MiB: Matt Cherwin, Co-Founder and Chief Investment Officer of Marek Capital
Matt Cherwin, co‑founder and CIO of the newly launched Marek Capital, sat down for a Risk and Reward interview to discuss the firm’s investment philosophy and market outlook. Cherwin brings 16 years of senior experience from JPMorgan, where he oversaw global spread markets, securitized products and treasury functions. He outlines a five‑vector framework—Money, Capital, Credit, Liquidity and Regulation—to evaluate market dynamics. The full conversation is available as a transcript and across major podcast platforms.
At The Money: Pursuing Alpha Through Exchange-Traded Funds
In the March 12, 2026 episode of "At the Money," Wes Gray of Alpha Architect explains how quantitative ETFs can deliver "poor man’s" alpha by embedding systematic factor exposures within low‑cost, tax‑efficient wrappers. He outlines the firm’s product lineup—including momentum,...
Transcript: Ed Perks, Franklin Income Investors CIO / Franklin Advisers President
Ed Perks, a 40‑year veteran of Franklin Templeton, serves as CIO of Franklin Income Investors and president of its advisory arm. He credits early cross‑asset roles—from equity research to convertible securities—in shaping a disciplined, risk‑focused income philosophy. Perks emphasizes evaluating...