FGI Executive Speaker Series

 

Stephanie Lynch & James Ferguson, Global Endowment Management

0:00 Intro

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

0:00 Introduction 
1:50 Why invest?

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?

46:43 Conclusion

Walter Bayne, Cary Street Partners

0:00 Introduction

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?