Tomorrow's People

By: BFA Global Investors
  • Summary

  • Welcome to Tomorrow's People, our new podcast series that showcases the expertise of the best and brightest investors in venture capital and private asset investing.

    In each episode, BFA Founding Partner Gavin Ezekowitz will invite a leading investor across the BFA Global Investors ecosystem, covering areas such as venture capital, private equity and hedge funds.

    Join us as we bring you the top minds shaping global markets, and get into the game of private asset investing.

    ** Tomorrow's People is not financial advice. Visit https://bfainvestors.global/ for the full disclaimer.

    BFA Global Investors 2023
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Episodes
  • Gaming, Digital media disruptions and Epic Games: Bruce Stein (S3, Ep. 2)
    Aug 12 2023

    In this episode of Tomorrow's People, host Gavin Ezekowitz is joined by top gaming and tech investor and entrepreneur Bruce Stein to talk about founding aXiomatic, investing in Epic Games, the digital media landscape and where he sees the opportunity in the future of gaming.

    Bruce Stein is the Managing Director of Juno Capital Partners, a growth-stage investment fund and advisory services firm based in the US.

    Prior to Juno, Bruce co-founded and was the CEO of aXiomatic, an eSports and video gaming platform that invests in esports and video game companies, including Team Liquid, Epic Games, Niantic, Dapper Labs, Nifty games and more.

    Bruce has served as President, CEO and Board member of several toy, video game, technology and entertainment companies, including the President of Mattel.

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    31 mins
  • Why Hedge Funds Create Alpha and the Long Game for Macro Cycles: Bob Elliott (S3, Ep. 1)
    Jul 27 2023

    On our inaugural Tomorrow's People episode, host Gavin Ezekowitz is joined by renowned investor Bob Elliott to talk about hedge funds, macro cycles and their effect on asset prices, the effects of the Fed raising interest rates, inflation, unemployment and the impact on equities.

    Bob Elliott is the Co-Founder and CEO of Unlimited, which uses machine learning to create products that replicate the index returns of alternative investments.

    Prior to founding Unlimited, Bob was Deputy CIO at Bridgewater Associates where he created many strategies for the Pure Alpha fund across equities, fixed income, credit, exchange rates, and commodities. In his role on the Investment Committee, he was holistically responsible for the Pure Alpha foreign exchange portfolio from investment strategy to trade execution.

    Before that, he built and led Ray Dalio’s personal investment research team for nearly a decade.

    He’s the author of hundreds of Bridgewater’s widely read Daily Observations and directly counseled some of the world’s foremost policymakers and institutional investors on economic and investing issues.

    Bob holds a BA in History and Science from Harvard.

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    30 mins
  • Interest Rates, Inflation, Bonds and Market Volatility: Post FOMC with Roni Green | S2 E21
    Jun 18 2023
    Expert global credit analyst Roni Green (and the founder and manager of GFAM global credit opportunities fund) joins us on Tomorrow's News to discuss the recent FOMC meeting and its impact on the future path of interest rates. Whilst Roni believes the Fed may implement one more hike this year, he anticipates a long pause after that. Gavin, on the other hand, sees a soft landing scenario and predicts a steepening yield curve. They also delve into the fixed-income market, private credit, and the potential opportunities for high-quality bonds. —Any information in this podcast is not intended to promote or recommend any particular product or services offered by BFA. It does not take into account the objectives, financial situation, or needs of any investor. Before making an investment decision, investors should seek professional advice.
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    23 mins

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