

Prime Talks
Prime Quadrant
Welcome to Prime Talks, a podcast featuring exclusive interviews with industry legends from the financial world to explore their personal journey, where the world is today and what the future holds for family offices and high-net-worth investors.
Hosted by Mo Lidsky, the Chief Executive Officer at Prime Quadrant, a leading family office and investment advisory firm serving affluent families around the world. To learn more about Mo, visit www.primequadrant.com/people
Hosted by Mo Lidsky, the Chief Executive Officer at Prime Quadrant, a leading family office and investment advisory firm serving affluent families around the world. To learn more about Mo, visit www.primequadrant.com/people
Episodes
Mentioned books

Mar 29, 2022 • 54min
Ep. 13 Eileen Murray | The Changing Face of the Financial World
Eileen Murray, the Chair of FINRA and the Former Co-CEO of Bridgewater, talks about humble beginnings, talent and diversity, and the lasting effects of COVID-19 on the economy. Recorded on April 7, 2021.
This episode is from our Lunches with Legends™ virtual investor series. To view our upcoming event schedule, visit www.primequadrant.com/events
Be the first to find out about our latest events by following us on LinkedIn or subscribing to our mailing list.
All opinions expressed by participants in the video are solely their own, do not reflect the opinion of Prime Quadrant or its affiliates and are subject to change at any given time for any reason without notice. The information in this audio production is for informational and entertainment purposes. It does not constitute financial, investment, tax, or legal advice and should not be construed as such. Please see the appropriate professional advisor for advice specific to your situation.
References herein to Prime Quadrant refer to Prime Quadrant Corp., which is registered as a Portfolio Manager and Exempt Market Dealer in Alberta, British Columbia, Manitoba, Ontario, and Quebec, and as an Investment Fund Manager in Ontario and Quebec.

Mar 25, 2022 • 55min
Ep. 12 Jenny Johnson | Creating Value Across Generations
As part of the third generation to lead Franklin Templeton, Jenny Johnson walks us through her unique insights and perspectives on creating value across generations. Recorded on March 24, 2021.
This episode is from our Lunches with Legends™ virtual investor series. To view our upcoming event schedule, visit www.primequadrant.com/events
Be the first to find out about our latest events by following us on LinkedIn or subscribing to our mailing list.
All opinions expressed by participants in the video are solely their own, do not reflect the opinion of Prime Quadrant or its affiliates and are subject to change at any given time for any reason without notice. The information in this audio production is for informational and entertainment purposes. It does not constitute financial, investment, tax, or legal advice and should not be construed as such. Please see the appropriate professional advisor for advice specific to your situation.
References herein to Prime Quadrant refer to Prime Quadrant Corp., which is registered as a Portfolio Manager and Exempt Market Dealer in Alberta, British Columbia, Manitoba, Ontario, and Quebec, and as an Investment Fund Manager in Ontario and Quebec.

Mar 25, 2022 • 54min
Ep. 11 Mark Mobius | Finding Opportunities Where Others Aren't Looking
Recognized as the founder of the emerging markets asset class, Mark Mobius shares his approach to investing in global markets and what it means to find and measure value. Recorded on March 10, 2021.
This episode is from our Lunches with Legends™ virtual investor series. To view our upcoming event schedule, visit www.primequadrant.com/events
Be the first to find out about our latest events by following us on LinkedIn or subscribing to our mailing list.
All opinions expressed by participants in the video are solely their own, do not reflect the opinion of Prime Quadrant or its affiliates and are subject to change at any given time for any reason without notice. The information in this audio production is for informational and entertainment purposes. It does not constitute financial, investment, tax, or legal advice and should not be construed as such. Please see the appropriate professional advisor for advice specific to your situation.
References herein to Prime Quadrant refer to Prime Quadrant Corp., which is registered as a Portfolio Manager and Exempt Market Dealer in Alberta, British Columbia, Manitoba, Ontario, and Quebec, and as an Investment Fund Manager in Ontario and Quebec.

Mar 25, 2022 • 1h 2min
Ep. 10 Howard Marks | Finding Value in Today's World
Howard Marks, Co-Chairman of Oaktree Capital and accomplished author, discusses the challenge of finding value in today's world and how his investment philosophy differs from his children’s. Recorded on February 24, 2021.
This episode is from our Lunches with Legends™ virtual investor series. To view our upcoming event schedule, visit www.primequadrant.com/events
Be the first to find out about our latest events by following us on LinkedIn or subscribing to our mailing list.
All opinions expressed by participants in the video are solely their own, do not reflect the opinion of Prime Quadrant or its affiliates and are subject to change at any given time for any reason without notice. The information in this audio production is for informational and entertainment purposes. It does not constitute financial, investment, tax, or legal advice and should not be construed as such. Please see the appropriate professional advisor for advice specific to your situation.
References herein to Prime Quadrant refer to Prime Quadrant Corp., which is registered as a Portfolio Manager and Exempt Market Dealer in Alberta, British Columbia, Manitoba, Ontario, and Quebec, and as an Investment Fund Manager in Ontario and Quebec.

Mar 25, 2022 • 57min
Ep. 9 Stacey Cunningham | Perspectives from the Helm of the NYSE
Stacey Cunningham, President of the NYSE, shares her unique perspective on the new ways of going public today. Recorded on January 27, 2021.
This episode is from our Lunches with Legends™ virtual investor series. To view our upcoming event schedule, visit www.primequadrant.com/events
Be the first to find out about our latest events by following us on LinkedIn or subscribing to our mailing list.
All opinions expressed by participants in the video are solely their own, do not reflect the opinion of Prime Quadrant or its affiliates and are subject to change at any given time for any reason without notice. The information in this audio production is for informational and entertainment purposes. It does not constitute financial, investment, tax, or legal advice and should not be construed as such. Please see the appropriate professional advisor for advice specific to your situation.
References herein to Prime Quadrant refer to Prime Quadrant Corp., which is registered as a Portfolio Manager and Exempt Market Dealer in Alberta, British Columbia, Manitoba, Ontario, and Quebec, and as an Investment Fund Manager in Ontario and Quebec.

Mar 25, 2022 • 1h 1min
Ep. 8 Mike Milken | Five Decades of Innovation
Mike Milken, Chairman of the Milken Institute, talks about his five-decade journey from the financial world to healthcare and philanthropy. A fascinating hour with valuable takeaways that Mike has learned over the years. Recorded on January 13, 2021.
This episode is from our Lunches with Legends™ virtual investor series. To view our upcoming event schedule, visit www.primequadrant.com/events
Be the first to find out about our latest events by following us on LinkedIn or subscribing to our mailing list.
All opinions expressed by participants in the video are solely their own, do not reflect the opinion of Prime Quadrant or its affiliates and are subject to change at any given time for any reason without notice. The information in this audio production is for informational and entertainment purposes. It does not constitute financial, investment, tax, or legal advice and should not be construed as such. Please see the appropriate professional advisor for advice specific to your situation.
References herein to Prime Quadrant refer to Prime Quadrant Corp., which is registered as a Portfolio Manager and Exempt Market Dealer in Alberta, British Columbia, Manitoba, Ontario, and Quebec, and as an Investment Fund Manager in Ontario and Quebec.

Mar 25, 2022 • 57min
Ep. 7 Mohamed El-Erian | How Do We Make Sense of This Economy?
Mohamed El-Erian, President of Queen’s College of Cambridge and former CEO and Co-CIO at PIMCO, walks us through his thoughts on inflation, unemployment, and the four factors that explain the state of the global economy. Recorded on December 9, 2020.
Moderated by John Culbertson, President, and CIO of Context Capital Partners.
This episode is from our Lunches with Legends™ virtual investor series. To view our upcoming event schedule, visit www.primequadrant.com/events
Be the first to find out about our latest events by following us on LinkedIn or subscribing to our mailing list.
All opinions expressed by participants in the video are solely their own, do not reflect the opinion of Prime Quadrant or its affiliates and are subject to change at any given time for any reason without notice. The information in this audio production is for informational and entertainment purposes. It does not constitute financial, investment, tax, or legal advice and should not be construed as such. Please see the appropriate professional advisor for advice specific to your situation.
References herein to Prime Quadrant refer to Prime Quadrant Corp., which is registered as a Portfolio Manager and Exempt Market Dealer in Alberta, British Columbia, Manitoba, Ontario, and Quebec, and as an Investment Fund Manager in Ontario and Quebec.

Mar 25, 2022 • 1h 10min
Ep. 6 Stephen Schwarzman | The Pursuit of Excellence in Asset Management
Stephen Schwarzman, Chairman, CEO, and Co-Founder of Blackstone, talks about what risk means to him, long-term investing, and his view on the relationship between China and the US. Recorded on November 25, 2020.
This episode is from our Lunches with Legends™ virtual investor series. To view our upcoming event schedule, visit www.primequadrant.com/events
Be the first to find out about our latest events by following us on LinkedIn or subscribing to our mailing list.
All opinions expressed by participants in the video are solely their own, do not reflect the opinion of Prime Quadrant or its affiliates and are subject to change at any given time for any reason without notice. The information in this audio production is for informational and entertainment purposes. It does not constitute financial, investment, tax, or legal advice and should not be construed as such. Please see the appropriate professional advisor for advice specific to your situation.
References herein to Prime Quadrant refer to Prime Quadrant Corp., which is registered as a Portfolio Manager and Exempt Market Dealer in Alberta, British Columbia, Manitoba, Ontario, and Quebec, and as an Investment Fund Manager in Ontario and Quebec.

Mar 25, 2022 • 1h 3min
Ep. 5 Robert Smith | The Risks & Opportunities in Today's Digital World
Robert Smith, Founder, Chairman and CEO of Vista Equity Partners, talks about the risks and opportunities in today's digital world. Recorded on November 11, 2020.
This episode is from our Lunches with Legends™ virtual investor series. To view our upcoming event schedule, visit www.primequadrant.com/events
Be the first to find out about our latest events by following us on LinkedIn or subscribing to our mailing list.
All opinions expressed by participants in the video are solely their own, do not reflect the opinion of Prime Quadrant or its affiliates and are subject to change at any given time for any reason without notice. The information in this audio production is for informational and entertainment purposes. It does not constitute financial, investment, tax, or legal advice and should not be construed as such. Please see the appropriate professional advisor for advice specific to your situation.
References herein to Prime Quadrant refer to Prime Quadrant Corp., which is registered as a Portfolio Manager and Exempt Market Dealer in Alberta, British Columbia, Manitoba, Ontario, and Quebec, and as an Investment Fund Manager in Ontario and Quebec.

Mar 25, 2022 • 57min
Ep. 4 Kirsten Green & Geoff Lewis | Today’s Risks & Opportunities in Venture Capital
Kirsten Green, Founder and Managing Partner of Forerunner Ventures, and Geoff Lewis from Bedrock Capital talk about the risks and opportunities in today’s VC ecosystem. Recorded on October 28, 2020.
Moderated by Peter Lacaillade, Managing Director at SCS Financial.
This episode is from our Lunches with Legends™ virtual investor series. To view our upcoming event schedule, visit www.primequadrant.com/events
Be the first to find out about our latest events by following us on LinkedIn or subscribing to our mailing list.
All opinions expressed by participants in the video are solely their own, do not reflect the opinion of Prime Quadrant or its affiliates and are subject to change at any given time for any reason without notice. The information in this audio production is for informational and entertainment purposes. It does not constitute financial, investment, tax, or legal advice and should not be construed as such. Please see the appropriate professional advisor for advice specific to your situation.
References herein to Prime Quadrant refer to Prime Quadrant Corp., which is registered as a Portfolio Manager and Exempt Market Dealer in Alberta, British Columbia, Manitoba, Ontario, and Quebec, and as an Investment Fund Manager in Ontario and Quebec.


