want to tell their story. Our special guest is Mark T. Hoffmann, a crime and intelligence analyst and business p…
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Keeping Threats ‘At-Bay’ – Normalizing Cyber Insurance as Part of Business
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In this episode of Phishy Business, we bring you a special recording from the show floor at RSA Conference. Hosted by Mimecast’s CMO Norman Guadagno, this episode delves into cyber insurance and how managing risk has had to adapt to the modern digital economy. You’ll learn exactly what cyber insurance is, why it’s important and how insurers should …
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Ep. #054 - Examining Forensics with Meg O'Brien and Alicia Hope
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In this episode of Standing Post, we talk to two analysts in our Forensic Services Division about science-focused careers in a law enforcement agency. Supervisory Document Analyst Meg O’Brien and Fingerprint Specialist Alicia Hope discussed their early love of science, entering forensic career fields after college and how they help support investig…
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Standing Post Presents My First Foot Beat - Ep. 012 - Capt Kalogeras and Lt Hoey
30:56
30:56
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In a second special Mother’s Day episode of My First Foot Beat, Sergeant Technician Natasha Rowles talks to Uniformed Division Captain Georgene M. Kalogeras and her mother, retired Uniformed Division Lieutenant Carolyn M. Hoey (formerly Beal). Rowles and her guests discuss what life was like growing up in a Secret Service household, cultural change…
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Is China Investable? Featuring Nic Lee from Morgan Creek
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In this episode of HedgeD, we have on one of our favorite China experts – Morgan Creek’s very own Nic Lee. Nic has been at “The Creek” for the better part of two decades and during his tenure has spent the vast majority of his time in private markets focused on China. He brings a wealth of knowledge and perspective to the conversation and attempts …
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RSAC Part 2: CISO trends + thinking differently about tradeshows
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In part two of this special RSA episode Mimecast CMO, Norman Guadagno, interviews another four guests live from the conference show floor. We talk about how cybersecurity has changed over the years, bringing more diversity to the industry and how exactly one becomes a CISO. Our guests for part two: Julian Waits, SVP business development at Rapid7 (…
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ChatGPT buzz + much more from the RSAC show floor
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In this episode of Phishy Business, Mimecast CMO and guest host Norman Guadagno, chats to four different people at this year’s RSA Conference in San Francisco. Our guests were interviewed in our very own podcast recording studio at the Mimecast booth. In part one of this two-part episode, we learn more about our guests' roles, their companies, and …
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Banking Crisis Update, AI Developments & COVID Normalization
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In our latest episode, Sid and Erika are joined by Mick Dillon, who co-manages Brown Advisory’s Global Leaders and Global Focus strategies and has played a critical role in developing the firm’s global equity investment platform since joining Brown Advisory in 2014. Mick joins the podcast at an especially timely moment. Many investors and pundits c…
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Standing Post Presents My First Foot Beat - Ep. 011 - Sgt. Grimm and Off. Farrow
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In a special Mother’s Day edition of My First Foot Beat, Sergeant Technician Natasha Rowles talks to Sergeant Miranda Grimm and Officer Andrea Farrow about navigating two unique landscapes: motherhood and the Secret Service. In this insightful episode, they discuss the challenges they face as they balance the responsibilities of a Uniformed Divisio…
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