by Russell Investments
Welcome to Without Boundaries, a podcast from Russell Investments—where we go behind the portfolios to talk to the investors and thinkers who shape how markets move in the real world. At Russell Investments, we know that the best ideas don’t come from a single source. That's why we look far and wide—spanning markets and asset classes around the world—to find the most compelling managers and insights. These are their stories.
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Publishing Since
6/26/2025
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June 8, 2026
<p>In this episode of Without Boundaries, Jon Eggins sits down with Kirsten Bartok Touw, Co-Founder and Managing Partner at New Vista Capital, to explore investing at the intersection of aerospace, defense and emerging technology. Drawing on decades of experience spanning Silicon Valley, Washington D.C. and private markets, Kirsten shares how investors can identify transformative technologies before they become mainstream. She explains why understanding both technological development and government priorities is critical in sectors such as defense and space. Topics include: • How investors identify emerging opportunities in aerospace, defense and space • The rise of "neo-primes" and the changing defense innovation ecosystem • Why space is becoming critical infrastructure for communications and data • How to evaluate technology readiness and avoid investing too early • Lessons learned from backing founders building transformational businesses</p>
April 24, 2026
<p>In this episode of Without Boundaries, Jon Eggins sits down with David Foley, Senior Managing Director and Chief Executive Officer of Blackstone Energy Partners, to explore how private capital is helping meet one of the defining challenges of our time: rising energy demand.With three decades at Blackstone, David shares how private equity has evolved from generalist investing to deep sector specialization, and why maintaining a competitive edge is more important than ever in a crowded market.</p><p>The conversation also looks at the growing gap between electricity supply and demand, driven by data centers, reshoring of manufacturing and years of underinvestment in infrastructure. David explains how these dynamics are creating opportunities across the energy ecosystem, and how public-private partnerships are playing a critical role in delivering large-scale energy infrastructure.Topics include:• How private equity has evolved and why specialization is now essential• What is driving the renewed growth in electricity demand• Why underinvestment in the grid is creating structural opportunities• The role of private capital and public-private partnerships in building energy infrastructure• Real world examples of investing across the energy transition</p>
March 10, 2026
<p>In this episode of Without Boundaries, host Jon Eggins sits down with Matt DeCicco, a leader on Lord Abbett’s equity investment team and portfolio manager on the firm’s Innovation Growth Equity team, with a focus on biotech and healthcare innovation. With an MS in Biotechnology, Matt combines deep scientific expertise with decades of equity investing experience. </p><p><strong>Topics include: </strong></p><p>• Why biotech investing is a repeatable process even when revenues are years away </p><ul><li>The small-cap opportunities in oncology and rare diseases </li><li>How conviction, clinical evidence and price trends impact portfolio allocations </li><li>The role of AI in speeding drug discovery and creating differentiation across companies </li><li>Developing Russell Investments’ customized biotech strategy for high-growth healthcare</li></ul>
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Chris Joye
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Welcome to Without Boundaries, a podcast from Russell Investments—where we go behind the portfolios to talk to the investors and thinkers who shape how markets move in the real world.
At Russell Investments, we know that the best ideas don’t come from a single source. That's why we look far and wide—spanning markets and asset classes around the world—to find the most compelling managers and insights. These are their stories.
This podcast updates daily.
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