What role does culture play in driving investment success? In today’s episode, we explore the often overlooked, yet critical factor, of organizational culture and its impact on investment management and decision-making.

Bodhi's Founder and CEO, Dr. Ranjan Bhaduri, is joined by Dave Finstad, former visiting researcher at Bodhi Research Group and an investment management veteran with 30 years of experience. Together, they discuss the importance of culture in manager selection, the qualities that define a strong investment team, and how organizations can foster collaboration, accountability, and innovation. Drawing on personal anecdotes and empirical research, they reveal how the right cultural framework can be the key to long-term success in finance.

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Are managed account platforms the key to unlocking better governance and performance in pension and sovereign wealth funds? As financial markets evolve, institutions seek ways to balance control, transparency, and returns in their alternative investment strategies.

In today’s episode, Bodhi's Founder and CEO, Ranjan Bhaduri, is joined by François Rivard, CEO of Innocap Investment Management. Together, they discuss how managed accounts can offer pensions and sovereign funds unprecedented flexibility and control over their portfolios. They dive into common misconceptions—like concerns over cost and reduced investment opportunities—while explaining how managed accounts provide customized access to hedge funds, increase operational efficiency, and even create what they call "operational alpha." For any allocator looking to optimize their portfolio, this episode offers essential insights into the strategic value of managed account platforms.

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How much profit can hedge funds realistically extract from financial markets? In today’s episode, we explore the challenges of managing large pools of capital and whether there’s a natural cap on the dollar profit a fund can generate. As funds scale, the competition gets fiercer, transaction costs rise, and managers face growing pressure to maintain performance.

Bodhi's Operational Advisor, Matt Tambelini, is joined by John Soukous, CEO of Quan Capital Advisors. With years of experience as a portfolio manager and senior leader at Wellington Management’s Global Fixed Income and Hedge Fund business, John shares his insights on the limitations hedge funds face when managing billions in assets. They dive into the psychological pressures on portfolio managers, the role of talent in driving P&L, and how top funds navigate the complexities of capacity constraints. If you’re interested in understanding the mechanics behind hedge fund profitability and the highs and lows of being in the industry, let Matt and John pour you a cup of BodhiBrew.

Visit bodhiresearchgroup.com for more insights and to learn how we can support your journey.