Jon Lukomnik: Moving Beyond Modern Portfolio Theory and the Evolution of Corporate Governance.
In this episode, I talk with Jon Lukomnik, the Founder of Sinclair Capital. Jon chairs the audit committee of the Van Eck mutual funds, is a core member of the Funston Advisory team, and serves on the Deloitte Audit Quality Advisory Committee. He has a long track record in corporate governance having served as an investment advisor for the New York City’s pension funds, a managing director of a top ten hedge fund, a director for public and private companies, non-profit corporations and litigation trusts. His new book, co-authored with Professor James Hawley, is “Moving Beyond Modern Portfolio Theory: Investing That Matters”. He is also the co-author of "What They Do With Your Money: How the Financial System Fails Us and How to Fix it" and “The New Capitalists”. In this podcast, we discuss his latest book “Moving Beyond MPT” and the historical stages of corporate governance, going all the way back to the Dutch East India Company in 1602. We also talk about the concepts of beta activism, ESG, stakeholder capitalism, private vs public companies, and much more. If you like this show, please consider subscribing, leaving a review or sharing this podcast on social media. You can find all the show notes on the website boardroom-governance.com and please feel free to subscribe to the Boardroom Governance Newsletter at evanepstein.substack.com