Profile 9 min read

Lessons from Allison Fisch

Allison Fisch is President and Portfolio Manager at Pzena Investment Management and a deep value investor in global and emerging markets. Her contrarian discipline turns on a crucial judgment: distinguishing a temporary setback from terminal decline amid shifting market psychology.
Profile 10 min read

Lessons from Ricky Sandler

Ricky Sandler managed the long-short equity hedge fund Eminence Capital until it closed. His “change in perception” strategy sought quality businesses as market consensus began to shift, combining fundamental research with risk management and attention to the growing influence of passive investing.
Profile 9 min read

Lessons from Kenneth Rogoff

Kenneth Rogoff is a Harvard economist, former IMF chief economist, and chess grandmaster whose research with Carmen Reinhart traces predictable patterns in debt-fueled collapses, sharpening questions about sovereign debt and structural risks across the global financial system.
Profile 10 min read

Lessons from Paul Johnson

Paul Johnson was a British historian and journalist whose narrative histories ranged from the American people to Christianity and Judaism, advancing a conservative challenge to natural human progress, moral relativism, state power, and intellectuals managing society.
Profile 8 min read

Lessons from Rahul Moodgal

Rahul Moodgal is a business development and investor relations veteran who led capital raising for major hedge funds, building his reputation by replacing high-pressure sales tactics with a patient, relationship-first approach to institutional allocators and high-stakes business.
Profile 11 min read

Lessons from Corey Hoffstein

Corey Hoffstein is the co-founder and CIO of Newfound Research, translating quantitative research into investable portfolios through ideas such as Return Stacking and Liquidity Cascades, with an emphasis on capital efficiency and portfolios investors can endure through drawdowns.
Profile 9 min read

Lessons from Alex Gurevich

Alex Gurevich is a mathematician and global macro investor whose “magic sword of necessity” framework favors trades built around conditions that must eventually hold, offering a rigorous lens on construction, risk management, and the mechanical realities of global markets.
Profile 8 min read

Lessons from Tido Carriero

Tido Carriero is an engineering and product executive who scaled technical organizations before co-founding Koala, advocating hiring for the “slope” of potential and practical frameworks that align engineering with go-to-market teams during rapid startup growth.

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