Candid, technical conversations with the people who move capital—fundamentals, quant, and the infrastructure that binds them.
Fundamental investor & operator (17 yrs). Focus: idea arbitration, mosaic theory, PM dynamics.
CTO. Focus: research stacks, security, integration, and scaling analytics.
Quant lead; built NSage earnings forecaster. Focus: time-series, attribution, model risk.
Dissect real research workflows—what survives IC and what dies.
Quant meets fundamental: signals, attribution, drift, risk.
Tooling and data that actually changed a P&L.
Lessons from last earnings season—wins, misses, resets.
Behind Closed Doors is an independent podcast for investment-management professionals. We explore the technical decisions, workflows, and infrastructure that drive capital allocation across long-only funds, hedge funds, and family offices.
Our promise to guests and listeners
We prepare—custom brief, pre-call, and guardrails you approve.
No gotchas; we protect material non-public information.
You own your narrative—final review before publish.
We publish artifacts—show notes, key quotes, and a research checklist.
Nominate a guest or propose a topic