Podcast Episodes

CIO Greatest Hits: Sovereign Wealth Funds – Nicolai Tangen (Norges Bank)

This week’s Summer Series is Nicolai Tangen, the leader of the largest sovereign wealth fund, Norges Bank Investment Management. Nicolai joined Norway’s $1.5 trillion pool five years ago after a stel…

Published on 1 month, 1 week ago

CIO Greatest Hits: Single Family Offices – Steve Rattner (Willett Advisors)

This week’s Summer Series is another twofer, Dawn Fitzpatrick from Soros and Steve Rattner from Willett Advisors, Michael Bloomberg’s family office. We packaged these two leading single-family office…

Published on 1 month, 2 weeks ago

CIO Greatest Hits: Single Family Offices – Dawn Fitzpatrick (Soros)

This week’s Summer Series is another twofer, Dawn Fitzpatrick from Soros and Steve Rattner from Willett Advisors, Michael Bloomberg’s family office. We packaged these two leading single-family office…

Published on 1 month, 2 weeks ago

WTT: Reconstructing Private Equity: Portfolio Construction for the Post-Distribution Drought

The movies from my teenage years foreshadowed the topsy-turvy world of today’s private equity industry. Back then, we heard of strange things afoot at the Circle K (Bill & Ted’s Excellent Adventure) …

Published on 1 month, 3 weeks ago

CIO Greatest Hits: Endowments – Scott Wilson (WashU)

Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Scott Wilson from Washington University-St. Louis. …

Published on 1 month, 3 weeks ago

CIO Greatest Hits: Endowments – Andy Golden (Princo)

Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Scott Wilson from Washington University-St. Louis. …

Published on 1 month, 3 weeks ago

Ron Kantowitz – Direct Lending’s Evolution and Invesco’s Edge

Episode 457

Ron Kantowitz is the Head of Private Debt for Invesco’s Private Credit platform, where he leads a team that manages middle-market, senior secured, direct lending. The Invesco Private Credit Platform …

Published on 1 month, 4 weeks ago

Tim Sullivan – Yale’s Private Portfolio

Episode 456

Today’s show features one of the biggest industry legends you may never have heard before.

My guest is Tim Sullivan, who recently retired from overseeing Yale University’s private market portfolios …

Published on 2 months ago

WTT: A New Twist on an Old Bet with Buffett

Eighteen years ago, I made a bet with Warren Buffett that pitted hedge funds against the S&P 500. The bet took on a life of its own, and I benefited from it far differently than I imagined at its inc…

Published on 2 months ago

Michael Ovitz – Reinventing Talent and Building Momentum at Treville

Episode 455

Michael Ovitz is the legendary co-founder of Creative Artists Agency, where he transformed Hollywood’s talent business and built the most powerful force in entertainment. In his time at CAA, Michael …

Published on 2 months, 1 week ago