Outside In with Jon Lukomnik
88 episodes - English - Latest episode: 4 months ago - ★★★★★ - 8 ratingsWell-known institutional investor and author Jon Lukomnik hosts Outside In, the interdisciplinary podcast for financial professionals who value different thinking. We interview fascinating people – from Shakespeare scholars to financial data scientists – to see what the financial community can learn from non-traditional sources and from traditional sources thinking in non-traditional ways. We’re breaking down the silos which too often surround the financial community. Come listen to the sounds of the walls collapsing.
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Episodes
Ted Seides of Capital Allocators On Finding that Manager Who So Blows You Away On Every Level, Learnings from His Bet with Buffett, Generating Investing Success and Giving to Charity
July 19, 2022 11:36 - 35 minutes - 32.5 MBTed Seides, CFA created Capital Allocators LLC to explore best practices in the asset management industry. He launched the Capital Allocators podcast in 2017 and the show reached ten million downloads in April 2022. Brunswick Group named it the top institutional investing podcast, and Barron’s, Business Insider, Forbes and Value Walk each named it among the top investing podcasts. Alongside the podcast, Ted advises both managers and allocators, compounding his knowledge and relationships to ...
Jan van Eck, CEO of VanEck, On Reading the Signs of Change, Being American Today, Blockchain Transparency, "Helicopter Ben" and His Love of Electronic Dance Music
July 12, 2022 10:18 - 31 minutes - 29.3 MBJan van Eck, CEO of VanEck, is an innovator. entrepreneur and podcast enthusiast with firsthand knowledge of today’s markets and the complex web of information that investors encounter on a daily basis. Furthering VanEck’s mission to anticipate asset classes and trends, Mr. van Eck has created strategic beta, tactical allocation, emerging markets, and commodity-related investment strategies in mutual fund, ETF, and institutional formats. Mr. van Eck founded the Firm’s ETF business in 2006....
Fantastic Negrito, 3-time Grammy Award Winning Musician, On His Father's Fabricated Existence, A Most Unexpected Ancestry, Oakland, Healing and Being Raised On The Streets By A Family of Eclectic Wolves.
July 05, 2022 10:23 - 33 minutes - 30.9 MBBorn Xavier Amin Dphrepaulezz, by now much has been made of Negrito’s own unique story—his early years growing up in an orthodox Muslim household, the doomed major label deal that turned him off of the music industry altogether, the near-fatal car cash that permanently damaged his guitar playing hand—as well as the remarkable redemption arc that began in 2015, when he won the first ever NPR Tiny Desk Contest. In the years that followed, Negrito would go on to take home three consecutive GR...
Jonty Hurwitz: Artist, Explorer, Engineer and Entrepreneur on Anxiety, Emergence, Daizy, the Coexistence of Multiple Realities and What It Means To Be Human.
June 28, 2022 09:11 - 33 minutes - 31 MBJonty Hurwitz is an artist, engineer, and entrepreneur. Heavily immersed in the world of tech and AI, he is also internationally recognised for his pioneering work in merging art and science. He deeply believes that our human relationships with technology are entering a new era and more than ever before, the ethics of our tools need to be at the heart of our work. On this episode of Outside In Jonty talks with Jon about his anxiety - sharing that fact that he has suffered with it all his ...
Fiona Reynolds, CEO Conexus Financial: An Unconventional Start, a Failed Coup at the PRI, '80s Rock and Balancing People, Profit and Planet.
June 21, 2022 05:13 - 30 minutes - 27.7 MBFiona Reynolds is the CEO of Conexus Financial. She served as the CEO of the Principles for Responsible Investment (PRI) for over nine years. As part of her role in the UK, she was on the board of a number of organisations including UN Global Compact, Climate Action 100+, the UK Green Finance Institute, the Greening the Belt and Road Global Committee, and the Asset Owners Net Zero Alliance Fiona has 25 years' experience in the financial services and pension sector. She joined the PRI from ...
Michael Abramowitz, president of Freedom House: Why Democracy Matters, Avoiding Complacency, the Need for Tech Transparency and Sober Dialogue.
June 14, 2022 10:03 - 32 minutes - 29.8 MBMichael J. Abramowitz is president of Freedom House. Before joining Freedom House in February 2017, he was director of the U.S. Holocaust Memorial Museum’s Levine Institute for Holocaust Education. He led the museum’s genocide prevention efforts and later oversaw its public education programs. He was previously National Editor and then White House correspondent for the Washington Post. He is a member of the Council on Foreign Relations and former fellow at the German Marshall Fund and the H...
Barbara Zvan, President & CEO at UPP Ontario, On Taking an Idea and Turning it Into a $12 Bn Institution. From Scratch. During COVID. She Talks About the Importance of People and Culture and Seizing the Opportunity That Is The Net Zero Transition.
June 07, 2022 10:10 - 25 minutes - 23.5 MBBarbara Zvan is the President and CEO of the University Pension Plan Ontario (UPP) and former Chief Risk and Strategy Officer for the Ontario Teachers' Pension Plan. Recognized as a leading voice on sustainable investing and a tireless ambassador for defined benefit pensions, Barbara brings institutional strength to complex challenges while forging new collaborative pathways for innovation and growth. She's a member of the Government of Canada's Expert Panel on Sustainable Finance and serve...
Journalist & Author Peter McKillop: Inside Policy at BlackRock, Pot Smoking Scandals and Analyzing World Leaders
May 31, 2022 10:25 - 29 minutes - 27.4 MBPeter McKillop is the founder of Climate & Capital Media, a mission-driven information platform exploring the business and finance of climate change. Peter founded Climate & Capital Media following a long career as a journalist at Newsweek and as a communications expert at financial institutions including BlackRock, KKR, UBS, JP Morgan and Bank of America. On this episode of Outside In Peter discusses ESG policy at BlackRock, breaking the Ginsburg pot smoking scandal and the importance of en...
Climate Activist and Corporate Governance Expert Karina Litvack On Having Her Freedom Threatened by a Corrupt Prosecutor, Changing Culture at a Major Oil and Gas Multinational and Giving Safe Harbour to Refugees Fleeing Conflicts
May 24, 2022 10:10 - 31 minutes - 28.4 MBKarina is an independent director of the Italian multinational energy company, Eni. She also chairs the Governing Board of the Climate Governance Initiative and is a Governor of the CFA Institute where she chairs the ESG Working Group of the Investment Sub-Committee and serves on the Governance Committee. She is best known as a corporate governance expert but not many corporate governance experts become an independent director of a major multinational energy company. She's a climate activist...
Ambassador (Rtd) Howard Gutman on Standing Up for Decency, Moving an Entire Nation, the Dire State of U.S. Coastal Protection and a Very Personal Formula for Moving On From Atrocities.
May 17, 2022 10:25 - 33 minutes - 31 MBAmbassador (Rtd) Howard Gutman is the Managing Director of The Gutman Group. His career has spanned the public and private sectors, both sides of the Atlantic and both sides of the political aisle, from K Street, to Silicon Valley, to Wall Street, to Hollywood, then to Brussels, the heart of the European Union and NATO, where he was dubbed by European press as “The Ambassador Who Makes Us Love America Again“. Howard talks with Jon about standing up for decency, fighting the damaging Foreign ...
Sustainability Veteran Jon Hale on ESG Culture Wars, a New Generation of 'Sustainabilians' and His LED Lightbulb Moment
May 10, 2022 10:09 - 34 minutes - 31.2 MBJon Hale is Global Head of Sustainability Research at Morningstar, Inc. where he focuses on ESG thought leadership and product strategy. Jon discusses the cause for the recent explosion in ESG, the various strains of ESG and how investors should think about it. He outlines why it's not a foregone conclusion that we're going to get a more favorable permanent regulatory regime in the U.S. despite the favorable action the Biden administration has taken.
Organizing Money: Straight Talk with Renaye Manley, Deputy Director for the Service Employees International Union Strategic Initiatives Department.
April 19, 2022 10:00 - 30 minutes - 27.8 MBRenaye works at the cutting edge of organized labor, public policy, and finance and her impact has been felt across all three. A former field organizer for the AFL-CIO, she is Deputy Director for the Service Employees International Union Strategic Initiatives Department, where she works with pension trustees who sit on 67 pension funds with collective assets under management of approximately a trillion dollars. In terms of public policy, she serves on the Biden-Harris transition team focusin...
Alex Edmans, Professor of Finance at the London Business School, on Confronting Confirmation Bias and Growing the Pie.
April 12, 2022 10:02 - 33 minutes - 30.2 MBAlex Edmans is Professor of Finance at London Business School. Alex graduated from Oxford University and then worked for Morgan Stanley in investment banking (London) and fixed income sales and trading (New York). After a PhD in Finance from MIT Sloan as a Fulbright Scholar, he joined Wharton in 2007 and was tenured in 2013 shortly before moving to LBS. Alex’s research interests are in corporate finance, responsible business and behavioural finance. He is Managing Editor of the Review of...
Hamburgers, Chair-dancing to Dr. Dre, and Saving America from the Asymmetric Dysfunction of Our Political Parties with Norm Eisen
April 05, 2022 10:00 - 30 minutes - 27.9 MBAmbassador (ret.) Norman Eisen is a senior fellow in Governance Studies at Brookings, executive chair of the States United Democracy Center, and a globally-recognized authority on law, ethics, and anti-corruption. He served as special counsel to the House Judiciary Committee for the Trump impeachment from February 2019 to February 2020. He is the author of A Case for the American People: The United States v. Donald J. Trump (Crown 2020) and The Last Palace: Europe’s Turbulent Century in Five...
Danielle Amato-Milligan, Ultimate Survivor and Renaissance Girl Who Always Figures It Out, On Collecting Art that You Care About, Her Love-hate Relationship with NFTs and Why She's Excited About the Intersection Between Science and Art.
March 29, 2022 10:18 - 27 minutes - 24.9 MBDanielle Amato-Milligan has extensive experience as a strategic advisor to nonprofit organizations in the areas of arts and cultural organizations, including artist- endowed foundations, and private and public foundations, social justice, higher education, health and human services, environmental and international relief. She advises their boards and leadership on a wide range of issues, including governance, strategic planning, strategic leadership development, organization design, change m...
Joe Nocera, Journalist and Author, On the Shakespearean Drama that is Business, the Exploitation of College Athletes and Getting Bitten In the Ass by Capitalism
March 22, 2022 10:51 - 35 minutes - 32.6 MBJoe Nocera is one of the most accomplished business journalists in the US. He has been a business columnist at Esquire, GQ, Fortune, Bloomberg, NPR and the New York times. Joe is the host and writer of The Shrink Next Door, which was the No.1 podcast in America in 2019. He's the author of a number of books, including "A Piece of the Action: How the Middle Class Joined the Money Class," "Good Guys and Bad Guys" (a collection of magazine and newspaper articles), "All the Devils Are Here: The ...
Barry Ritholtz, CIO of Ritholtz Wealth Management On Making ADHD His Superpower, Reforming the Capital Markets and Casting Light On Our Blind Spots
March 15, 2022 11:00 - 33 minutes - 30.9 MBBarry Ritholtz, co-founder, chairman and CIO of Ritholtz Wealth Management talks with Jon about making ADHD his superpower, the reforms he would make if he were king of the capital markets and his strategy for approaching decisions in life. Barry explains why he thinks the US public is not nearly as polarized as the parties and casts some light on our blind spots.
Matt Hougan, CIO Bitwise: Clarity Amid the Hype, Hyperbole and Misinformation Around Crypto
March 08, 2022 10:51 - 30 minutes - 28.2 MBMatt Hougan, CIO at Bitwise, talks to Jon about his path from minor league baseball mascot to a major league role in Crypto, his gift for making the complicated simple and why NFTs may be the biggest single idea that he's encountered in his professional life.
Jim McRitchie - Gadfly and Rebel With a Cause On Changing Corporate America
March 01, 2022 11:00 - 32 minutes - 30 MBJim McRitchie, corporate governance advocate, publisher of CorpGov.net and rebel with a cause talks to Jon about growing up in a segregated, sexist, economically isolated bubble, wealth inequality and how he and a small group of passionate, like-minded gadflies are changing corporate America one shareholder proposal at a time.
RIA Dasarte Yarnway On the New Generation of Wealth Management and the Future for Minority Advisors
February 22, 2022 11:00 - 30 minutes - 28.1 MBBerknell Financial founder Dasarte Yarnway talks to Jon about his childhood in the projects of Oakland, California, the son of Liberian immigrant parents, and how losing his father at a young age instilled a drive in him that made him one of the top high school running backs in the state of California and helped land him at UC Berkeley. When injuries cut his football career short, he pivoted into finance, working at wealth management firms before going out on his own as an RIA in 2016 and fo...
Journalist Bethany McLean On the Temperamental Toddler That Is the Stock Market
February 08, 2022 11:00 - 29 minutes - 27.1 MBVanity Fair contributing editor Bethany McLean is one of the world's most respected financial journalists. She has written for Slate and Fortune, where she published a 2001 article critical of the Wall Street darling Enron, helping to eventually expose the company as a fraud. She is the author of The Smartest Guys in the Room, also about the Enron scandal, All the Devils Are Here, about the 2008 financial crisis, and Saudi America, about fracking's impact on the U.S. economy. On this episode...
Mainstay L.A. Radio DJ Nic Harcourt On the Art of the Interview
February 01, 2022 11:00 - 30 minutes - 28.1 MBNic Harcourt joins Outside In this week to talk about his long-spanning career as a radio DJ, during which he's launched the careers of artists including Adele, Coldplay, the Arctic Monkeys, Lana Del Rey and more. The New York Times called him "the country's most important disc jockey and a genuine bellwether," and he is currently the host of "The NIc Harcourt Morning Show" on public radio station 88.5 in Los Angeles. Here, Jon talks to Nic about what it takes to be a great interviewer, why ...
"Godfather of ETFs" Reggie Browne On the Future Of Investing and Finance's Role in Systemic Inequality
January 25, 2022 11:00 - 32 minutes - 29.9 MBReggie Browne is a renowned financial market innovator, known as an early and influential champion of exchange-traded funds (ETFs). Here, Reggie talks to Jon about whether ETFs have become too much of a good thing, the ways that the markets have contributed to systemic inequity and what needs to change, and his passions as a collector of African American art and work on the boards of multiple arts organizations.
Stanley Bergman, CEO of Henry Schein, On the Impact that Growing Up In Apartheid South Africa Made On How He Leads
January 18, 2022 11:00 - 20 minutes - 18.9 MBStanley Bergman is the CEO of Henry Schein, the world's largest provider of healthcare products, services, and technology to office-based doctors and dentists. It sometimes flies under the radar, but shouldn't. Stan Bergman took over as CEO of a family-run dental distribution company with revenues of $225 million in 1989, roughly a third of a century ago, and today it has revenues and a market cap of more than $10 billion. Henry Schein is regarded as an exemplar of a company with a purpose a...
Magician Daniel Roy on the Psychology of Deception
January 11, 2022 11:10 - 37 minutes - 34.3 MBDaniel Roy is one of the world's leading close-up magicians and an expert card manipulator. He's performed on Penn and Teller's "Fool Us" and at Hollywood's premiere Magic Castle. Roy, 25, is also an astute student of neurobiology who has presented at the American Neuropsychiatric Association's annual conference. Listen as he talks to Jon about his origin story, magic, and the human ability to self deceive.
Corporate Governance Titan Amy Borrus on What Lies Ahead For Investors
January 04, 2022 11:00 - 29 minutes - 27.3 MBAmy Borrus is the Executive Director of the Council of Institutional Investors, or CII, the prominent U.S. trade group that represents asset owners and managers around corporate governance issues. Borrus, a former journalist for Business Week, talks with Jon about the ways ESG and corporate governance have evolved in the 30+ years she’s been following the industry, the enduring issues with dual-class voting and say-on-pay measures, and what the future looks like for investors.
Cathy Engelbert on Going from the Finance World to the WNBA
December 14, 2021 11:00 - 25 minutes - 22.9 MBWomen's National Basketball Association Commissioner Cathy Engelbert joins Jon to talk about leaving her post as the first female CEO of Deloitte in 2019, to become the first-ever Commissioner of the WNBA. Listen as she talks about the similarities between basketball and business, the challenges to sports bought by the pandemic and America's continued reckoning with racial inequity and gender inequity, and what's ahead for the growth of the WNBA.
Sustainalytics CEO Michael Jantzi on the Evolution of ESG and What's Ahead For Sustainable Investing
December 07, 2021 11:00 - 34 minutes - 23.4 MBMichael Jantzi is one of the giants of sustainable investing. He is the founder and long-time CEO of Sustainalytics, which was recently sold to Morningstar, and where he now focuses on the big picture as managing director for ESG strategy. Listen as Michael tells Jon how he is broadening the adoption of sustainable investing across multiple asset classes and investor segments and where he sees the future of sustainable investing headed.
Goodspeed's Donna Lynn Hilton on Who Gets to Tell the Story in America
November 30, 2021 11:00 - 26 minutes - 18.7 MBDonna Lynn Hilton, artistic director of influential musical theater company Goodspeed, joins Jon this week to talk about using theater to reflect a more inclusive, diverse, and even politically fraught U.S., the future of the medium, and how she navigates the tricky art of managing creative people in a collaborative environment.
Lord Chris Smith, Master of Pembroke, On the UK's Future and the Necessity of Failure
November 16, 2021 11:00 - 26 minutes - 16.5 MBLord Chris Smith, Baron Smith of Finsbury, is the master of Pembroke College at Cambridge University and is a former member of Parliament. He’s also a former UK Minister for Culture, Media and Sport and the former chair of the UK’s Environmental Agency. He joins Jon this week to talk about the importance of failing, the future of the UK post-Brexit, Cambridge’s divestment from fossil fuels, and why interdisciplinarity is crucial in all fields.
Dr. Lewis Teperman On What the Business World Can Learn from Organ Transplants
November 09, 2021 11:00 - 19 minutes - 13.6 MBDr. Lewis Teperman serves as the Vice Chair of Surgery and is Director of Solid Organ Transplantation at Northwell Health. His interest in medicine started with a childhood hamster who needed an appendectomy, and, later, he decided to organ transplantation surgery after seeing his college roommate lose his mother who couldn't receive a transplant in time. Here, Dr. Teperman, a pioneer in liver transplantation, shares what he's learned about all facets of medicine, including the business side...
Rick Funston on What Financial Advisors Can Learn from Hostage Negotiation
November 02, 2021 10:00 - 23 minutes - 21.6 MBRick Funston is CEO of Funston Advisory Services and the author of "Surviving and Thriving in Uncertainty: Creating The Risk Intelligent Enterprise" and was the National Practice Leader for Deloitte's Governance and Risk Oversight Services. Prior to that, he worked for several major public retirement systems, including the New York City Bureau of Asset Management and the California Public Employees' Retirement System. And before that, believe it or not, Funston was a hostage negotiator. Here...
"Queen of Good Corporate Governance" Nell Minow On Being in the Best of Times and the Worst of Times of Capitalism
October 26, 2021 09:00 - 23 minutes - 21.7 MBNell Minow has been an influential shareholder adviser and leader in the world of corporate governance for over three decades. She’s co-authored three books on corporate governance with Robert A.G. Monks, most recently the 5th edition of an MBA textbook titled Corporate Governance, published in 2011. She’s also a movie critic and edits the site, TheMovieMom.com. Here, Nell talks with Jon about the state of capitalism, what she’d like to tell the SEC, and the movies that get the financial wor...
Zach Schonbrun On the Connection Between Finance, Neuroscience and Sports
October 19, 2021 09:55 - 23 minutes - 21.6 MBAuthor Zach Schonbrun talks to Jon about his book, The Performance Cortex: How Neuroscience is Redefining Athletic Genius, and the powerful connection between the mind and athletic success. Schonbrun, a former New York Times sports reporter, is a senior editor covering business and technology at The Week magazine. Listen as he discusses the unexpected parallels between business and sports and what's to be learned from the compelling new world of neuroathletics.
Howard Sherman Is the ESG Data Guru to Know
October 12, 2021 10:00 - 25 minutes - 23 MBHoward Sherman is Executive Director of ESG at data giant MSCI, where he is responsible for MSCI’s corporate governance practice. Though ESG has exploded in popularity in recent years, Howard has been involved in corporate governance and sustainability issues for 35 years and his thoughts and opinions have helped determine the direction of ESG. Listen as Jon talks to Howard about the role of data in investing, as well as in ESG and sustainable investing, and the misuses of data that investor...
Author Margalit Fox on Her New Book and the Art of the Confidence Game
October 05, 2021 10:00 - 21 minutes - 19.7 MBBest-selling author Margalit Fox joins Jon today to talk about her new book The Confidence Men, the incredible true-life prison-break tale of two British WWI officers who escaped from a Turkish jail. Even better, the officers pulled one over on their captors using a homemade Ouija board. Margo is a gifted storyteller, having worked on the New York Times' obituaries section as a senior writer for years, penning wonderfully engaging narratives, and making obituaries into mini-biographies that ...
What Can the Financial World Learn From Shakespeare?
September 28, 2021 09:00 - 25 minutes - 23.8 MBOn the debut episode of Jon Lukomnik's new Spark Network podcast Outside In, the noted institutional investor and corporate governance expert talks to Shakespeare scholar Jim Shapiro, author of Shakespeare in a Divided America, about what the financial community can take away from the Bard about business.
Outside In: Series Trailer
September 22, 2021 19:20 - 1 minute - 1.04 MBListen to what lies ahead on Season 1 of Outside In with Jon Lukomnik