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Forthlane Features: Conversations on Global Wealth and Asset Management

Forthlane Features: Conversations on Global Wealth and Asset Management

Veröffentlicht: 2026-04-29
© 2026 Forthlane Features: Conversations on Global Wealth and Asset Management
Forthlane Features: Conversations on Global Wealth and Asset Management - QR Code
10 Folgen
Audio
Anhören auf Apple Podcasts
10 Folgen
Audio
Anhören auf Apple Podcasts
Veröffentlicht: 2026-04-29
© 2026 Forthlane Features: Conversations on Global Wealth and Asset Management
Aktuelle Folge
AI, Bottlenecks, and the Great Infrastructure Buildout: A Conversation with Daniel Dreyfus

AI, Bottlenecks, and the Great Infrastructure Buildout: A Conversation with Daniel Dreyfus

In this episode of Forthlane Features, Vanessa Hui sits down with Daniel Dreyfus, Founder and CIO of Bornite Capital, a global equity long/short fund focused on cyclical equities, specifically in commodity related sectors. Drawing on over two decades of
Länge: 47:04
In this episode of Forthlane Features, Vanessa Hui sits down with Daniel Dreyfus, Founder and CIO of Bornite Capital, a global equity long/short fund focused on cyclical equities, specifically in commodity-related sectors.
Drawing on more than two decades of experience at Goldman Sachs and 3G Capital, Daniel outlines his approach to investing across supply chains, with a focus on identifying bottlenecks.
He discusses the fragility of existing supply chains and the implications of what he sees as the largest infrastructure buildout in human history, spanning energy, materials, and labour. 
The conversation also explores the scale of the buildout required to support AI, particularly in power generation, data centres, and the materials needed to build them. Whether it's energy transition, deglobalization, remilitarization, or the AI buildout, Daniel shares his perspective on the significant alpha opportunities emerging from companies building the infrastructure to support where the world is going. 
WHAT TO LISTEN FOR
0:49 What led Daniel to launch Bornite Capital
5:02 How Daniel's investment process focuses on supply chains and bottlenecks
13:48 The multiple forces driving the largest infrastructure buildout in human history
30:25 The implications of rebuilding supply chains for inflation
34:17 A current high-conviction position in power generation
  
GUEST: DANIEL DREYFUS, FOUNDER AND CHIEF INVESTMENT OFFICER AT BORNITE CAPITAL
Website | Email | LinkedIn
CONNECT WITH VANESSA HUI, SENIOR CLIENT ADVISOR, FORTHLANE PARTNERS
Website | LinkedIn
Folgen-ID: 1000764518156
GUID: Buzzsprout-19093985
Erscheinungs­datum: 29.4.2026, 17:00:00

Beschreibung

Forthlane Features is the premier podcast for high-net-worth individuals and families, family offices, and their trusted advisors. This podcast brings listeners direct access to the global experts and institutions across the wealth and asset management landscape, offering insights into sophisticated,  institutional-grade capital allocation, alternative asset classes, and beyond. 
 
Through conversations with top-tier investment managers and advisors to high-net-worth clients, listeners gain access to insights on preserving and growing wealth in even the most challenging market environments . 
 
Forthlane Features is a trusted guide in a changing world. 

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