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Rishi Renjen, founder of ROAM Global Management, teaches applied value investing at Columbia Business School and approaches public equities like private investments. His concentrated portfolios emphasize margin of safety, fundamental analysis, risk management, and value in a service-driven economy.
Munib Islam, founder of LTS One Management and former Third Point co-CIO, shifted from event-driven activism toward long-term ownership of high-quality compounders, emphasizing time arbitrage, business quality, and the discipline to sit patiently on great stocks.
Leon Cooperman, founder of Omega Advisors after a career at Goldman Sachs, practices catalyst-driven value investing through “variant perception”: using bottom-up research to challenge market consensus, identify mispriced assets, judge management, and frame wealth as carrying a moral obligation.
Kim Shannon, founder of Sionna Investment Managers and author of The Value Proposition, applies value-investing principles and an anthropological lens to market irrationality, offering a way to study psychology, navigate crises, and endure a male-dominated industry.
Jennifer Breheny Wallace is a journalist examining how academic and social pressures shape families. Her idea of “mattering” offers parents and educators a practical response to toxic achievement culture by separating a child’s inherent worth from performance.
Elizabeth Lilly, an author, illustrator, and animator, draws Geraldine and Let Me Fix You a Plate from her biracial Latina heritage and mobile childhood, showing how character design, pacing, and personal history can work together in visual storytelling.
David Marcus founded Zong before leading PayPal and Meta’s Messenger division, later co-created the failed Libra digital currency project, and now runs Lightspark. His career raises how builders scale consumer products amid corporate bureaucracy and global financial politics.
Anouk Dey, a Durable Capital Partners partner and Reclaim Childhood co-founder, combines experience analyzing small-cap growth stocks with operating sports camps for refugee girls in Jordan, illuminating how to evaluate equities and build sustainable organizations under resource constraints.