Compliance
First, it is useful to understand that our interview process is highly sensitive to your firms compliance requirements and department. We have been recording Invest Like the Best for 4 years and we have interviewed public market CEOs, hedge fund managers, buy side analysts, and everything in between. Our golden rule is to never publish anything that could create any compliance issues.
Our new show lives by those same standards. How we do it:
We include the compliance officer in every stage of the process, removing anything offensive or concerning Compliance has “final cut” of each episode, including a nuclear option to not publish because of compliance concerns (only ever used once in 4 years with Patrick) We’ve had many public markets CEOs and public equity investors of significant size on the show. In almost every case compliance reviewed carefully and blessed the episode. We’d do the same with you. Check with compliance on any off limits topics ahead of recording Edit it the show and share draft with compliance team Send transcript which can be easily edited (highlighting text to be cut) to compliance, and edit episode according to their feedback Final check in prior to airing Add standard legal disclaimers and ability to add any disclaimer the guest requires 1M+ listeners per month. Half are professional investors and the other half are public and private company operators (including 10% identifying as CEOs). This is your chance to be the conversation of record on a given topic. Significant inbound interest following each episode Giving back to the investment community in the form of lessons learned
Sample list of guests we’ve had on in the past:
Brad Gerstner - CEO at Altimeter Capital Jeremey Grantham - CIO at GMO Gavin Baker - CIO at Atreides Chris Bloomstran - CIO of Semper Augustus Micahel Mauboussin - Head of Consilient Research (Morgan Stanley Investment Management) Katrina Lake - Stitch Fix CEO 
Talking to Compliance