Leaders with Joe Cass

Feb 19 2025 55 ep. 28 mins 34
Leaders with Joe Cass Podcast artwork

Welcome to Leaders, a podcast featuring long-form conversations with senior investors, CEOs, and entrepreneurs on topics that matter most to the investment community. In each episode, Joe Cass, Senior Director at S&P Global Ratings, explores market trends, investment outlooks, and personal stories from industry trailblazers. Listen now on Apple Podcasts, Spotify, YouTube, Amazon Music, and Deezer. This podcast series was formerly known as Fixed Income in 15.

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Ep55: CalPERs CEO Marcie Frost on Private Markets & Building Her Career

Feb 19 2025 43 mins  
In this episode, Joe is joined by Marcie Frost, CEO of CalPERS and Martina Cheung, CEO & President of S&P Global. Topics included Marcie’s current view of the role of private assets in CalPERS portfolio, Martina’s initiative and growth areas for 2025, Marcie’s progression from typist to CEO and Martina’s memories of breaking the gavel at the New York Stock Exchange.

Ep54: Apollo’s John Zito on Private Credit, His Career Path & Leadership

Jan 29 2025 27 mins  
In this episode, Joe is joined by John Zito, Co-President of Apollo Asset Management and Alex Birry, Global Head of Credit Research at S&P Global Ratings. Topics included views on private credit and the evolution of private markets, John’s career trajectory to Apollo, Alex on global mega trends and John’s advice for managing high performing teams.

Ep53: Ares' Michael Arougheti on Private Markets, Founding Ares & the Baltimore Orioles

Nov 21 2024 36 mins  
In this episode, Joe is joined by Michael Arougheti, CEO & Co-Founder of Ares and Lynn Maxwell, Global Chief Commercial Officer at S&P Global Ratings. Topics included Mike’s memories of co-founding Ares, the rise in popularity of private markets and how Mike was offered co-ownership of the Baltimore Orioles.

Ep52: Blackstone’s Jon Gray on Private Markets, Career Advice & Jogging on LinkedIn

Oct 29 2024 32 mins  
In this episode of FI15, Joe is joined by Jon Gray, President & Chief Operating Officer at Blackstone and Doug Peterson, CEO & President of S&P Global. Discussion covered Doug’s upcoming retirement, Jon on the future of private markets and infrastructure, Doug on GenAI and Jon on his viral jogging videos on Linkedin. This episode was recorded and published prior to Doug's retirem

Ep51: Richard Attias On FII8 & Networking With Super VIPs

Oct 09 2024 34 mins  
In this episode of FI15, Joe is joined by Richard Attias, CEO & Founder of Richard Attias & Associates and CEO of the FII Institute. Topics included the upcoming FII Institute event in Riyadh, Richard’s relationship with H.E Yasir Al-Rumayyan, how to successfully build senior relationships and Richard’s networking tips to progress your career.

Ep50: Mohamed El-Erian on how AI is changing investing

Sep 04 2024 43 mins  
In this episode of FI15, Joe is joined by Mohamed El-Erian, President of Queens' College, University of Cambridge and Sudeep Kesh, Chief Innovation Officer at S&P Global Ratings. Topics discussed included the potential impact of AI on investing and portfolio management, how Mohamed incorporates data into his views, Sudeep on AI in movies and music and Mohamed’s relationship with

Ep49: SKKY Partners Jay Sammons on Private Equity & Working With Kim Kardashian

Aug 15 2024 25 mins  
In this episode of FI15, Joe is joined by Jay Sammons, Co-Founder of SKKY Partners and Raam Ratnam, Managing Director at S&P Global Ratings. Topics included SKKY Partners investment process, Jay’s experience founding the company with Kim Kardashian, staying on top of consumer culture and Raam’s takeaways from his career as an accountant.

Ep48: T Rowe Price CIO Sebastien Page on Mega Trends, Leadership & Building a Linkedin Following

Jul 03 2024 38 mins  
In this episode of FI15, Joe is joined by Sebastien Page, Chief Investment Officer at T Rowe Price and Alexandra Dimitrijevic, Global Head of Analytical Research & Development at S&P Global Ratings. Topics included both guests views on global mega trends, the future glide path of interest rates and inflation, Sebastien’s experience building a 40,000+ following on Linkedin and a n

Ep47: BlackRock's James Keenan on Navigating the Private Markets Landscape

Jun 03 2024 28 mins  
In this episode of FI15, Joe is joined by Blackrock’s Global Head of Private Debt James Keenan and Ruth Yang, Global Head of Thought Leadership at S&P Global Ratings. Topics included the rise in popularity of private markets, how both Blackrock and S&P Global Ratings approach the space, Jim’s unpopular investment opinion and people inside and outside of S&P Global that inspire

Ep46: Ryan Serhant on Real Estate, AI and Building A Personal Brand

Apr 24 2024 45 mins  
In this episode of FI15, Joe is joined by Real Estate mogul Ryan Serhant, Founder of SERHANT. and Gregg Lemos-Stein, Chief Analytical Officer – Corporates at S&P Global Ratings. The guests discuss the global real estate market, with Ryan sharing his expertise on leveraging social media and AI to drive success in the industry, and Gregg provides his experience of how large multi-n