Podcast Episodes

[REPLAY] Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5

Ali Hamed is the Founder of CoVenture a $2 billion investor across the capital stack of technology start-ups reinventing the economy of the future. Ali first appeared on the show three years ago when…

Published on 2 months, 1 week ago

[REPLAY] Ali Hamed - Novel Asset Investing

Ali Hamed is the co-founder of CoVenture and Managing Partner of the CoVenture VC Fund.  CoVenture is an innovative company that identifies and invests in novel assets formed by the intersection of t…

Published on 2 months, 1 week ago

Friends Reunion 3 – Five Allocators Riff on Investing

Episode 454

Today’s episode brings together four of my oldest friends in the allocator business for the third time for an unscripted conversation on markets, portfolios, and life. My guests are Brett Barth of BB…

Published on 2 months, 2 weeks ago

Hugh MacArthur – Private Equity’s Challenges and Opportunities

Episode 453

Hugh MacArthur is the Chairman of Bain & Company’s Global Private Equity Practice, which he helped found more than thirty years ago. Hugh’s consulting team works on around 5,000 investment opportunit…

Published on 2 months, 3 weeks ago

Bob Oros – RIA Perspective at Hightower (Private Wealth 7)

Episode 452

Bob Oros is the outgoing Chairman and CEO of Hightower Advisors, a leading RIA platform with over $165 billion in assets under management. Bob has spent three decades in the wealth management industr…

Published on 2 months, 4 weeks ago

Josh Koplewicz – Flexible Capital and Creative Structures at Thayer Street

Episode 451

Josh Koplewicz is the Managing Partner of Thayer Street Partners, a boutique private equity firm he founded in 2012 that provides flexible growth capital to lower middle market companies in financial…

Published on 3 months ago

David Breach – Software Specialist Enters Private Wealth (Private Wealth 6)

Episode 450

David Breach is the President and Chief Operating Officer of Vista Equity Partners, a leading specialist in enterprise software investing with over $100 billion in assets. David joined Vista a decade…

Published on 3 months ago

[REPLAY] Private Equity Masters 3:  Robert F. Smith – Vista Equity Partners

Episode 202

Robert F. Smith is the Founder, Chairman and CEO, Vista Equity Partners. Vista is a private investment firm that focuses entirely on enterprise software companies and manages $75 billion in assets ac…

Published on 3 months ago

Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5)

Episode 449

Kipp deVeer is the Co-President of Ares Management, a leading global public alternative investment firm that manages $500 billion across credit, private equity, real assets, and infrastructure. Kipp …

Published on 3 months, 1 week ago

[REPLAY] Kipp deVeer – The World of Private Credit at Ares

Episode 329

Kipp deVeer is a Director and Partner of Ares Management, the $30 billon market cap public company (ARES) that manages $360 billion in assets, including $250 billion in credit. Kipp joined Ares twent…

Published on 3 months, 1 week ago