Episode Details

What does it really take to build trust in private equity over a five-to-seven-year hold?

Cass sits down with her colleague Nori Welles-Gertz, a principal at Parker Gale, to find out. They talk about why PE is more about relationships and reputation than transactions, and how she moved from consulting into operationally focused lower middle market investing.

They also discuss how her college crew experience prepared her for a fast-paced career, what she's learning from AI experimentation and a few personal favorites: "Arrested Development," gluten-free pancakes, and perfect weekends built around lots of outdoor activities.