portfolio-manager

(4)
Legend
Don Schreiber Jr. and the Arithmetic of Staying in the Game
Founder · Investor · Executive

Don Schreiber Jr. and the Arithmetic of Staying in the Game

The WBI founder has spent four decades turning a concern about investment losses into portfolios, books, and software. His biggest launch tells a quieter story about how an advisor builds something that lasts.

don-schreiber-jr · wbiRead →
Legend
Justin Kelly and the art of paying attention
Investor · Executive · Operator

Justin Kelly and the art of paying attention

The Winslow Capital CEO has spent more than a quarter-century studying growth companies. On gravel roads outside Minneapolis, he has found a rather different use for his attention.

justin-kelly · winslow-capitalRead →
Legend
Alexander Casdin
Executive · Investor · Operator

Alexander Casdin

Alexander Casdin is the Chief Executive Officer of Epirium Bio, a San Diego biotechnology company developing small-molecule therapies to improve muscle function. A healthcare executive and institutional investor with more than 25 years in the industry, he stepped up from CFO and COO to CEO on January 1, 2025, the same month Epirium's lead drug MF-300 - a first-in-class oral 15-PGDH inhibitor for sarcopenia - cleared the FDA to begin human trials. Before Epirium he founded and ran Reneo Capital Management, was CFO of Sophiris Bio, and ran VP of Finance at Amylin Pharmaceuticals, and he sits on the board of Erasca as audit committee chair.

alexander-casdin · alex-casdinRead →
Legend
Conor Sen
Journalist · Investor · Author

Conor Sen

Conor Sen is a Bloomberg Opinion columnist and founder of Peachtree Creek Investments, an Atlanta-based money management firm. He built a national following by reading the economy through housing, demographics and the slow grind of millennials moving through their life stages, and turned a habit of arguing with strangers on Twitter into one of the most-cited macro voices in financial media. His tagline, 'The future is a policy choice,' doubles as his worldview.

conor-sen · bloomberg-opinionRead →