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Cambridge Conversations

Cambridge Associates
Cambridge Associates
Climate Investing
Pearl District, San Antonio, United States
Co-Investments
Esmée Fairbairn Foundation
Private Equity
MSI Express
Co-Investment Process
Culinary Institute Of America
Private Investments
Social Justice
Nonantum Capital Partners
San Antonio River

Cambridge Conversations offers a front-row seat to the candid, global dialogues shaping institutional investing. Join us as we connect with clients, managers, alumni, and industry insiders across the Cambridge Associates network for discussions on the topics that matter most.

PublishesInfrequentlyEpisodes5Founded10 months ago
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Artwork for Cambridge Conversations

Latest Episodes

Are investors driving forward while looking in the rearview mirror?

For much of the last 15 years, investors were rewarded for staying concentrated in what was winning, especially US equities, large-cap growth, and technology. But as market conditio... more

What does it take to build something that lasts for generations?

In this episode of Cambridge Conversations, we explore how bold vision, patient capital, and a deep commitment to community helped transform San Antonio’s Pearl district from a shutter... more

Co-investing is one of the most talked-about—and complex—topics in private investments today. As more investors seek to enhance returns and deepen relationships with managers, the co-investment landscape has evolved from a niche strategy to a core co... more

“Net zero” is everywhere in today’s climate dialogue, but what does it truly mean for institutional investors? In this episode of Cambridge Conversations, we unpack the realities of climate impact investing—where ambition meets action.

Host and Inve... more

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Recent Guests

Kit Goldsberry
Founder/CEO, Silver Ventures
Silver Ventures
Episode: The Portfolio Behind Pearl: Funding a 100-Year Vision
Bryant Ambelang
CEO, Silver Ventures
Silver Ventures
Episode: The Portfolio Behind Pearl: Funding a 100-Year Vision
Shawn Hatter
President, Oxbow Development Group
Oxbow Development Group
Episode: The Portfolio Behind Pearl: Funding a 100-Year Vision
Mary Jo Palermo
Cambridge Associates Partner and CIO, Private Client Practice
Cambridge Associates
Episode: The Portfolio Behind Pearl: Funding a 100-Year Vision
Rebecca Maia
Culinary student at CIA Pearl campus
Culinary Institute of America (Pearl campus)
Episode: The Portfolio Behind Pearl: Funding a 100-Year Vision
David Hernandez
Library attendant at Hotel Emma
Hotel Emma
Episode: The Portfolio Behind Pearl: Funding a 100-Year Vision
Scott Farden
Managing Director and COO at Nonantum Capital Partners
Nonantum Capital Partners
Episode: The Co-Investment Playbook: Navigating Opportunity and Complexity
Rob Long
Senior Investment Director of Co-Investments at Cambridge Associates
Cambridge Associates
Episode: The Co-Investment Playbook: Navigating Opportunity and Complexity
Dame Caroline Mason
Chief Executive Officer, Esmée Fairbairn Foundation
Esmée Fairbairn Foundation
Episode: Lessons in Climate Investing: The Journey of Esmée Fairbairn Foundation

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Lessons in Climate Investing: The Journey of Esmée Fairbairn Foundation
Q: What does a portfolio look like when you're embedding climate considerations into it from the ground up?
Simon outlines a step-by-step approach: define objective, establish guiding principles, inventory holdings, evaluate each investment's climate contribution, and then set concrete, time-bound actions instead of vague targets, emphasizing practical milestones like due diligence on climate funds.
Lessons in Climate Investing: The Journey of Esmée Fairbairn Foundation
Q: Caroline, would you mind telling us a bit about your background and your work at Esmée Fairbairn Foundation?
Caroline describes a career that moved from financial services to philanthropic investment, explaining how Esmée's goals center on nature, social justice, and community regeneration, and how the foundation sought to align grantmaking with investment decisions to avoid misalignment and maximize impact.
The Co-Investment Playbook: Navigating Opportunity and Complexity
Q: Rob, why are co-investment opportunities so enticing for LPs and what often prevents them from actually wiring funds?
Rob discusses no-fee, no-carried-interest aspects as a major lure, but cautions adverse selection and the need for disciplined guardrails, with speed, certainty, and a broad GP ecosystem as critical to actually closing investments.
The Co-Investment Playbook: Navigating Opportunity and Complexity
Q: Scott, can you talk to me a bit about the start to finish process of doing a co-investment, specifically starting with how you identify within a particular transaction that there is capacity for co-investing?
Scott explains they evaluate hundreds of opportunities annually, bid on a small fraction, and only pursue LP-aligned co-invests after a management meeting to assess capacity and fit, followed by LP matching and rapid diligence to secure commitments.

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How many episodes of Cambridge Conversations are there?

Cambridge Conversations launched 10 months ago and published 5 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Cambridge Conversations?

Recent guests on Cambridge Conversations include:

1. Kit Goldsberry
2. Bryant Ambelang
3. Shawn Hatter
4. Mary Jo Palermo
5. Rebecca Maia
6. David Hernandez
7. Scott Farden
8. Rob Long

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