The Signal: A Third Bridge Podcast for Investment Professionals

The Signal, a podcast by the world’s leading independent research provider, Third Bridge, explores how some of the globe’s most investable industries are facing upheaval. https://signal.thirdbridge.com/

https://thirdbridge.podbean.com

Eine durchschnittliche Folge dieses Podcasts dauert 41m. Bisher sind 18 Folge(n) erschienen. Alle zwei Wochen gibt es eine neue Folge dieses Podcasts.

Gesamtlänge aller Episoden: 11 hours 43 minutes

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episode 18: Episode 17: Webinar - Critical private equity trends including infrastructure investing


In this webinar recording Third Bridge's Co-founder Joshua Maxey, industrials and energy analyst Peter McNally, and Mergermarket’s Senior PE specialist, Harriet Matthews discuss the trends reshaping the PE industry and the lure of infrastructure inve...


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 November 9, 2023  45m
 
 

episode 17: Episode 16: Webinar - Critical private equity trends including need-to-know AI investing


In this webinar recording Third Bridge's Co-founder Joshua Maxey, TMT veteran Scott Kessler, and Mergermarket’s Senior PE specialist, Harriet Matthews unpack the trends reshaping the PE industry and take a deep dive into AI investing.


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 September 20, 2023  50m
 
 

episode 16: Episode 15: The essential guide to investment research


Kay Guest of Aviva Investors, Mike Carrodus of Substantive Research, and Joshua Maxey of Third Bridge discuss how to navigate the investment research market and get the most out of your budget.


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 April 17, 2023  48m
 
 

episode 15: Episode 14: Ivan Peytchev of Brookfield - private equity reaches an inflection point


Ivan Peytchev, Senior Vice President, Private Equity at Brookfield Asset Management talks to us about the type of deals being done in today's market, how PE is innovating, and the intersection between traditional infrastructure and traditional privat...


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 February 27, 2023  36m
 
 

episode 14: Episode 13: The aviation industry encounters an air pocket


In this episode, Ernest Arvai, President of The Arvai Group, and Peter McNally, Third Bridge’s Global Sector Lead for IME, discuss the aviation industry's response to pilot and mechanic shortages, disrupted business travel, electrification, and M&A a...


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 January 3, 2023  41m
 
 

episode 13: Episode 12: How the conscious consumer is disrupting US alcohol sales


In this episode, Matt Bruhn, Chief Executive of Craft Standard and Alex Smith, Third Bridge’s Global Sector Lead for Consumer, discuss how the US alcoholic beverages market being reinvented.


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 November 28, 2022  45m
 
 

episode 12: Episode 11: Drug companies and the biggest healthcare reform in a decade


In this episode, Benedic Ippolito of The American Enterprise Institute for Public Policy Research and Lee Brown, Third Bridge’s Global Sector Lead for Healthcare take a deep dive into the Inflation Reduction Act and what it means for US healthcare pr...


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 November 14, 2022  38m
 
 

episode 11: Episode 10: The battle between TikTok, Instagram, and YouTube


In this episode, we take a look at how TikTok, Instagram, and YouTube are battling to dominate the short-form video category.  Scott Kessler, Third Bridge's Global Sector lead for TMT, and Sunil Singhvi, former Instagram partnerships lead for N Europ...


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 October 27, 2022  43m
 
 

episode 10: Episode 9: Kapil Kirpalani of KKR & Paul Caulfield of Third Bridge - on risk and compliance


This episode of The Signal is a compliance special, featuring Paul Caulfield, General Counsel and CCO at Third Bridge, and Kapil Kirpalani, CCO for APAC at KKR. At the heart of their discussion are the importance of corporate culture, ongoing dialogu...


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 August 15, 2022  37m
 
 

episode 9: Episode 8: Marc Rubinstein of Net Interest - analysing the world of finance


In this episode of The Signal, Marc Rubinstein discusses what he has learned during his 25 years investing in financial markets, how the 2007-08 financial crisis was a turning point in his career, and today’s "regime shift".


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 August 1, 2022  35m
 
 
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