Eddie Ramos: How AI Is Reshaping Investing and Boardrooms

(0:00) Intro (1:24) About the podcast sponsor: The American College of Governance Counsel (2:11) Start of interview *reference to the BRI from LCDA (3:54) Eddie's origin story (6:27) Eddie's investment focus (7:44) The rise of AI and its impact on him (9:06) Eddie’s roles in investment over the past 35 years (as GP and LP). (8:32) His current endeavors: 1) Board member in mutual funds ( Calvert Funds ); 2) Independent director and Chair elect of Global X Venture Fund ; 3) Chief Strategy Officer at Leadview Capital ; and 4) Advisor at Bullpen.ai (19:38) Dealing with AI hallucinations (e.g. Sullivan & Cromwell example ) (23:13) Convergence of AI, ESG, and Governance: "It's dramatic" (25:00) "Stocks will be tokenized, markets will be much more liquid." "Wall street is trying to put liquid claims on illiquid investments" *WSJ Nasdaq's Plan for 24/7 Tokenized Stock Trading (31:20) Geopolitical Challenges in Investing and for Boards. *Example of Meta-Manus breakup . "We live in a selectively connected world." (34:00) Politicization and social issues in corporations. Board Adaptation to Rapid Changes (38:19) AI and Audit Committee Responsibilities (40:30) Bridging the AI Knowledge Gap "Boards are under prepared." *References to Stanford GSB cases: Netflix Approach to Governance and the Artificially Intelligent Boardroom (46:10) Changing Dynamics in Board Practices. "It's a matter of time before companies like SAP or Microsoft move into corporate auditing, or Amazon starts offering mutual funds. The incumbents just don't see it coming." (47:10) Power Laws and Growth in Private Markets. (50:31) Books that have greatly influenced his life: The Power Broker, by Robert Caro (1974) The Tipping Point, by Malcolm Gladwell (2000) U2 by U2 , by Bono, The Edge, Adam Clayton, Larry Mullen Jr. with Neil McCormick (2006) (52:56) His mentors. (53:56) Quotes that he thinks of often or lives her life by: "Prioritize by impact" "Recognize the good in everyone" (55:10) An unusual habit or an absurd thing that he loves: obsession with curating music playlists. (55:06) The living person he most admires: Bono and Bad Bunny. Eddie Ramos is the Chief Strategy Officer for Leadview Capital. He is also currently on the board of Morgan Stanley’s Calvert Mutual Funds and Global X Venture Fund, serving as the Chairman of the Audit Committee for both. You can follow Evan on social media at: X: @evanepstein LinkedIn: https://www.linkedin.com/in/epsteinevan/  Substack: https://evanepstein.substack.com/ __ To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/ __ Music/Soundtrack (found via Free Music Archive ): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

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