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Insights Over Coffee
Where finance meets conversation
At Insights Over Coffee, we’re a team from Lake Geneva Investment Partners, an asset management firm with over two decades of experience navigating global markets.
In each episode, we explore the world of finance, macroeconomics, and market trends. Asking real questions, sharing expert analysis, and breaking down complex ideas in a way that’s informative, thoughtful, and refreshingly approachable.
Whether you’re an investor, advisor, or just finance-curious, grab a coffee and join the conversation.
Episodes
8 episodes
War, Oil & Market Chaos
In this episode of Insights Over Coffee, Sahhar Saleh is joined by Guner Turkman, CEO of Lake Geneva Investment Partners, and Ilias El-Bahraoui, Head of Asset Management at Lake Geneva Investment Partners, to discuss how intensifying geopolitic...
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Votre portefeuille est-il à toute épreuve?
Dans cet épisode d’Insights Over Coffee, l’animateur Sahhar Saleh et le CEO Guner Turkmen plongent dans l’univers des hedge funds, en explorant leur évolution, leur raison d’être et l’impact des cycles de marché sur le comportement des investis...
From Promising to Problematic: Has Private Debt Grown Too Fast?
In this episode of Insights Over Coffee, host Sahhar Saleh and guest Ilias El-Bahraoui, Head of Asset Management at Lake Geneva Investment Partners, delve into the evolving landscape of private debt. They discuss its rapid growth, particularly ...
Understanding Gold's Recent Rally
In this episode of Insights Over Coffee, host Sahhar Saleh is joined by Guner Turkmen, CEO of Lake Geneva Investment Partners, and Peter Mezzomo, a Portfolio Manager at Lake Geneva Investment Partners, to unpack the recent rally ...
How Global Bonds are Rewriting the Rules of the Market
In this episode of Insights Over Coffee, host Sahhar Saleh and guest Ilias El Bahraoui delve into the complexities of global yield curves, the pressures facing the Federal Reserve, and the implications of fiscal deficits. They discuss the curre...
Navigating The Risks of Financial Leverage
In this episode of Insights Over Coffee, host Sahhar Saleh and guest Peter Mezzomo, a portfolio manager at Lake Geneva Investment Partners, delve into the complex world of leverage in finance. They explore its dual nature as both a tool for wea...
How Bulletproof Is Your Portfolio?
In this episode of Insights Over Coffee, host Sahhar Saleh and CEO Guner Turkmen delve into the world of hedge funds, exploring their evolution, purpose, and the impact of market cycles on investor behavior. They discuss the importance of liqui...
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