Welcome to Thematic Investors, powered by Vidrio Financial.
The Thematic Investor podcast is hosted by Kieran Cavanna who is the Co-Founder and CIO of Old Farm Partners. This podcast will focus on institutional investment trends that are being explored, researched, and executed today by some of the best investors in the world. Listeners can expect forward-thinking insights from our monthly guests. The range of ideas and themes are expansive, and will include energy transition, emerging markets, technology, endowment allocation strategies, as well as exploring quantitative and discretionary investing strategies. Join us in listening to these innovative investors as it will be the best thirty minutes spent for those in the institutional investing arena. This podcast is being powered by Vidrio Financial.
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Welcome to Thematic Investors, powered by Vidrio Financial.
The Thematic Investor podcast is hosted by Kieran Cavanna who is the Co-Founder and CIO of Old Farm Partners. This podcast will focus on institutional investment trends that are being explored, researched, and executed today by some of the best investors in the world. Listeners can expect forward-thinking insights from our monthly guests. The range of ideas and themes are expansive, and will include energy transition, emerging markets, technology, endowment allocation strategies, as well as exploring quantitative and discretionary investing strategies. Join us in listening to these innovative investors as it will be the best thirty minutes spent for those in the institutional investing arena. This podcast is being powered by Vidrio Financial.
Thematic Investors: Alan Bezoza, DigitalBridge on finding the shiny penny in telecom investing
Thematic Investors
42 minutes 53 seconds
1 year ago
Thematic Investors: Alan Bezoza, DigitalBridge on finding the shiny penny in telecom investing
In the fast-paced world of institutional investing, the speed of innovation varies across different sectors. However, in the realm of telecommunications, investment strategies are constantly evolving. Whether your focus is on the cutting-edge upstream products like carriers, data centers, and telecom companies, or the dynamic downstream products such as semiconductors and the intricate supply chain … Read More Read More
Thematic Investors
Welcome to Thematic Investors, powered by Vidrio Financial.
The Thematic Investor podcast is hosted by Kieran Cavanna who is the Co-Founder and CIO of Old Farm Partners. This podcast will focus on institutional investment trends that are being explored, researched, and executed today by some of the best investors in the world. Listeners can expect forward-thinking insights from our monthly guests. The range of ideas and themes are expansive, and will include energy transition, emerging markets, technology, endowment allocation strategies, as well as exploring quantitative and discretionary investing strategies. Join us in listening to these innovative investors as it will be the best thirty minutes spent for those in the institutional investing arena. This podcast is being powered by Vidrio Financial.
