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Unseen Upside: Investments Beyond Their Returns

1 S6:E1 AI & Education: Investing in the Future of Learning 40:43
40:43
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Discover how AI is breaking down barriers to education and tailoring learning experiences for students everywhere. From Duolingo’s global reach to the innovative use of AI in real classrooms at Miss Porter’s School in Connecticut, this episode explores how technology is expanding access, enhancing engagement, and equipping the next generation with essential skills—while ensuring integrity and safety remain at the forefront. Guests include: Luis von Ahn , CEO and Co-Founder of Duolingo Henry Ellenbogen , Chief Investment Officer at Durable Capital Partners Maureen Lamb , Latin teacher and the Language Department Chair at Miss Porter's School Dean Dimizas , Partner and Managing Director at Cambridge Associates Unseen Upside: Investments Beyond Their Returns is developed in partnership with PRX , an award-winning podcast media company. Cambridge Associates is a global investment firm that works with endowments, foundations, healthcare systems, pension plans, and private clients to implement and manage custom investment portfolios that aim to generate outperformance and maximize their impact on the world. Cambridge Associates delivers a range of portfolio management services, including outsourced CIO, non-discretionary portfolio management, staff extension, and asset class mandates.…
Vaughan Nelson Investment Management
Tout marquer comme (non) lu
Manage series 1522012
Contenu fourni par Vaughan Nelson Investment Management. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Vaughan Nelson Investment Management ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Podcast by Vaughan Nelson Investment Management
…
continue reading
325 episodes
Tout marquer comme (non) lu
Manage series 1522012
Contenu fourni par Vaughan Nelson Investment Management. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Vaughan Nelson Investment Management ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Podcast by Vaughan Nelson Investment Management
…
continue reading
325 episodes
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Vaughan Nelson Investment Management
1 Ep.326: (11.03.25) Private Credit, Bankruptcies, and Potential Fallout 10:24
10:24
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Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the recent First Brands and Tricolor bankruptcies related to private credit and the potential future fallout from private credit challenges.
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Vaughan Nelson Investment Management
1 Ep.325: (10.16.25) Q3 2025 Emerging Markets Strategy Recap 13:40
13:40
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Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 3rd Quarter of 2025.
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2025.
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Vaughan Nelson Investment Management
1 Ep.323: (10.15.25) Q3 2025 Value Opportunity Recap 10:21
10:21
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Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 3rd Quarter of 2025.
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Vaughan Nelson Investment Management
1 Ep.322: (10.15.25) Q3 2025 Select Strategy Recap 10:29
10:29
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Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 3rd Quarter of 2025.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 3rd Quarter of 2025.
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Vaughan Nelson Investment Management
1 Ep.320: (10.15.25) Q3 2025 International Strategy Recap 10:24
10:24
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Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 3rd Quarter of 2025.
Chris Wallis, CEO and CIO at Vaughan Nelson, shares his recent market observations after a rate cut and what he sees behind the broadening market rally.
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Vaughan Nelson Investment Management
1 Ep.318: (09.23.25) Winners & Warnings: Developed World Has Auto Problems 14:48
14:48
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Adam Rich, Deputy CIO and Portfolio Manager at Vaughan Nelson, discusses the Capital Allocation Team's most recent research; Developed World Has Auto Problems.
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Vaughan Nelson Investment Management
1 Ep.317: (09.10.25) Winners & Warnings: The AI Trade to Narrow 18:14
18:14
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Adam Rich, Deputy CIO and Portfolio Manager at Vaughan Nelson, discusses the Vaughan Nelson Capital Allocation Team's most recent research, The AI Trade to Narrow.
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Vaughan Nelson Investment Management
Chris Wallis, CEO and CIO at Vaughan Nelson, describes the Fed's historical independent role, examines risks to the USD as the primary reserve currency, and ties together inflation outlook and rates.
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Vaughan Nelson Investment Management
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the current rate environment, why it is time for a cut, and the state of inflation.
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Vaughan Nelson Investment Management
Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 2nd Quarter of 2025.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 2nd Quarter of 2025.
Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 2nd Quarter of 2025.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 2nd Quarter of 2025.
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 2nd Quarter of 2025.
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2025.
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Vaughan Nelson Investment Management
Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast to discuss the US' actions against Iran, the market simultaneously approaching all-time highs, and pressure on Chairman Powell to cut rates.
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Vaughan Nelson Investment Management
Chris Wallis, CEO and CIO at Vaughan Nelson, covers the role of tariffs, the U.S.' effort to increase taxes and reduce spending, April data and outlook, and taking on risk over the near to medium term.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 1st Quarter of 2025.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 1st Quarter of 2025.
Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 1st Quarter of 2025.
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2025.
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 1st Quarter of 2025.
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Vaughan Nelson Investment Management
1 Ep.301: (04.03.25) Tariff Shakeout - Market Sell Off, What to Expect 13:01
13:01
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Chris Wallis, CEO and CIO of Vaughan Nelson, joins the podcast during the post tariff sell off to discuss the market's reaction, investor expectations, and taking action.
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Vaughan Nelson Investment Management
1 Ep.300: (03.24.25) US Correction, International Equities, and Economic Changes 12:54
12:54
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Chris Wallis, CEO and CIO of Vaughan Nelson, touches on the US market correction and the noise around tariffs, the staying power of non-US equities, and changing economic themes globally.
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Vaughan Nelson Investment Management
1 Ep.299: (02.27.25) Tariffs, Response, Actions 14:19
14:19
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Chris Wallis, CEO and CIO of Vaughan Nelson, takes an in depth look at tariffs, company responses, and investor actions.
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Vaughan Nelson Investment Management
1 Ep.298: (01.28.25) Trump Policies, Liquidity, DeepSeek AI 12:23
12:23
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Chris Wallis, CEO and CIO of Vaughan Nelson, evaluates President Trump's economic policies, market liquidity, and the AI disruption resulting from DeepSeek.
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Vaughan Nelson Investment Management
1 Ep.295: (01.14.25) Q4 2024 Select Recap 10:58
10:58
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Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 4th Quarter of 2024.
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