Investor Day 2023

Investor Day 2022

2021 Investor Day

2018 Investor Day

1. Building a Sustainable Investment Organization
2. Hailing the Right Co-Investment
3. Building Alpha in Partnership
4. Playing Extra Innings of the Credit Cycle
5. Around the World in a New York Minute
6. Lightning Round: Making Sense of CLOs
7. Gender Diversity: Why Should You Care?

Cryptocurrency 2018

Corbin met with Kevin Worth, CEO of CoinDesk, to discuss cryptocurrencies and how to navigate the web of altcoins. CoinDesk is a leading digital media and information services company for crypto asset and blockchain technology. The focus was educational, since Corbin doesn’t have any meaningful exposure to the space. We’ve been looking at it for a few years now, and we know some major players in the industry, but haven’t identified the significant edge we look for before investing our clients' capital. Our key takeaways are summarized below.

1. Blockchain technology has the potential to be truly disruptive to current business models and add tremendous value through increased transparency, efficiency, and trust.
2. This technology is still in its infancy – only time will tell whether value will come from the technology protocol itself or from applications layered on top of this technology.
3. Despite recent financial media hype, we still need to focus on building out the technology (beneath the hype, lies the fundamentals).

2017 Investor Day

• Finding the FUN in Fundamental Equity with Eric Bannasch of Cadian Capital
• Co-Habitating in Co-Investments with Robert Knapp of Ironsides, Michael Bogdan of Post Road, Chris Mikosh of Tor
• A Tour Around the World with Robert Gibbins of Autonomy
• Cracking the Code in Credit with Kevin Ulrich of Anchorage