The intersection of technology and healthcare

The intersection of technology and healthcare

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Maintaining Conviction Through Disruption

In this episode of the Center for Investment Excellence podcast, David Lebovitz is joined by Danielle Hines, Director of U.S. Equity Research, to discuss how a long-term, valuation-driven equity research process can help investors maintain conviction amid rapid disruption. They e ...  Show more

2026 Asset Allocation Draft

In this episode of the Center for Investment Excellence podcast, David Lebovitz and Jared Gross discuss their annual asset allocation draft. They review last year’s investment picks, share macroeconomic expectations for 2026, and debate opportunities across equities, fixed income ...  Show more

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(0:00) Introduction and discussion on current market trends


(3:12) Main topic: AI and its recent surge in venture capital investing ...

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