Welcome to Series 1 of 2026 – we are now approaching the age of 6 – if we were a person we would be entering school, so we have come of age, and we are going deep.

Tune in to a series in which we question what it is to stick to one’s investment beliefs, hear about the changing world of OCIOs and take a different take on pension fund thinking. Our guests are:

• Kirsty Gibson of Baillie Gifford who discusses investment beliefs and the conviction of being an active manager
• Rich Nuzum of Franklin Templeton, who discusses the evolution of OCIOs
• Klaus Peterson of Apera Capital, discussing the opportunity in lower and middle market lending in Germany and the surrounding region
• Corey Then, general council - regulation at Circle, lifts the veil on Stablecoin and their promise
• Thomas Knowles of the Gratitude Railroad reveals the evolved state of impact investing
• William McGrath of C Suite Strategies has an unorthodox view on DB pensions and he would like you to know why
• Larissa Herczeg of 1 Seed, who shares the secret to seeding managers in the real estate arena
• Alison Taylor, of NYU Stern school, a legend in the corporate responsibility area
• Matt Rice of newly formed Vistamark Capital on the potential for OCIO and family advisory businesses.
• Adam Blitz of Evanston Capital, who explains their unique approach to unearthing talent in hedge fund investing

This podcast is kindly sponsored by Evanston Capital and Alvine Capital. For over 20 years Evanston Capital has had a key focus in identifying early-stage investment managers it believes are capable of generating long-term, value-added returns in complex, innovative strategy areas. Alvine Capital is a specialist investment manager and placement boutique with a particular focus on alternative assets with significant presence in London and Stockholm

Alison Taylor is Clinical Professor at the NY Stern School of Business – her Linkedin profile describes her as having “lots of other hats and even more opinions”. She is the author of “Higher Ground – How Business can do the right thing in a Turbulent World”, and has a successful Substack as well as being a member of multiple governance oriented boards such as the FT Moral Money Advisory Board as well as holding senior advisor roles at KKR and Unilever.

Our conversation starts out with her career journey, in which before joining the academic world she had such intriguing roles as a fraud and corruption investigator in the US and the Middle East. We discuss how this framed her mindset entering the corporate world, and then the pathway that led her to Stern School of Business.

Moving then to the central theme of corporate governance and corporate responsibility we discuss what it means to do the "right" thing, and some of the challenges that performative responsibility has led to. We speak about the prime importance of leadership and culture, and Alison emphasizes the need to focus on group behavior and predictable actions rather than individual morality. The importance of authenticity is noted as well as the need for credible and defensible approaches to diversity and sustainability.

Alison notes the trend of thinking becoming a luxury good and the need for offline, in-person events to foster critical judgment and EQ and we discuss the impact that AI will have on all of that.Finally we discuss Alison's recent launch on Substack and the reception that that kind of engagement has received compared to Linked In.

This podcast is kindly sponsored by Evanston Capital and Alvine Capital. For over 20 years Evanston Capital has had a key focus in identifying early-stage investment managers it believes are capable of generating long-term, value-added returns in complex, innovative strategy areas. Alvine Capital is a specialist investment manager and placement boutique with a particular focus on alternative assets with significant presence in London and Stockholm.

Larissa Herczeg is Founder and Managing Partner of 1 Seed Partners. One Seed Partners backs rising stars across the real estate complex Prior to founding 1 Seed she was Head of Seeding at Blue Owl, and prior to that CIO at Oak Street Capital before which she had series of financial roles. She was a 2025 Honoree for the Influential Women in Institutional Investing Awards.

Our conversation traces Larissa's first foray into real estate - how it was a default option rather than an original direction - but how it turned out optimally. We discuss the reasons she was attracted to the industry and the strong "human" component that drives deal success as well as organizational sustainability.

We turn then to discuss the seeding business in particular, and how so much more than capital is involved. We discuss today's landscape for emerging managers, how the goal posts have changed and how barriers to entry affect capital raising as well as getting a head start.

This podcast is kindly sponsored by Evanston Capital and Alvine Capital. For over 20 years Evanston Capital has had a key focus in identifying early-stage investment managers it believes are capable of generating long-term, value-added returns in complex, innovative strategy areas. Alvine Capital is a specialist investment manager and placement boutique with a particular focus on alternative assets with significant presence in London and Stockholm