HOST BIOS

DAVE IBEN

Dave is the Co-Chief Investment Officer, Lead Portfolio Manager, and Managing Member of Kopernik Global Investors, which he founded in July 2013. From July 2012 through March 2013, Dave managed the $2.7 billion Global Value Long/Short Equity portfolio at Vinik Asset Management. Prior to this, Dave was co-founder, CIO, Co-President, and Lead Portfolio Manager of Tradewinds Global Investors, a $38 billion (at February 2012) firm. Dave directed Tradewinds’ investment activities, including portfolio management, research, and trading, and has been recognized by nationally known publications such as Bloomberg, Lipper, etc. Notably, Dave was awarded the 2023 Fund Manager Lifetime Achievement Award from the London Value Investor Conference.

Dave was previously CEO, Lead Portfolio Manager, and Founding Member of Palladian Capital Management, and Senior Portfolio Manager at Cramblit & Carney. He began his career with Farmers Group in 1982, where, at the time of his departure in 1996, he was acting as the CIO responsible for $16 billion of investable assets. Dave earned a BA from the University of California, Davis, his MBA. from the University of Southern California, and holds the CFA designation.

Since 2024, Dave chairs the Board of Advisors for the USC Marshall School Center for Investment Studies. As Board Chair, Dave advises the Center Director by providing strategic insights and direction to help guide the Center’s mission of advancing investment knowledge and experiential learning through academic research, student education, and industry engagement.

Stephanie Pomboy

Stephanie Pomboy is the founder of Macro Mavens, a renowned economic research firm known for its contrarian insights and rigorous macroeconomic analysis. With over three decades in the financial sector, she has built a reputation for her prescient economic forecasts and market strategies. Prior to establishing Macro Mavens in 2002, Stephanie gained valuable experience at Cyrus J. Lawrence, working under the mentorship of economist Ed Hyman.

At Macro Mavens, Stephanie provides in-depth research and strategic advice to institutional investors, hedge funds, and other financial professionals. Her unconventional yet accurate insights have made her a sought-after commentator in major financial media outlets and a regular guest on business television networks.

Stephanie’s leadership and innovative approach to economic research have significantly influenced the financial market landscape. She is also an advocate for financial education, frequently speaking at industry conferences and seminars to share her knowledge and promote a deeper understanding of economic principles among investors and policymakers.

Grant Williams

Grant Williams, much to his dismay, has logged over 35 years in finance. During that time, he’s lived and worked in seven major financial centres from London to Sydney, building the kind of network that many others can only dream about.

He began his career in the Japanese equity market in the mid-1980s, before a three-year posting to Tokyo ensured he had a ringside seat as the twin bubbles in equities and real estate burst simultaneously and spectacularly at the end of 1989. After a short stint back in London, Grant relocated once again, this time to New York, where he spent 7 years. Subsequent postings have taken him to Hong Kong, Sydney, Singapore, and the Cayman Islands.

Currently, he is a senior advisor to Von Greyerz in Switzerland, and a portfolio and strategy advisor to Vulpes Investment Management in Singapore.

Back in 2014, Grant’s ambition to bring the most intelligent, engaging, and original people in finance to a wider audience led him to co-found Real Vision, an on-demand internet-based financial media platform.

Grant’s twin Real Vision interview series, In Conversation With… and On The Road raised the bar for financial content – engaging and educating viewers in equal measure and helping them learn the secrets behind a group of extraordinary investors’ success.

Long before Real Vision, however, Grant was guiding people around the fringes of finance with his regular newsletter, Things That Make You Go Hmmm…, a publication which, from humble beginnings as a daily note to a few friends and colleagues, has grown into one of the most widely-read financial publications in the world.