Leaders with Joseph Cass
S&P Global Ratings
Welcome to Leaders, a podcast featuring long-form conversations with senior investors, CEOs, and entrepreneurs on topics that matter most to the investment community. In each episode, Joe Cass, Senior Director at S&P Global Ratings, explores market trends, investment outlooks, and personal stories from industry trailblazers. Listen now on Apple Podcasts, Spotify, YouTube, Amazon Music, and Deezer. This podcast series was formerly known as Fixed Income in 15.
Episodes
Mentioned books
Feb 20, 2025 • 44min
Ep55: CalPERs CEO Marcie Frost on Private Markets & Building Her Career
In this episode, Joe is joined by Marcie Frost, CEO of CalPERS and Martina Cheung, CEO & President of S&P Global. Topics included Marcie's current view of the role of private assets in CalPERS portfolio, Martina's initiative and growth areas for 2025, Marcie's progression from typist to CEO and Martina's memories of breaking the gavel at the New York Stock Exchange.
Jan 29, 2025 • 28min
Ep54: Apollo's John Zito on Private Credit, His Career Path & Leadership
In this episode, Joe is joined by John Zito, Co-President of Apollo Asset Management and Alex Birry, Global Head of Credit Research at S&P Global Ratings. Topics included views on private credit and the evolution of private markets, John's career trajectory to Apollo, Alex on global mega trends and John's advice for managing high performing teams.
Nov 21, 2024 • 36min
Ep53: Ares' Michael Arougheti on Private Markets, Founding Ares & the Baltimore Orioles
In this episode, Joe is joined by Michael Arougheti, CEO & Co-Founder of Ares and Lynn Maxwell, Global Chief Commercial Officer at S&P Global Ratings. Topics included Mike's memories of co-founding Ares, the rise in popularity of private markets and how Mike was offered co-ownership of the Baltimore Orioles.
Oct 29, 2024 • 32min
Ep52: Blackstone's Jon Gray on Private Markets, Career Advice & Jogging on LinkedIn
In this episode of FI15, Joe is joined by Jon Gray, President & Chief Operating Officer at Blackstone and Doug Peterson, CEO & President of S&P Global. Discussion covered Doug's upcoming retirement, Jon on the future of private markets and infrastructure, Doug on GenAI and Jon on his viral jogging videos on Linkedin. This episode was recorded and published prior to Doug's retirement as CEO & President, he is now Special Advisor at S&P Global.
Oct 9, 2024 • 35min
Ep51: Richard Attias On FII8 & Networking With Super VIPs
In this episode of FI15, Joe is joined by Richard Attias, CEO & Founder of Richard Attias & Associates and CEO of the FII Institute. Topics included the upcoming FII Institute event in Riyadh, Richard's relationship with H.E Yasir Al-Rumayyan, how to successfully build senior relationships and Richard's networking tips to progress your career.
Sep 4, 2024 • 43min
Ep50: Mohamed El-Erian on how AI is changing investing
In this episode of FI15, Joe is joined by Mohamed El-Erian, President of Queens' College, University of Cambridge and Sudeep Kesh, Chief Innovation Officer at S&P Global Ratings. Topics discussed included the potential impact of AI on investing and portfolio management, how Mohamed incorporates data into his views, Sudeep on AI in movies and music and Mohamed's relationship with the Gen Z students at Queens'.
Aug 15, 2024 • 26min
Ep49: SKKY Partners Jay Sammons on Private Equity & Working With Kim Kardashian
In this episode of FI15, Joe is joined by Jay Sammons, Co-Founder of SKKY Partners and Raam Ratnam, Managing Director at S&P Global Ratings. Topics included SKKY Partners investment process, Jay's experience founding the company with Kim Kardashian, staying on top of consumer culture and Raam's takeaways from his career as an accountant.
Jul 3, 2024 • 38min
Ep48: T Rowe Price CIO Sebastien Page on Mega Trends, Leadership & Building a Linkedin Following
In this episode of FI15, Joe is joined by Sebastien Page, Chief Investment Officer at T Rowe Price and Alexandra Dimitrijevic, Global Head of Analytical Research & Development at S&P Global Ratings. Topics included both guests views on global mega trends, the future glide path of interest rates and inflation, Sebastien's experience building a 40,000+ following on Linkedin and a new quick fire round.
Jun 3, 2024 • 29min
Ep47: BlackRock's James Keenan on Navigating the Private Markets Landscape
In this episode of FI15, Joe is joined by Blackrock's Global Head of Private Debt James Keenan and Ruth Yang, Global Head of Thought Leadership at S&P Global Ratings. Topics included the rise in popularity of private markets, how both Blackrock and S&P Global Ratings approach the space, Jim's unpopular investment opinion and people inside and outside of S&P Global that inspire Ruth.
Apr 24, 2024 • 46min
Ep46: Ryan Serhant on Real Estate, AI and Building A Personal Brand
In this episode of FI15, Joe is joined by Real Estate mogul Ryan Serhant, Founder of SERHANT. and Gregg Lemos-Stein, Chief Analytical Officer – Corporates at S&P Global Ratings. The guests discuss the global real estate market, with Ryan sharing his expertise on leveraging social media and AI to drive success in the industry, and Gregg provides his experience of how large multi-national cooperations are currently utilizing AI to unlock new opportunities.
