Insightful Investor

Dr. Jared Szymanski, a physician in preventative and precision medicine focused on extending healthspan through early detection and personalized care. He discusses Medicine 3.0 and how proactive screening can spot disease decades before symptoms. Topics include wearable tech, metabolic monitoring, VO2 max and inflammation as early signals, and practical prevention habits like exercise, diet, sleep, and targeted testing.

Michael Gross, co-founder of SLR Capital Partners and former Apollo partner, is a pioneer of modern private credit. He explores how scaling has crowded parts of the market, why commoditization squeezes yields, and how complex strategies like asset‑based lending create differentiation. He also discusses monitoring, deal structure shifts, and where true opportunity may reemerge.

Asheesh Gupta, Managing Director who embeds data and AI into operations, and Young Lee, Co‑President experienced in buy‑and‑build value creation, discuss embedding AI into operating models. They cover time‑to‑decision, capturing unstructured data, building 60+ custom GPT workflows, preventing bias, productivity gains, and patterns that drive successful AI adoption across portfolios.

Carl is Co‑President and Co‑CEO of Osterweis Capital Management, a boutique investment firm founded in 1983 with approximately $8 billion in AUM (as of 12/31/25). We discuss public credit through an absolute return lens, with an emphasis on downside risk management, cycle awareness, and where markets may be mispricing risk.-This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Division of MAI Capital Management, LLC ("Evoke”), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC (“MAI”) is registered with the U.S. Securities and Exchange Commission ("SEC"), which does not imply any particular level of skill or training.Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by any person.While such sources are believed to be reliable, Evoke does not assume any responsibility for the accuracy or completeness of such information. Evoke does not undertake any obligation to update the information contained herein as of any future date.The content is intended for a general audience and does not constitute a recommendation to buy or sell securities or adopt any investment strategy. Any examples or scenarios discussed are illustrative only, involve risks and uncertainties, and do not guarantee future results. Non-traditional assets carry significant risks and may not be suitable for all investors. Decisions should be based on individual objectives, risk tolerance, and circumstances.Statements herein are general and may not reflect an individual’s or entity’s specific circumstances or applicable laws, which vary by jurisdiction. Further, speakers’ views are personal and may differ from Evoke and MAI recommendations and are not specific investment advice; and do not consider client objectives, risk tolerance, and diversification. Guests may have current or past relationships with Evoke and MAI, its affiliates, or the host, including as clients, service providers, or business partners. Participation does not constitute an endorsement or testimonial. No compensation has been paid or received for guest participation unless disclosed. MAI and its affiliates may have business relationships with entities mentioned in this podcast, which could create potential conflicts of interest. These relationships may include advisory services, investment management, or other arrangements. MAI seeks to manage such conflicts consistent with its fiduciary obligations and policies.(As of December 22, 2025)

Jack is the Co‑Founder and Executive Chair of Income Research + Management (IR+M), a specialist fixed income firm managing approximately $131B (as of 12/31/25). We cover his father‑son origin, first‑principles discipline, and how focus and culture power a client‑first edge—plus independence, balance, succession, and where their portfolio construction diverges.-This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Division of MAI Capital Management, LLC ("Evoke”), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC (“MAI”) is registered with the U.S. Securities and Exchange Commission ("SEC"), which does not imply any particular level of skill or training.Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by any person.While such sources are believed to be reliable, Evoke does not assume any responsibility for the accuracy or completeness of such information. Evoke does not undertake any obligation to update the information contained herein as of any future date.The content is intended for a general audience and does not constitute a recommendation to buy or sell securities or adopt any investment strategy. Any examples or scenarios discussed are illustrative only, involve risks and uncertainties, and do not guarantee future results. Non-traditional assets carry significant risks and may not be suitable for all investors. Decisions should be based on individual objectives, risk tolerance, and circumstances.Statements herein are general and may not reflect an individual’s or entity’s specific circumstances or applicable laws, which vary by jurisdiction. Further, speakers’ views are personal and may differ from Evoke and MAI recommendations and are not specific investment advice; and do not consider client objectives, risk tolerance, and diversification. Guests may have current or past relationships with Evoke and MAI, its affiliates, or the host, including as clients, service providers, or business partners. Participation does not constitute an endorsement or testimonial. No compensation has been paid or received for guest participation unless disclosed. MAI and its affiliates may have business relationships with entities mentioned in this podcast, which could create potential conflicts of interest. These relationships may include advisory services, investment management, or other arrangements. MAI seeks to manage such conflicts consistent with its fiduciary obligations and policies.(As of December 22, 2025)

Leland Clemens, founder and CEO of BondBloxx and former BlackRock iShares leader in fixed income ETFs. He discusses the evolution of bond ETFs and why a fixed-income-only platform was needed. Topics include innovations reshaping fixed income, precision and duration tools for advisors, private credit ETF design, liquidity and creation/redemption mechanics, and tax-aware active bond strategies.

Josh helps lead Boston Partners’ international and global long/short strategies at a firm managing $125 billion (as of 9/30/25). We talk about his data‑driven filtering process, persistent market anomalies, how he navigates regime shifts, and where he’s finding the most compelling opportunities around the world today.-This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Division of MAI Capital Management, LLC ("Evoke”), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC (“MAI”) is registered with the U.S. Securities and Exchange Commission ("SEC"), which does not imply any particular level of skill or training.Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by any person.While such sources are believed to be reliable, Evoke does not assume any responsibility for the accuracy or completeness of such information. Evoke does not undertake any obligation to update the information contained herein as of any future date.The content is intended for a general audience and does not constitute a recommendation to buy or sell securities or adopt any investment strategy. Any examples or scenarios discussed are illustrative only, involve risks and uncertainties, and do not guarantee future results. Non-traditional assets carry significant risks and may not be suitable for all investors. Decisions should be based on individual objectives, risk tolerance, and circumstances.Statements herein are general and may not reflect an individual’s or entity’s specific circumstances or applicable laws, which vary by jurisdiction. Further, speakers’ views are personal and may differ from Evoke and MAI recommendations and are not specific investment advice; and do not consider client objectives, risk tolerance, and diversification. Guests may have current or past relationships with Evoke and MAI, its affiliates, or the host, including as clients, service providers, or business partners. Participation does not constitute an endorsement or testimonial. No compensation has been paid or received for guest participation unless disclosed. MAI and its affiliates may have business relationships with entities mentioned in this podcast, which could create potential conflicts of interest. These relationships may include advisory services, investment management, or other arrangements. MAI seeks to manage such conflicts consistent with its fiduciary obligations and policies.(As of December 22, 2025)

David Wright, Head of Quantitative Investments at Pictet Asset Management, is a seasoned quant who leads AI‑driven, factor‑based strategies. He discusses the evolution of quant investing and how machine learning blends with traditional factors. Conversations cover model construction, signal conditioning, human roles versus ML, horizons where AI helps most, and guarding against data‑mining and signal decay.

Jenny Johnson, CEO of Franklin Templeton with decades steering its growth, shares how she balances heritage with innovation. Short takes cover acquisition strategy, scaling culture, AI and blockchain’s roles, democratizing private markets, and where mispriced opportunities may lie. The conversation highlights leadership, technology-driven product ideas, and a macro outlook for markets.

Ross is the CEO and Head of Research at Southeastern Asset Management, a firm with a 50‑year record of long‑term, concentrated value investing. In this episode, he breaks down how true multi‑year investing works in practice—from business‑people‑price discipline to the advantages of engagement, selectivity, and thinking far beyond the market’s short time horizon.-This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Division of MAI Capital Management, LLC ("Evoke”), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC (“MAI”) is registered with the U.S. Securities and Exchange Commission ("SEC"), which does not imply any particular level of skill or training.Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by any person.While such sources are believed to be reliable, Evoke does not assume any responsibility for the accuracy or completeness of such information. Evoke does not undertake any obligation to update the information contained herein as of any future date.The content is intended for a general audience and does not constitute a recommendation to buy or sell securities or adopt any investment strategy. Any examples or scenarios discussed are illustrative only, involve risks and uncertainties, and do not guarantee future results. Non-traditional assets carry significant risks and may not be suitable for all investors. Decisions should be based on individual objectives, risk tolerance, and circumstances.Statements herein are general and may not reflect an individual’s or entity’s specific circumstances or applicable laws, which vary by jurisdiction. Further, speakers’ views are personal and may differ from Evoke and MAI recommendations and are not specific investment advice; and do not consider client objectives, risk tolerance, and diversification. Guests may have current or past relationships with Evoke and MAI, its affiliates, or the host, including as clients, service providers, or business partners. Participation does not constitute an endorsement or testimonial. No compensation has been paid or received for guest participation unless disclosed. MAI and its affiliates may have business relationships with entities mentioned in this podcast, which could create potential conflicts of interest. These relationships may include advisory services, investment management, or other arrangements. MAI seeks to manage such conflicts consistent with its fiduciary obligations and policies.(As of December 22, 2025)