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The Signal: A Third Bridge Podcast for Investment Professionals
Third Bridge
18 episodes
9 months ago
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Investing
Business
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All content for The Signal: A Third Bridge Podcast for Investment Professionals is the property of Third Bridge and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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Investing
Business
Episodes (18/18)
The Signal: A Third Bridge Podcast for Investment Professionals
Episode 17: Webinar - Critical private equity trends including infrastructure investing
In this webinar recording Third Bridge's Co-founder Joshua Maxey, industrials and energy analyst Peter McNally, and Mergermarket’s Senior PE specialist, Harriet Matthews discuss the trends reshaping the PE industry and the lure of infrastructure investing.
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2 years ago
45 minutes 19 seconds

The Signal: A Third Bridge Podcast for Investment Professionals
Episode 16: Webinar - Critical private equity trends including need-to-know AI investing
In this webinar recording Third Bridge's Co-founder Joshua Maxey, TMT veteran Scott Kessler, and Mergermarket’s Senior PE specialist, Harriet Matthews unpack the trends reshaping the PE industry and take a deep dive into AI investing.
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2 years ago
50 minutes 42 seconds

The Signal: A Third Bridge Podcast for Investment Professionals
Episode 15: The essential guide to investment research
Kay Guest of Aviva Investors, Mike Carrodus of Substantive Research, and Joshua Maxey of Third Bridge discuss how to navigate the investment research market and get the most out of your budget.
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2 years ago
48 minutes 55 seconds

The Signal: A Third Bridge Podcast for Investment Professionals
Episode 14: Ivan Peytchev of Brookfield - private equity reaches an inflection point
Ivan Peytchev, Senior Vice President, Private Equity at Brookfield Asset Management talks to us about the type of deals being done in today's market, how PE is innovating, and the intersection between traditional infrastructure and traditional private equity.
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2 years ago
36 minutes 43 seconds

The Signal: A Third Bridge Podcast for Investment Professionals
Episode 13: The aviation industry encounters an air pocket
In this episode, Ernest Arvai, President of The Arvai Group, and Peter McNally, Third Bridge’s Global Sector Lead for IME, discuss the aviation industry's response to pilot and mechanic shortages, disrupted business travel, electrification, and M&A activity.
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2 years ago
41 minutes 17 seconds

The Signal: A Third Bridge Podcast for Investment Professionals
Episode 12: How the conscious consumer is disrupting US alcohol sales
In this episode, Matt Bruhn, Chief Executive of Craft Standard and Alex Smith, Third Bridge’s Global Sector Lead for Consumer, discuss how the US alcoholic beverages market being reinvented.
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2 years ago
45 minutes 18 seconds

The Signal: A Third Bridge Podcast for Investment Professionals
Episode 11: Drug companies and the biggest healthcare reform in a decade
In this episode, Benedic Ippolito of The American Enterprise Institute for Public Policy Research and Lee Brown, Third Bridge’s Global Sector Lead for Healthcare take a deep dive into the Inflation Reduction Act and what it means for US healthcare provision.
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2 years ago
38 minutes 4 seconds

The Signal: A Third Bridge Podcast for Investment Professionals
Episode 10: The battle between TikTok, Instagram, and YouTube
In this episode, we take a look at how TikTok, Instagram, and YouTube are battling to dominate the short-form video category.  Scott Kessler, Third Bridge's Global Sector lead for TMT, and Sunil Singhvi, former Instagram partnerships lead for N Europe, explain each company's strategy and why it's so important to their future.
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3 years ago
43 minutes 7 seconds

The Signal: A Third Bridge Podcast for Investment Professionals
Episode 9: Kapil Kirpalani of KKR & Paul Caulfield of Third Bridge - on risk and compliance
This episode of The Signal is a compliance special, featuring Paul Caulfield, General Counsel and CCO at Third Bridge, and Kapil Kirpalani, CCO for APAC at KKR. At the heart of their discussion are the importance of corporate culture, ongoing dialogue with regulators, as well as the future of the compliance landscape.
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3 years ago
37 minutes 39 seconds

The Signal: A Third Bridge Podcast for Investment Professionals
Episode 8: Marc Rubinstein of Net Interest - analysing the world of finance
In this episode of The Signal, Marc Rubinstein discusses what he has learned during his 25 years investing in financial markets, how the 2007-08 financial crisis was a turning point in his career, and today’s "regime shift".
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3 years ago
35 minutes 5 seconds

The Signal: A Third Bridge Podcast for Investment Professionals
Episode 7: Kevin Kang of BKCoin Capital - an institutional approach to digital assets
As one of the first institutional investors in digital assets, Kevin Kang, founding principal of BKCoin Capital, talks about the genesis of his firm, debunks the myths surrounding this asset class, and tells us why allocators and managers should believe the future is bright for digital assets.
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3 years ago
34 minutes 18 seconds

The Signal: A Third Bridge Podcast for Investment Professionals
Episode 6: Where do Visa and Mastercard go from here?
Third Bridge’s VP, US, Peter Hobson, and Eric Grover, Principal of Intrepid Ventures, discuss the future of card payment networks, their potential for further growth plus the intensifying regulatory environment.
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3 years ago
41 minutes 55 seconds

The Signal: A Third Bridge Podcast for Investment Professionals
Episode 5: How gaming is fuelling the early Metaverse
Third Bridge’s Global Sector Lead for TMT, Scott Kessler, and Chris Collins, former Development Director at EA’s DICE Studio and owner of global video game consulting firm 16bit, discuss how the nature of gaming has changed, gaming as a precursor for the metaverse, and the sector’s biggest challenges and opportunities.
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3 years ago
41 minutes 6 seconds

The Signal: A Third Bridge Podcast for Investment Professionals
Episode 4: Mark Mobius of Mobius Capital - a life in emerging markets
With over 30 years of experience investing in emerging markets, Mark Mobius of Mobius Capital Partners LLP talks to Third Bridge about his investment philosophy, career highlights and thoughts on current market conditions.
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3 years ago
35 minutes 22 seconds

The Signal: A Third Bridge Podcast for Investment Professionals
Episode 3: A healthcare crisis in the making: Medicare and Medicaid
This episode digs deep into the factors driving a US healthcare crisis with Third Bridge’s Global Sector Lead for Healthcare, Lee Brown, and Safa Elshanshory, a strategist at a private healthcare services company. They discuss the potential impact of Medicare and Medicaid’s projected insolvency, how a recession will worsen the situation, and where that could leave those most in need of care.
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3 years ago
34 minutes 22 seconds

The Signal: A Third Bridge Podcast for Investment Professionals
Episode 2: Feeling the squeeze: how grocers and suppliers are dealing with inflation
Third Bridge’s Global Sector Lead for Consumer, Alex Smith, and Alex Brown, CEO at Baleigh Investments, discuss the many pressures facing retailers and suppliers amid today’s cost of living crisis. We also cover how the competitive landscape is evolving, and the contrasts between emerging and developed grocery markets. 
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3 years ago
48 minutes

The Signal: A Third Bridge Podcast for Investment Professionals
Episode 1: Shifting power: what’s next for global energy?
Peter McNally, Third Bridge’s Global Sector Lead for IME, and Neil Atkinson, an independent oil expert, shine a light on the unprecedented challenges facing the global energy sector, the evolving energy mix, and some of the most innovative solutions on the horizon. 
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3 years ago
45 minutes 43 seconds

The Signal: A Third Bridge Podcast for Investment Professionals
Trailer
If you’re a professional investor looking for a unique new source of unbiased insights - and a distinctive signal in the noise - tune in! As a market-leading global investment research firm, Third Bridge interviews hundreds of specialists every day.  These specialists cover investment targets as diverse as US vegan food manufacturers and European gene therapy to Chinese solar energy and Israeli cyber security. Catherine Ford, a journalist with a 20-year track record of reporting on a wide range of financial topics, including capital markets developments and M&A, introduces 'The Signal'.  In each episode, she'll take a deep dive with some of Third Bridge’s most remarkable specialists and clients - to uncover what investors need to know.
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3 years ago
1 minute

The Signal: A Third Bridge Podcast for Investment Professionals