Unseen Upside: Investments Beyond Their Returns

Cambridge Associates’ inaugural podcast season explores the tech changing our daily lives and the people who invest in it. How we invest today drives tomorrow’s innovations. Through conversations with investors and early adopters, explore how investment decisions have the potential to improve our daily lives in unexpected ways. Powered by the network of Cambridge Associates, host Luke Charest will explore the investments being made that will redefine our future. Join us to uncover the Unseen Upside.

For most of human history, we’ve been cutting down trees. However, the acceleration of carbon credit markets and the societal demand for climate solutions are pushing us to re-think our relationship with them. So how can investors earn a compelling return from planting trees while helping to sequester carbon and increase biodiversity? We’ll travel to Broadclyst, England to experience the innovation surrounding reforestation and how one organization has the lofty goal of planting 20 million trees in less than 10 years. We’ll hear from Mark Wishnie (BTG Pactual); Peter Vermeulen (The National Trust); Phillip Smart (The Killerton Estate); and Annachiara Marcandalli (Cambridge Associates).

Season two of the Unseen Upside podcast by Cambridge Associates explores elements of our natural world—and beyond—with the innovators and investors aiming to enhance and protect our future. Powered by the global network of Cambridge Associates, host Luke Charest will explore the investments being made that will improve our lives in unexpected ways. Join us to uncover the Unseen Upside.

Thanks to medical advances, we're living longer lives but with that comes rising rates of Alzheimer's disease. Currently 6 million Americans have Alzheimer's, and that could triple by 2050. This episode explores emerging innovations offering hope against neurodegenerative diseases. We'll discuss promising new drugs that could slow cognitive decline and the strides scientists are making towards understanding causes and developing therapies—and how these breakthroughs are giving hope to one family fighting to save their mom.

Episode two explores the history of Alzheimer’s, its current challenges, and the promising therapies made possible by innovation and investment. You’ll hear from:

• Dr. Asa Abeliovich, Neurologist, Molecular Geneticist, and Founder and CEO at Leal Therapeutics
• Carl Gordon, Managing Partner and Head of Global Private Equity at OrbiMed
• Ham Lee, Co-Head of the Healthcare Practice at Cambridge Associates
• Randi Casciano, Director of Global Public Relations at Cambridge Associates

Unseen Upside: Investments Beyond Their Returns is developed in partnership with PRX, an award-winning podcast media company. Cambridge Associates is a global investment firm that works with endowments, foundations, healthcare systems, pension plans, and private clients to implement and manage custom investment portfolios that aim to generate outperformance and maximize their impact on the world. Cambridge Associates delivers a range of portfolio management services, including outsourced CIO, non-discretionary portfolio management, staff extension, and asset class mandates.

Obesity is a global health crisis, with over 650 million adults affected worldwide. This drives massive economic and disease burdens. Yet new treatment options like GLP-1 drugs offer hope. This episode analyzes the investment landscape and future of obesity therapeutics, focusing on transformational GLP-1 drugs like Ozempic that curb appetite. Join us as we investigate the promise and challenges of emerging anti-obesity drugs, learn about one patient’s journey taking them, and discover what the future of weight loss medicine could look like. You'll hear from leaders in the space as well as a current patient taking these medications. Guests include:

• Rod Wong, Founder, Managing Partner, and Chief Investment Officer at RTW Investments
• Raymond Stevens, Ph.D., Chief Executive Officer at Structure Therapeutics
• Dean Dimizas, Partner and Managing Director at Cambridge Associates
• Kathleen Mikaelian, Patient

Unseen Upside: Investments Beyond Their Returns is developed in partnership with PRX, an award-winning podcast media company. Cambridge Associates is a global investment firm that works with endowments, foundations, healthcare systems, pension plans, and private clients to implement and manage custom investment portfolios that aim to generate outperformance and maximize their impact on the world. Cambridge Associates delivers a range of portfolio management services, including outsourced CIO, non-discretionary portfolio management, staff extension, and asset class mandates.