Insightful Investor

Soo Chuen is the founder of Discerene Group, a $2.5 billion investment manager (as of 12/31/24) specializing in fundamental, contrarian, long-term value investing in global equities. He shares insights into his unique investment approach, which emphasizes patience, structural moats, and significant margins of safety. -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)

Jason Illian, co-founder of Highmount Capital, shares his insights on leadership and legacy through a lens of integrity and curiosity. He emphasizes redefining success to focus on significance rather than just profits. Illian discusses innovative investment strategies that prioritize relationship-building, explores the impact of technology on various industries, and highlights his $100 million investment in Dude Perfect. He also contrasts building a legacy with constructing an empire, advocating for humility and empowerment in entrepreneurship.

Julian Brigden, Co-Founder of Macro Intelligence 2 Partners, shares his insights on global macroeconomic trends, focusing on the U.S. dollar and stocks. He discusses the historical influences shaping economic power and the effects of AI on productivity and national debt. Brigden also delves into the Mar-a Accord and its implications for trade dynamics. Geopolitical tensions, particularly between the U.S. and China, are explored, along with strategies for diversification and navigating market risks in an evolving economic landscape.

In this discussion, Katie Koch, CEO and President of TCW, shares her impressive career journey from Goldman Sachs to leading a global asset management firm. She delves into the essence of empathetic leadership and the balance between ambition and authenticity. Katie discusses the transformative impact of AI on investment strategies and the importance of adaptability in a shifting economic landscape. She also highlights the delicate navigation required amid rising market volatility, emphasizing the complexities and inherent risks in investing.

In this conversation, Paul Podolsky, Founder and CIO of Kate Capital and former portfolio strategist at Bridgewater Associates, shares his wealth of knowledge in investing. He explores the fusion of art and science in investment strategies, discussing the complexities of market volatility and the necessity for personalized approaches. Paul critiques conventional wisdom, particularly the risks tied to relying on the S&P 500, and delves into the critical roles of gold and Bitcoin as diversifiers. He highlights the importance of adapting strategies amidst geopolitical uncertainties.

Jeffrey Gundlach, the founder and CEO of DoubleLine Capital, shares his expert insights on the shifting economic landscape. He discusses the impact of rising interest rates and inflation on investment strategies. Gundlach emphasizes the need for portfolio diversification amid increasing national debt. He critiques current fiscal policies, arguing for reform to better serve future generations. The conversation also touches on the emotional aspects of investing and the risks associated with market trends, including the dominance of major stocks.

Jonathan is the Co-Founder and Chairman of Ruffer, a London-based investment firm focused on absolute returns. Jonathan shares his unique insights on financial market history, long-term cycles, and his market outlook, drawing on nearly five decades of experience.-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)

In this engaging discussion, Josh Kanter, Founder and CEO of Leaf Planner, combines nearly 25 years of family office expertise with personal anecdotes. He dives into the importance of creating a family owner’s manual, emphasizing how clear communication is crucial for multigenerational wealth management. Josh also highlights the challenges wealthy families face, including navigating family dynamics and ensuring continuity. With insights on customizing privacy in wealth management, he offers practical advice on building sustainable legacies that prioritize values over mere financial capital.

Bob Prince, Co-CIO of Bridgewater Associates, shares nearly forty years of expertise in hedge fund management. He discusses the intricate art of portfolio engineering, emphasizing the necessity for diversification and strategic assessment in today's fluctuating markets. Bob highlights the psychological aspects of investing, urging investors to embrace humility and continuous learning. He also addresses the impact of global economic shifts and stresses the importance of adapting strategies to manage risks effectively. Get ready for invaluable insights that blend psychology with practical investment approaches!

Richard is the founder of Legacy Capitals and author of Legacy and Love Your Clients. He explores the human side of wealth and delves into family dynamics, generational challenges, and strategies for preserving legacies.-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)