Conviction Capital https://convictioncapital.podbean.com The allocators shaping institutional capital have a lot to say. Most of it never gets said. Conviction Capital, hosted by Heather Conforto Beatty and Yon Perullo, is where that changes. Each episode goes inside the thinking of the CIOs, consultants, and investment officers whose decisions shape how institutional money moves. Real perspectives, hard-won judgment, and conversations you won't hear anywhere else.

]]> Wed, 27 May 2026 15:47:53 -0700 https://podbean.com/?v=5.5 en Copyright 2026 All rights reserved. Business:Investing 1440 episodic Fuel Fuel No false https://feed.podbean.com/convictioncapital/feed.xml https://pbcdn1.podbean.com/imglogo/image-logo/20624254/Conviction_Capital_Thumbnail_2000_x_2000_px_b0s2h.jpg Conviction Capital https://convictioncapital.podbean.com 144 144 Introducing Conviction Capital Introducing Conviction Capital https://convictioncapital.podbean.com/e/introducing-conviction-capital/ https://convictioncapital.podbean.com/e/introducing-conviction-capital/#comments Wed, 27 May 2026 15:47:53 -0700 convictioncapital.podbean.com/8cbc97c4-e85e-3507-9312-f2e84c93d62b Yon & Heather introduce Conviction Capital. 

]]> Yon & Heather introduce Conviction Capital. 

]]> Conviction Capital false No 83 trailer SPACs Reimagined: Risk, Opportunity, and Misunderstanding with Louis Camhi SPACs Reimagined: Risk, Opportunity, and Misunderstanding with Louis Camhi https://convictioncapital.podbean.com/e/spacs-reimagined-risk-opportunity-and-misunderstanding-with-louis-camhi/ https://convictioncapital.podbean.com/e/spacs-reimagined-risk-opportunity-and-misunderstanding-with-louis-camhi/#comments Wed, 07 May 2025 00:00:00 -0700 sparkbyfuel.podbean.com/b78ed449-a113-3156-9102-adc349deffb7 SPACs aren’t dead — they’re just misunderstood. In this episode of Spark, Yon Perullo speaks with Louis Camhi, founder of RLH Capital, about the evolving landscape of Special Purpose Acquisition Companies.

Louis challenges the conventional view that SPACs are just speculative equity plays, arguing instead that they offer a treasury-backed, fixed-income-like profile with asymmetric upside. From navigating today’s market volatility to the lessons learned post-SPAC boom, this conversation offers a fresh look at how these vehicles can fit into a modern investment strategy.

If you're looking for ways to diversify portfolio risk, spot hidden opportunities, and better understand capital markets innovation, you’ll find a lot to spark your thinking here.

]]> SPACs aren’t dead — they’re just misunderstood.
In this episode of Spark, Yon Perullo speaks with Louis Camhi, founder of RLH Capital, about the evolving landscape of Special Purpose Acquisition Companies.

Louis challenges the conventional view that SPACs are just speculative equity plays, arguing instead that they offer a treasury-backed, fixed-income-like profile with asymmetric upside. From navigating today’s market volatility to the lessons learned post-SPAC boom, this conversation offers a fresh look at how these vehicles can fit into a modern investment strategy.


If you're looking for ways to diversify portfolio risk, spot hidden opportunities, and better understand capital markets innovation, you’ll find a lot to spark your thinking here.

]]> Fuel false No 1940 5 full SPACs Reimagined: Risk, Opportunity, and Misunderstanding with Louis Camhi Small Managers, Big Opportunities: Kamal Suppal on Emerging Markets Alternatives Small Managers, Big Opportunities: Kamal Suppal on Emerging Markets Alternatives https://convictioncapital.podbean.com/e/small-managers-big-opportunities-kamal-suppal-on-emerging-markets-alternatives/ https://convictioncapital.podbean.com/e/small-managers-big-opportunities-kamal-suppal-on-emerging-markets-alternatives/#comments Wed, 30 Apr 2025 00:00:00 -0700 sparkbyfuel.podbean.com/cbde49c0-5396-364a-9b51-f2c808ebb2e7 In this episode of Spark, Yon Perullo sits down with Kamal Suppal, founder of Emerging Markets Alternatives, to explore how smaller investment managers can thrive in a competitive and often biased landscape.

With over two decades of experience across global asset management, Kamal explains the importance of rigorous due diligence, the opportunities market turbulence can create for nimble managers, and why defining a clear niche is critical to winning institutional capital.

From practical advice for GPs to insight on how LPs evaluate new managers, this conversation shines a light on the real work — and real opportunity — behind emerging manager investing.

]]> In this episode of Spark, Yon Perullo sits down with Kamal Suppal, founder of Emerging Markets Alternatives, to explore how smaller investment managers can thrive in a competitive and often biased landscape.

With over two decades of experience across global asset management, Kamal explains the importance of rigorous due diligence, the opportunities market turbulence can create for nimble managers, and why defining a clear niche is critical to winning institutional capital.

From practical advice for GPs to insight on how LPs evaluate new managers, this conversation shines a light on the real work — and real opportunity — behind emerging manager investing.

]]> Fuel false No 2404 4 full Heather Beatty from ScopeFour Heather Beatty from ScopeFour https://convictioncapital.podbean.com/e/heather-beatty-from-scopefour/ https://convictioncapital.podbean.com/e/heather-beatty-from-scopefour/#comments Wed, 23 Apr 2025 11:51:00 -0700 sparkbyfuel.podbean.com/51e304a4-41d3-3b8b-991f-798b151381c1 In this episode of Spark, Heather Beatty of ScopeFour Capital discusses her firm's thematic approach to energy transition and resource efficiency investments in global public equity markets. Heather explains that emissions reduction represents a "multi-decade secular trend" affecting 140 countries and over 5,000 public companies. Learn why buildings contribute 40% to emissions, how two-thirds of necessary climate solutions already exist but need scaling, and why ScopeFour's concentrated portfolio of 30-40 companies is "extremely uncorrelated" with traditional indices. Discover how their investment approach focuses on companies with economically viable solutions, why Japan is an "unrecognized giant in energy efficiency," and how policy changes affect their investment strategy. Heather also shares her personal journey from institutional asset management into climate-focused investing.

]]> In this episode of Spark, Heather Beatty of ScopeFour Capital discusses her firm's thematic approach to energy transition and resource efficiency investments in global public equity markets. Heather explains that emissions reduction represents a "multi-decade secular trend" affecting 140 countries and over 5,000 public companies. Learn why buildings contribute 40% to emissions, how two-thirds of necessary climate solutions already exist but need scaling, and why ScopeFour's concentrated portfolio of 30-40 companies is "extremely uncorrelated" with traditional indices. Discover how their investment approach focuses on companies with economically viable solutions, why Japan is an "unrecognized giant in energy efficiency," and how policy changes affect their investment strategy. Heather also shares her personal journey from institutional asset management into climate-focused investing.

]]> Fuel false No 2194 3 full Heather Beatty from ScopeFour Geopolitics, China Risk, and the Future of Global Investing – with Isaac Stone Fish Geopolitics, China Risk, and the Future of Global Investing – with Isaac Stone Fish https://convictioncapital.podbean.com/e/geopolitics-china-risk-and-the-future-of-global-investing-%e2%80%93-with-isaac-stone-fish/ https://convictioncapital.podbean.com/e/geopolitics-china-risk-and-the-future-of-global-investing-%e2%80%93-with-isaac-stone-fish/#comments Thu, 17 Apr 2025 14:50:59 -0700 sparkbyfuel.podbean.com/f5f563f7-463e-34ea-ba04-845af08b400d In this episode, Yon Perullo sits down with Isaac Stone Fish, CEO of Strategy Risks, for a candid conversation on China’s evolving global role and what it means for investors. From the latest tariff escalation to the CCP’s internal power dynamics, Taiwan tensions, tech decoupling, and hidden risks in U.S. portfolios — this episode is essential listening for allocators, hedge funds, and anyone managing geopolitical risk in real time.

]]> In this episode, Yon Perullo sits down with Isaac Stone Fish, CEO of Strategy Risks, for a candid conversation on China’s evolving global role and what it means for investors. From the latest tariff escalation to the CCP’s internal power dynamics, Taiwan tensions, tech decoupling, and hidden risks in U.S. portfolios — this episode is essential listening for allocators, hedge funds, and anyone managing geopolitical risk in real time.

]]> Fuel false No 2773 2 full Geopolitics, China Risk, and the Future of Global Investing – with Isaac Stone Fish Gary Selz From Zero Delta Gary Selz From Zero Delta https://convictioncapital.podbean.com/e/gary-selz-from-zero-delta/ https://convictioncapital.podbean.com/e/gary-selz-from-zero-delta/#comments Wed, 16 Apr 2025 16:53:27 -0700 sparkbyfuel.podbean.com/a399c82f-5edd-3d86-85b6-ce0f38b11edf In this episode of Spark, Gary Selz shares insights into Zero Delta Funds, a specialized fund of funds focused on relative value volatility strategies. Gary discusses his unique "Moneyball" approach to selecting volatility traders, risk management philosophy centered on capital preservation, and how his background in electrical engineering shaped his trading career. Explore Zero Delta's methodology for manager selection, their evolving tail hedging strategies, and Gary's perspective on market dynamics. A fascinating look into how a disciplined fund of funds approach can create value in volatile market environments.

]]> In this episode of Spark, Gary Selz shares insights into Zero Delta Funds, a specialized fund of funds focused on relative value volatility strategies. Gary discusses his unique "Moneyball" approach to selecting volatility traders, risk management philosophy centered on capital preservation, and how his background in electrical engineering shaped his trading career. Explore Zero Delta's methodology for manager selection, their evolving tail hedging strategies, and Gary's perspective on market dynamics. A fascinating look into how a disciplined fund of funds approach can create value in volatile market environments.

]]> Fuel false No 1979 1 full Gary Selz From Zero Delta