Profile 11 min read

Lessons from Ana Marshall

Ana Marshall, Chief Investment Officer of the William and Flora Hewlett Foundation, favors concentrated portfolios and a small investment team; her disciplined frameworks connect asset allocation and manager selection with the demands of institutional oversight.
Profile 7 min read

Lessons from James Aitken

James Aitken, a macroeconomist who runs Aitken Advisors, studies the financial system’s plumbing through collateral, overnight lending, and liquidity, revealing how markets function and how central bank operations intersect with national resilience.
Profile 7 min read

Lessons from Charles Ellis

Charles Ellis, founder of Greenwich Associates and author of Winning the Loser’s Game, argues that modern investing rewards avoiding mistakes over brilliant stock picking, grounding his case in market efficiency, behavioral discipline, and the value of doing less.
Profile 11 min read

Lessons from Brad Stone

Brad Stone is a veteran technology journalist and Bloomberg News editor whose reporting examines Amazon, Uber, and Airbnb, revealing how demanding founders, asset-light models, and an uncompromising obsession with scale reshaped the global economy.
Profile 11 min read

Lessons from Cal Turner Jr

Cal Turner Jr. led Dollar General as his family’s rural retail venture became a Fortune 500 company, pairing servant leadership with close attention to working-class customers and trust in employees to solve ground-level operational problems.
Profile 9 min read

Lessons from Ellen Zentner

Ellen Zentner is an economist and thematic investing strategist whose forecasting method filters out short-term market noise to study structural forces, including demographics, the SHEconomy, and AI infrastructure, connecting macroeconomic policy and consumer behavior to a career grounded in data.
Profile 9 min read

Lessons from Eric Balchunas

Eric Balchunas is a Bloomberg Intelligence ETF analyst and author of The Bogle Effect who explains how passive investing, mutual ownership, and competition move markets by tracing the mechanics of how financial wrappers are built, sold, and traded.
Profile 11 min read

Lessons from David Enrich

David Enrich is The New York Times’ Business Investigations Editor, tracing misconduct across finance and law to show how banks and elite corporate law firms shape capitalism, while examining the legal pressures that threaten press freedom.

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