Podcast Episodes
Back to SearchWTT: 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 a…
10 months 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 S…
10 months 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 S…
10 months 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, di…
10 months, 1 week 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 overs…
10 months, 1 week 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 …
10 months, 2 weeks 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 fo…
10 months, 2 weeks ago
[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. A…
10 months, 2 weeks 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 inves…
10 months, 2 weeks 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, por…
10 months, 3 weeks ago