Rahul Moodgal and I first met twenty years ago in his early days in the hedge fund business. We had been friends and professional acquaintances with mutual respect ever since, but an inflection in both our personal and professional relationships came after his appearance on the podcast five years ago. That conversation, sharing his incredible story from a teacher to a master fundraiser, is replayed in the feed. Rahul is a partner at Parvus Asset Management, a $10 billion European equity manager. He’s also my co-founder and partner of Capital Allocators Summits and Capital Allocators University, and is one of the most beloved and respected investor relations professionals in the industry. I asked Rahul to come back on the show to update his thoughts on what it takes to succeed in a far more difficult capital-raising environment, what he’s learned over the last five years, how he shares his wisdom to make the industry better through our partnership, and the world at large better through his extensive charitable work. Our newest creation – Capital Allocators University for IR/BD professionals – was Rahul and my partner Hank’s shared creation. Our first cohort will take place in New York on December 3-4. CAU for allocators will take place the next day, on December 5th. You can sign up for either at capitalallocators.com/university Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Toby Rodes is the Co-Founder and Managing Partner at Kaname Capital, a value- and quality-oriented manager of small-cap Japanese equities. Our conversation covers the case for Japan and why this time is different. We discuss Toby’s deep-rooted fascination with Japan, his education in Japanese culture, and his transition to investing on the sell side and at GMO. We turn to the past false starts of Japanese activism, recent changes in corporate governance, and Kaname’s process to take advantage of the opportunity. Lastly, we touch on value traps, the carry trade, and the potential for private equity activity in a new era of Japanese corporate stewardship. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership