
In Conversation with Julie Segal is a dialogue with the people who have shaped and continue to influence the world of institutional investors. The podcast will feature both familiar names talking about new ideas and upstarts who want to do things differently.
| Publishes | Monthly | Episodes | 19 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

In this episode, I spoke with Stuart Fiertz, co-founder and president of Cheyne Capital.
I've known Stuart for years and one of the things I appreciate most about him is his willingness to say things that many people in the industry are thinking but... more
In this episode, I speak with Luke Sarsfield of Ridgepost Capital about what’s actually changing in private markets — and what isn’t.
At the center of our conversation is a tension that’s easy to miss: investors in private markets aren’t just dealin... more
In this episode, Nick Liolis explains how Guardian reworked its investment model, moving its investment function into partnerships with HPS Investment Partners, Janus Henderson, and Hamilton Lane. Instead of simply allocating capital, the firm consol... more
Julie Segal speaks with Hamza Lemssouguer about the evolution of credit markets and the risks emerging in parts of private credit.
They discuss how Europe’s fragmented system differs from the U.S., how the post-2022 shift in rates and liquidity is r... more
After years of directing time, attention, and capital toward private markets, institutional investors are taking a fresh look at whether they underinvested — intellectually and operationally — in public markets.
Gerard O’Reilly, co-CEO of Dimensional... more
Amherst Group CEO Sean Dobson discusses the push to restrict institutional homebuyers, his work with lawmakers in Washington, and the politics driving the debate over single-family rentals.
Take a listen and email me with your thoughts and ideas at ... more
I first got to know Soraya Chabarek the way many relationships now begin: entirely on screen. Meeting in person was different. As Soraya notes in this episode, technology accelerates access, but it can’t replace human connection — a belief that has s... more
In Episode 11, which was recorded live at the Morningstar Investment Conference in Chicago, Julie Segal talked to BlackRock’s Rick Rieder, who created THE buzz at the conference after his morning presentation, which he boldly called ‘What Is Money’ (... more
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Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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The show centers on institutional investing, macro finance, and the evolving landscape of credit, public markets, and housing finance. Across episodes, the conversations often feature senior leaders and practitioners from major asset managers and financial firms, who share perspectives on how markets are shifting, the role of private versus public capital, and policy implications for long-horizon investing. Notable themes include how credit markets are evolving in Europe, the debate over active versus passive approaches in public markets, the interplay between housing finance and policy, and how large institutions are adapting to new technologies, regulatory environments, and shifting risk appetites. A standout aspect is the presence of hig... more
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These podcasts share a similar audience with In Conversation:
1. The Credit Edge by Bloomberg Intelligence
2. Capital Allocators – Inside the Institutional Investment Industry
3. Invest Like the Best with Patrick O'Shaughnessy
4. FICC Focus
5. Odd Lots
In Conversation launched 3 years ago and published 19 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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Recent guests on In Conversation include:
1. Luke Sarsfield
2. Nick Liolis
3. Hamza Lemssouguer
4. Gerard O'Reilly
5. Sean Dobson
6. Soraya Chabarek
7. Rick Rieder
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