Macquarie’s Ben Way on Infrastructure, Datacenters & Being Present
In this episode, Joe is joined by Ben Way, Group Head of Macquarie Asset Management and Andrea Quirk, Global Head of Credit Ratings at S&P Global Ratings. Discussion covered the explosion in growth of datacenters, how AI is driving demand for digital infrastructure and Ben’s view of being present in the moment throughout your career.
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39:38
Invesco CEO Andrew Schlossberg on Asset Management, AI & Football Culture
In this episode, Joe is joined by Andrew Schlossberg, President & CEO at Invesco, and Dan Draper, CEO at S&P Dow Jones Indices. Topics included Andrew’s journey from Invesco’s corporate training program to CEO, Dan’s perspective on the evolution of index-based investing, Andrew’s insights on AI integration in asset management, and Dan’s view on the future of the indexing business. The conversation also covered major industry trends, leadership advice for aspiring professionals, and experiences with football culture in London.
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30:48
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.
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43:43
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.
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27:43
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.
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.
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