Graham Duncan - Talent Whisperer

**Patrick O'Shaughnessy** (0:00)
We're excited to tell you about Ramp's latest and greatest, Ramp Treasury. You know Ramp as the spend management platform that's revolutionizing how businesses handle their expenses. Now they're tackling another critical challenge, helping businesses earn more from their cash while maintaining complete liquidity. With Ramp Treasury, you can earn 2.5% on every dollar in your business account, with no fees, no minimums, and unlimited same day ACH transfers. But here's what's exciting. They've solved the traditional trade-off between earning yield and maintaining liquidity. You get both. For businesses holding significant cash reserves, Ramp Treasury offers FDIC insurance that can protect multi-million dollar deposits. Plus, their smart automation tools help you optimize cash flow and save hours each week on cash management. What I love most is how they've thought through the real problems businesses face. Their same day payment settlement means you know exactly when vendors receive payments, no more waiting in limbo. And they'll automatically alert you if your balance won't cover an upcoming bill. To learn more about how Ramp Treasury can help your business, earn more on its cash while maintaining complete control, visit ramp.com/treasury.
Ramp Business Corporation is a financial technology company and is not a bank. All bank services provided by First International Bank of Indiana member FDIC. Every investment professional knows this challenge. You love the core work of investing, but operational complexities eat up valuable time and energy. That's where Ridgeline comes in. An all-in-one operating system designed specifically for investment managers. Ridgeline has created a comprehensive cloud platform that handles everything in real time, from trading and portfolio management to compliance and client reporting. Gone are the days of juggling multiple legacy systems and spending endless quarter ends compiling reports. It's worth reaching out to Ridgeline to see what the experience can be like with a single platform. Visit ridgelineapps.com to schedule a demo and we'll hear directly from someone who's made the switch. You'll hear a short clip from my conversation with Katie Ellenberg, who heads Investment Operations and Portfolio Administration at Geneva Capital Management. Her team implemented Ridgeline in just six months. And after this episode, she'll share her full experience and the key benefits they've seen.

**Graham Duncan** (2:03)
We are using our previous provider for over 30 years. We had the entire suite of products, from the portfolio accounting to trade order management, reporting, the reconciliation features. I didn't think that we would ever be able to switch to anything else.
Andy, our head trader, suggested that I meet with Ridgeline. And they started off right away, not by introducing their company, but who they were hiring. And that caught my attention. They were pretty much putting in place a dream team of technical experts. Then they started talking about this single source of data. And I was like, what in the world? I couldn't even conceptualize that because I'm so used to all of these different systems and these different modules that sit on top of each other. And so I wanted to hear more about that. When I was looking at other companies, they could only solve for part of what we had and part of what we needed. Ridgeline is the entire package and their experts were no longer just a number. When we call service, they know who we are. They completely have our backs. I knew that they were not going to let us fail in this transition.

**Patrick O'Shaughnessy** (3:11)
As an investor, staying ahead of the game means having the right tools. I want to share one that's become indispensable in my team's own research, Alphasense. It's the market intelligence platform trusted by 75% of the world's top hedge funds and 85% of the S&P 100 to make smarter, faster investment decisions. What sets Alphasense apart is not just its AI-driven access to over 400 million premium sources like company filings, broker research, news and trade journals, but also its unmatched private market insights. With the recent acquisition of Tegus, Alphasense now holds the world's premier library of over 150,000 proprietary expert transcripts from 24,000 public and private companies. Here's the kicker. 75% of all private market expert transcripts are on Alphasense and 50% of VC firms on the Midas list conduct their expert calls through the platform. That's the kind of insight that helps you uncover opportunities, navigate complexity and make high conviction decisions with speed and confidence. Ready to see what they can do for your investment research? Visit alphasense.com/invest to get started. Trust me, it's a tool you won't want to work without.
Hello and welcome everyone. I'm Patrick O'Shaughnessy and this is Invest Like the Best. This show is an open-ended exploration of markets, ideas, stories and strategies that will help you better invest both your time and your money. Invest Like the Best is part of the Colossus family of podcasts and you can access all our podcasts including edited transcripts, show notes and other resources to keep learning at joincolossus.com.