# Julie Segal

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Episode 8: Sustainable Finance Youth Roundtable #2

Join Bo, Emile Lavergne (Manifest Climate), Julie Segal (Environmental Defence), and Kimberly Watada (CPP Investments) as they take a deep dive into sustainable finance. They share some of the work they're doing and some exciting opportunities for young people in Canada. If you are interested in l…

Are net zero commitments just greenwashing?

Guest: Julie Segal With COP27 having recently wrapped, credible climate plans — both at the state and corporate levels — are once again at the forefront of investors' minds. Julie Segal is the senior program manager for climate finance at Canadian charity Environmental Defence. She just returned…

Welcome to In Conversation with Julie Segal

Welcome to In Conversation with Julie Segal, a podcast about the world of institutional investors.  Music: Motivate Me by Mixaund

Ben Inker: What Looks Cheap and Dear in Today’s Market

Our guest this week on The Long View is Ben Inker. Ben is the head of asset allocation at GMO, a Boston-based investment manager famous for its asset-class forecasting. Ben joined GMO in 1992 after completing his bachelor’s in economics from Yale. He’s been an analyst, a portfolio manager, and a CI…

If It Trades, Alpha Fades: One Man’s Quest to Discover New Assets

Rishi Ganti argues there is a meaningful alternative to investing in tradeable markets — but it’s not easy. In this episode of the podcast, Julie Segal talks to Rishi Ganti, a veteran of J.P. Morgan and Two Sigma and co-founder of Orthogon Partners, which invests in untraded or esoteric assets. Or…

The Climate-Aligned Finance Act or CAFA

Finance is often made into an inaccessible topic to keep people out, but finance is also a vital force in the world that we should all play a role in shaping. Jessica talks with Julie Segal of Environmental Defence Canada about the role of finance in addressing climate change in Canada and a new po…

BlackRock’s Rick Rieder Asks ‘What Is Money’

In Episode 11, which was recorded live at the Morningstar Investment Conference in Chicago, Julie Segal talked to BlackRock’s Rick Rieder, who created THE buzz at the conference after his morning presentation, which he boldly called ‘What Is Money’ (and which included a prediction that AI would cre…

If Your Credit Relies on Growth, Avoiding Disruption, and IPO Exits, It Starts to Look a Lot Like Equity

Julie Segal speaks with Hamza Lemssouguer about the evolution of credit markets and the risks emerging in parts of private credit. They discuss how Europe’s fragmented system differs from the U.S., how the post-2022 shift in rates and liquidity is reshaping opportunities, and why some credit strate…

It’s Not Just Public Versus Private Credit Anymore

In this episode, Julie Segal speaks with Matt Harvey, head of direct lending at PGIM Private Capital, about how he evaluates opportunities as more companies tap both public and private credit markets for financing. The episode is a follow on to my podcast of July 17th, “AI’s Debt Boom Is Giving Cre…