15 episodes

Art of Investing is a series of discussions with the world's best investors, company builders, academics, athletes, artists and human beings devoted to exploring the joys of compounding in all its forms.

Art of Investing Colossus | Investing & Business Podcasts

    • Business

Art of Investing is a series of discussions with the world's best investors, company builders, academics, athletes, artists and human beings devoted to exploring the joys of compounding in all its forms.

    Katie Koch: Be A Force Multiplier

    Katie Koch: Be A Force Multiplier

    Our teacher today is Katie Koch. Katie is the President and CEO of the TCW Group, a storied firm with over $200 billion in assets under management and a fascinating 50-year legacy as a pioneer in the investment industry. Katie just took the TCW reins in 2023 after more than 20 years at Goldman Sachs. She joined Goldman right after college as the self-proclaimed least capable person in the firm and rose to become chief investment officer of their 300-billion-dollar public equity business. 
    Katie has been a champion for expanding opportunities for students, and one initiative in particular is the Women's Investing Summit, which has become the preeminent all-female-led investing conference in higher education. With the sixth annual Women's Investing Summit on February 29th, we thought it would be fun to have Katie join us in the classroom to unpack her remarkable career. Please enjoy our class with the wonderful force multiplier, Katie Koch.

    Learn more about the Women’s Investing Summit. 

    For the full show notes, transcript, and links to mentioned content, check out the episode page here.

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    This episode is brought to you by Summus. Summus is a revolutionary health benefits solution, driving superior employee engagement while dramatically lowering your company's enterprise-level healthcare spend. They're completely transforming the world of health benefits by providing employers and their employees in any location, fast access to over 5,100 of the top medical specialists from America's very best medical centers for support across all health questions. If you're looking for a benefit that drives your employee engagement, truly takes care of your people in their most scary and vulnerable times, all while improving your healthcare ROI, visit GoSummus.info/AOI.

    This episode is brought to you by Hunt Club. Hunt Club unlocks relationships and helps companies grow. Whether it's recruiting your next hire, landing your next big partner, or financing your business, a trusted introduction always works more effectively. Hunt Club’s tech-enabled search model leverages the largest community of its kind to refer amazing talent on your behalf. Additionally, its software program, Atlas, helps organize the entire network of a company or fund and assists in streamlining the right introductions. If you're looking for the ideal solution for all of your talent needs, visit HuntClub.com/AOI.
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    Art of Investing is a property of Pine Grove Studios in collaboration with Colossus, LLC. For more episodes of Art of Investing, visit joincolossus.com/episodes. 
    Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.

    Follow us on Twitter: @ArtofInvest | @Buhrman_Rick | @PaulBuser | @JoinColossus
    Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

    Show Notes
    (00:00:00) Welcome to Art of Investing
    (00:02:38) First Question - ‘What Choice Would You Make If You Knew You Would Not Fail?’
    (00:05:00) Katie's Childhood and Lessons from Parents
    (00:13:24) Her Experience at the University of Notre Dame
    (00:24:15) Katie's 20-Year Career at Goldman Sachs
    (00:36:16) The Importance of Mentorship and Sponsorship
    (00:41:18) Building Meaningful Relationships for Career Growth
    (00:43:24) The Transition from Goldman to TCW
    (00:48:15) The Importance of Humility and Collaboration in Leadership
    (01:01:35) The Significance of Diversity in Investment Firms
    (01:07:30) The Role of a CEO and Building a Successful Team
    (01:10:42) Transitioning from Investor to Operational Leadership
    (01:12:06) Differentiating an Investment Organization
    (01:15:59) Balancing Family and Career
    (01:22:24) Debrief From Patty Brady on the Women's Investing Summit

    • 1 hr 32 min
    Oliver Thomas: Bootstrapped European Software Investing

    Oliver Thomas: Bootstrapped European Software Investing

    Today’s teacher is Oliver Thomas, founder and managing partner of Expedition Growth Capital. Expedition is a leading growth equity firm based in London, built to serve the next generation of capital-efficient, founder-led European software companies. Oli shares what it takes to win as an investor in this fascinating and attractive small corner of the market.
    This class is jam-packed with colorful stories, insightful career advice and a history on the bootstrap growth investing landscape that goes all the way back to the late '70s. Oli describes the archetype of bootstrap software companies and their elements of differentiation versus VC-backed peers, which tend to be better funded but more fragile due to capital dependency. Please enjoy our class with Oliver Thomas.

    For the full show notes, transcript, and links to mentioned content, check out the episode page here.

    -----
    This episode is brought to you by Summus. Summus is a revolutionary health benefits solution, driving superior employee engagement while dramatically lowering your company's enterprise-level healthcare spend. They're completely transforming the world of health benefits by providing employers and their employees in any location, fast access to over 5,100 of the top medical specialists from America's very best medical centers for support across all health questions. If you're looking for a benefit that drives your employee engagement, truly takes care of your people in their most scary and vulnerable times, all while improving your healthcare ROI, visit GoSummus.info/AOI.

    This episode is brought to you by Hunt Club. Hunt Club unlocks relationships and helps companies grow. Whether it's recruiting your next hire, landing your next big partner, or financing your business, a trusted introduction always works more effectively. Hunt Club’s tech-enabled search model leverages the largest community of its kind to refer amazing talent on your behalf. Additionally, its software program, Atlas, helps organize the entire network of a company or fund and assists in streamlining the right introductions. If you're looking for the ideal solution for all of your talent needs, visit HuntClub.com/AOI.
    -----
    Art of Investing is a property of Pine Grove Studios in collaboration with Colossus, LLC. For more episodes of Art of Investing, visit joincolossus.com/episodes. 
    Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.

    Follow us on Twitter: @ArtofInvest | @Buhrman_Rick | @PaulBuser | @JoinColossus
    Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).


    Show Notes
    (00:00:00) Welcome to Art of Investing
    (00:04:00) First question - Reflecting on an upbringing in Wales
    (00:12:33) The impact of sports during early years
    (00:18:33) Finding motivation and drive at a young age
    (00:24:09) Gaining insights into growth equity
    (00:23:44) Tracing the evolution of bootstrap investing
    (00:36:26) Key elements of successful bootstrap investing
    (00:47:37) Examining the 'likability factor' in equity capital
    (00:51:58) Introducing Expedition and its practices  
    (00:59:25) Offering guidance for establishing an investment firm
    (01:03:33) Highlighting favorite bootstrap companies collaborated with
    (01:12:21) Exploring AI's role in bootstrapped companies
    (01:16:11) Recommending inspirational resources

    • 1 hr 17 min
    Iris Rubin and Greg Maged - Building at the Crossroads of Beauty and Science

    Iris Rubin and Greg Maged - Building at the Crossroads of Beauty and Science

    Our teachers today are Iris Rubin and Greg Maged, co-founders of SEEN, the fast-growing good-for-your-skin hair care company creating a new category at the intersection of science, health, and beauty. This was an illuminating conversation with two people who had already accomplished so much in their lives and careers before embarking on an entirely new entrepreneurial path.
    This class has a number of fascinating dimensions to it, including lessons on how to successfully execute an unexpected second act mid-career, a case study on how to operate with a very different playbook to most early-stage companies, and attracting a purpose-built shareholder base. It's an inspiring story that began with a simple yet profound insight that hair care is skin care. It has snowballed into a movement to serve the hundreds of millions who struggle with various skin issues, from eczema to acne to hair shedding and beyond. Please enjoy our class with Iris and Greg.

    Check out helloseen.com

    For the full show notes, transcript, and links to mentioned content, check out the episode page here.

    -----
    This episode is brought to you by Summus. Summus is a revolutionary health benefits solution, driving superior employee engagement while dramatically lowering your company's enterprise-level healthcare spend. They're completely transforming the world of health benefits by providing employers and their employees in any location, fast access to over 5,100 of the top medical specialists from America's very best medical centers for support across all health questions. If you're looking for a benefit that drives your employee engagement, truly takes care of your people in their most scary and vulnerable times, all while improving your healthcare ROI, visit GoSummus.info/AOI.

    This episode is brought to you by Hunt Club. Hunt Club unlocks relationships and helps companies grow. Whether it's recruiting your next hire, landing your next big partner, or financing your business, a trusted introduction always works more effectively. Hunt Club’s tech-enabled search model leverages the largest community of its kind to refer amazing talent on your behalf. Additionally, its software program, Atlas, helps organize the entire network of a company or fund and assists in streamlining the right introductions. If you're looking for the ideal solution for all of your talent needs, visit HuntClub.com/AOI.
    -----
    Art of Investing is a property of Pine Grove Studios in collaboration with Colossus, LLC. For more episodes of Art of Investing, visit joincolossus.com/episodes. 
    Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
    Follow us on Twitter: @ArtofInvest | @Buhrman_Rick | @PaulBuser | @JoinColossus
    Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

    Show Notes
    (00:00:00) Welcome to Art of Investing
    (00:03:29) First question - Reflecting on formative experiences
    (00:10:15) Tracing the path to medicine and dermatology
    (00:16:51) The journey to founding SEEN
    (00:23:38) Identifying market opportunities for SEEN
    (00:32:10) Key decisions shaping business strategy
    (00:42:36) Navigating the B2C (business-to-customer) landscape
    (00:53:44) The impact of early investors on SEEN's evolution
    (01:00:04) Envisioning future objectives
    (01:06:50) Offering final pieces of advice

    • 1 hr 14 min
    Andre Perold - Lessons from an Investor-Teacher Legend

    Andre Perold - Lessons from an Investor-Teacher Legend

    Our teacher today is Harvard Business School legend, Andre Perold. Born and raised in South Africa, Andre taught at HBS for over 30 years, earning numerous awards for both his research and teaching excellence. If you were an aspiring investor attending HBS, Andre's class felt like the only class that mattered.
    He co-founded HighVista Strategies, a now leading investment firm that has $10 billion of AUM and focuses on investing in structurally inefficient opportunities across both public and private markets.
    In this session, Andre deconstructs the concept of compounding with an appreciation for both the academic and practical components. It was such a privilege to have Andre joined us in class as he represents the pinnacle of investor-teachers. I hope you enjoy our class with Professor Andre Perold.

    For the full show notes, transcript, and links to mentioned content, check out the episode page HERE
    -----
    This episode is brought to you by Summus. Summus is a revolutionary health benefits solution, driving superior employee engagement while dramatically lowering your company's enterprise-level healthcare spend. They're completely transforming the world of health benefits by providing employers and their employees in any location, fast access to over 5,100 of the top medical specialists from America's very best medical centers for support across all health questions. If you're looking for a benefit that drives your employee engagement, truly takes care of your people in their most scary and vulnerable times, all while improving your healthcare ROI, visit GoSummus.info/AOI.
    This episode is brought to you by Hunt Club. Hunt Club unlocks relationships and helps companies grow. Whether it's recruiting your next hire, landing your next big partner, or financing your business, a trusted introduction always works more effectively. Hunt Club’s tech-enabled search model leverages the largest community of its kind to refer amazing talent on your behalf. Additionally, its software program, Atlas, helps organize the entire network of a company or fund and assists in streamlining the right introductions. If you're looking for the ideal solution for all of your talent needs, visit HuntClub.com/AOI.
    -----
    Art of Investing is a property of Pine Grove Studios in collaboration with Colossus, LLC. For more episodes of Art of Investing, visit staygrovey.com. 
    Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
    Follow us on Twitter: @ArtofInvest | @Buhrman_Rick | @PaulBuser | @JoinColossus
    Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

    Show Notes
    (00:00) Welcome to the Art of Investing
    (02:51) First Question - Andre's Teaching Philosophy and Approach
    (04:42) Historical Perspective on Compounding
    (09:41) Investing in Your Human Capital
    (14:34) Early Teaching Experiences and Insights
    (17:51) The Importance of Networking and Experiences in MBA
    (20:20) The Innate and Acquired Aspects of Teaching
    (22:51) The Genesis of HighVista Investment Firm
    (24:39) The Evolution of Institutional Investing
    (27:12) The Shift to Smaller, Inefficient Markets
    (37:42) The Opportunities in Biotech Investments
    (42:48) The Intersection of Academia and Investing
    (53:18) The Power of Diversification in Compounding
    (54:15) The Role of Human Capital in Success
    (56:38) Andre's Final Lesson For The Class

    • 58 min
    Celebrating The Life Of John Glynn

    Celebrating The Life Of John Glynn

    Today we celebrate the extraordinary life of John Glynn, Founder of Glynn Capital, who passed away earlier this year with a more than 50 year career as a technology investor. As an early investor in a who's who of technology companies, from Intel to Facebook, John developed a reputation as both an astute arbiter of mega-trends, as well as a capital partner of choice to talented founders.
    In addition to investing, John was revered as a gifted teacher. For over 30 years, he taught courses on venture capital and entrepreneurship at his alma mater's Virginia and Stanford GSB.
    Even more than his investing success and teaching accolades, John will be remembered as a devoted family man. To properly honor John, we enlisted the help of our friend Patrick O'Shaughnessy to join us in interviewing John's son, David, who is Managing Partner of Glynn Capital. I hope you enjoy our class with Patrick and David as we honor the late, great John Glynn.


    For the full show notes, transcript, and links to mentioned content, check out the episode page here.

    -----
    This episode is brought to you by Summus. Summus is a revolutionary health benefits solution, driving superior employee engagement while dramatically lowering your company's enterprise-level healthcare spend. They're completely transforming the world of health benefits by providing employers and their employees in any location, fast access to over 5,100 of the top medical specialists from America's very best medical centers for support across all health questions. If you're looking for a benefit that drives your employee engagement, truly takes care of your people in their most scary and vulnerable times, all while improving your healthcare ROI, visit GoSummus.info/AOI.

    This episode is brought to you by Hunt Club. Hunt Club unlocks relationships and helps companies grow. Whether it's recruiting your next hire, landing your next big partner, or financing your business, a trusted introduction always works more effectively. Hunt Club’s tech-enabled search model leverages the largest community of its kind to refer amazing talent on your behalf. Additionally, its software program, Atlas, helps organize the entire network of a company or fund and assists in streamlining the right introductions. If you're looking for the ideal solution for all of your talent needs, visit HuntClub.com/AOI.
    -----
    Art of Investing is a property of Pine Grove Studios in collaboration with Colossus, LLC. For more episodes of Art of Investing, visit joincolossus.com/episodes. 
    Follow us on Twitter: @ArtofInvest | @Buhrman_Rick | @PaulBuser | @JoinColossus


    Show Notes
    (00:04:33) - (First question) - Celebrating John Glynn's legacy as a tech investor and teacher
    (00:10:19) - John’s most notable investments
    (00:13:39) - John's pivot from law to venture capital to pursue innovation and risk-taking
    (00:17:11) - How his father influenced David, melding success drive with a softer side
    (00:20:05) - David attributes his parents' great marriage to presence and dedicated problem-solving
    (00:23:47) - John's lifelong learning was fueled by his role as a coach at Glynn Capital
    (00:28:08) - Why John valued ample market opportunities and the art of understanding people
    (00:31:40) - Investing in Facebook early, recognizing the shift in communication
    (00:37:07) - John’s passion for teaching was driven by a desire to learn and help others succeed
    (00:42:11) - Creating case studies on active companies, fostering open-ended class discussions
    (00:46:34) - The best questions to ask a CEO about their company
    (00:51:06) - How John’s faith manifested in consistent action rather than spoken words
    (00:52:15) - John's legacy at Glynn Capital
    (00:54:17) - What may surprise people about John Glynn
    (00:59:21) - What David aspires to build at Glynn Capital
    (01:02:24) - How John’s belief in the art of investing emphasized the intangibles

    • 59 min
    Cal Fussman - Compounding Human Connections

    Cal Fussman - Compounding Human Connections

    Today's teacher is legendary journalist Cal Fussman. Whether you're trying to get your first job or you're leading a large company, your ability to authentically connect with others is one of the most important skills to cultivate. To help us explore this topic, we tracked down Cal, a world-renowned interviewer and storyteller. From his time at Esquire to his podcast, Big Questions, Cal has interviewed nearly every prolific figure imaginable: business icons like Jeff Bezos and Richard Branson, actors including Robert De Niro and Clint Eastwood, sports figures like Muhammad Ali and Serena Williams, and world leaders including several U.S. presidents. 
    Today, we turn the tables on Cal, putting him in the hot seat that he's accustomed to preserving for his guests, to hear what he's learned from interviewing so many exceptional people, why human connections matter so much, and how we can get better at making them ourselves. Please enjoy our class with Cal Fussman.

    Connect & Lead Through Storytelling: Calfussman.com

    For the full show notes, transcript, and links to mentioned content, check out the episode page here.
    -----
    This episode is brought to you by Summus. Summus is a revolutionary health benefits solution, driving superior employee engagement while dramatically lowering your company's enterprise-level healthcare spend. They're completely transforming the world of health benefits by providing employers and their employees in any location, fast access to over 5,100 of the top medical specialists from America's very best medical centers for support across all health questions. If you're looking for a benefit that drives your employee engagement, truly takes care of your people in their most scary and vulnerable times, all while improving your healthcare ROI, visit GoSummus.info/AOI.
    This episode is brought to you by Hunt Club. Hunt Club unlocks relationships and helps companies grow. Whether it's recruiting your next hire, landing your next big partner, or financing your business, a trusted introduction always works more effectively. Hunt Club’s tech-enabled search model leverages the largest community of its kind to refer amazing talent on your behalf. Additionally, its software program, Atlas, helps organize the entire network of a company or fund and assists in streamlining the right introductions. If you're looking for the ideal solution for all of your talent needs, visit HuntClub.com/AOI.
    -----

    Art of Investing is a property of Pine Grove Studios in collaboration with Colossus, LLC. For more episodes of Art of Investing, visit staygrovey.com. 
    Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
    Follow us on Twitter: @ArtofInvest | @Buhrman_Rick | @PaulBuser | @JoinColossus

    Show Notes
    (00:04:25) - (First question) - How it all started for Cal 
    (00:12:20) - Aiming for the heart; how to successfully engage individuals
    (00:20:55) - The Mikhail Gorbachev story
    (00:28:52) - Examples of other renowned storytellers that Cal has interviewed
    (00:32:15) - Shared traits among exceptional individuals that lead to greatness
    (00:38:18) - Stories of individuals that exemplify resilience and overcoming hardship
    (00:44:09) - A story about Nely Galán
    (00:52:22) - A not commonly known fact about the Martin Luther King “I have a dream” speech 
    (00:57:27) - How to navigate modern society when building authentic human connections has become more challenging
    (01:00:49) - Lessons learned from Cal’s friendship with Larry King
    (01:06:47) - Cal shares his experiences and insights gained from interactions with Muhammad Ali

    • 1 hr 12 min

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