FGI Executive Speaker Series
Stephanie Lynch & James Ferguson, Global Endowment Management
0:10 What made you initially want to get into investing?
3:17 What is an endowment?
5:12 How did you go about co-founding GEM, and what advice do you have for girls pursuing careers in finance?
8:34 What are some differences between public and private investments?
9:51 What exactly is a private fund?
12:24 What are some qualities you look for in a fund or fund manager?
14:40 How can an individual investor apply GEM’s investing model to their own investments?
18:09 What does a day in the life of an entry- level analyst at GEM look like?
20:14 What advice do you have for a First Generation Investor?
Joel Holsinger, Ares Management Corporation
9:05 What's the Pathfinder Fund?
15:40 Why FGI?
18:05 Why Altfinance?
22:00 What's Private Credit?
28:00 How to buy debt?
31:14 How do you determine creditworthiness?
38:28 Why do people need credit?
41:05 What forms of credit does Ares offer?
42:59 What's a day in the life of an Ares employee?
45:10 What parting advice do you have for students?
Walter Bayne, Cary Street Partners
1:54 Why are organizations like FGI so important?
6:14 What is your role at CSP?
9:36 What is private wealth management?
15:23 What factors do you consider regarding a client’s investing goals?
18:01 What are asset classes?
24:17 How does CSP make money?
25:33 Do you think everyone should have a wealth manager?
31:39 What would a day in the life of an entry-level employee look like?
34:33 What advice do you have for a First Generation Investor?