The Price-to-Value Podcast with Southeastern Asset Management

Ross Glotzbach, Staley Cates

Booking Overview

This interview-format investment and business show features Southeastern Asset Management’s investment team in conversations with public-company CEOs and senior executives connected to long-term value investing. Credible candidates include public-company leaders, asset-management executives, and experienced operators who can discuss capital allocation, shareholder engagement, corporate governance, or long-term business strategy; booking difficulty is high because guests are typically prominent industry leaders.

Metrics

Episodes: 28

Frequency: Irregular

Rating: 4.9/5.0

Estimated listeners: 1k-10k

Gender skew: Unknown

Location: USA

Contact Information

Publicly listed emails

podcastmanagement@seasset.com

info@seasset.com

podcast@seasset.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

Host

Ross Glotzbach - Chief executive and head of research at Southeastern Asset Management, with a focus on long-term, concentrated, engaged value investing.

Staley Cates - Investment executive at Southeastern Asset Management and member of the firm’s global investment team.

Booking Intelligence

Booking Requirements

high

Typical Credentials:

Public-company chief executives, senior leaders of asset managers, and established operators with direct expertise in value creation, capital allocation, corporate governance, shareholder engagement, or long-term business strategy.

Required Achievements:

Leading a public company or major investment-management platform, Executing significant capital-allocation or business-transformation strategies, Building or managing companies with substantial shareholder or institutional-investor relevance, Demonstrated expertise in long-term value creation and corporate governance

Recent Guest Discussions

Neil Vogel - Leadership At People Inc., Brand Strategy, Portfolio Assets, Capital Allocation, And The Company’s Investment In MGM Resorts.

Tim O'Shaughnessy - Entrepreneurship, Family-controlled Businesses, Graham Holdings’ Education, Healthcare, And Media Operations, Pension Assets, And Long-term Capital Allocation.

Nick DeIuliis - Value Creation, Free Cash Flow Per Share, Share Repurchases, Hedging, Mergers And Acquisitions, Sustainability, And Shareholder Engagement.

Manning Rountree - Insurance Businesses, Partnerships, Acquisitions, Sell Discipline, Capital Allocation, And Share Repurchases.

Jay Horgen - Independent Investment Affiliates, Alternatives And Private Markets, Performance Fees, Capital Allocation, Sustainable Investing, And Shareholder Engagement.

Recent Topics

Business, Investing, Value Investing, Capital Allocation, Corporate Governance

Episodes

Here's the recent few episodes on

The Price-to-Value Podcast with Southeastern Asset Management

People Inc.: Neil Vogel on Brands and His Time at People Inc.

September 09, 2026

Neil and Ross begin with Neil's journey to the CEO role and his experience leading People, Inc. through various challenges. The conversation then turns to the importance of brands and why Neil is excited about the company's portfolio of unique assets, including a large holding in MGM Resorts. They also discuss People Inc.'s capital allocation history and future opportunities. Ross wraps up by learning more about Neil beyond work.

Graham Holdings: Tim O'Shaughnessy on His and Graham's Past, Present, and Future

March 27, 2025

They start by discussing Tim's journey from his early interest in investing to co-founding and leading LivingSocial to joining Graham Holdings (GHC) in 2014. The unique factors of being a family-controlled company and former board member Warren Buffett's influence are highlighted. They discuss GHC's three main businesses in education, healthcare and media, along with how the company stays focused as a holding company. Tim also shares his perspective on GHC's overfunded pension asset and the c...

CNX Resources: Nick DeIuliis on a 10+ Year Journey of Value per Share Creation with Southeastern

September 16, 2024

Southeastern's CEO and Head of Research Ross Glotzbach sits down with Nick DeIuliis, CEO of CNX Resources. They delve into a range of topics, beginning with Nick's history in the Pittsburgh area and at CNX, where he has been an employee since the 1990s and became CEO in 2014. Ross and Nick reminisce about Southeastern's engagement with CNX that led to a new board and approach to value per share creation. Nick discusses the company's strategic transformation, which has driven substantial free ...

Publicly listed emails

podcastmanagement@seasset.com

info@seasset.com

podcast@seasset.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

Get your clients booked on top podcasts

Try us risk free with a FREE 3 days trial.

Start Your Free Trial

Join hundreds of PR teams using Podseeker to pitch and land bookings