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E221: From Citadel to Family Office CIO: Sid Malhotra’s Investment Lessons
Episode 221
What really happens inside the hidden world of family offices—and why do they invest so differently from institutions? In this episode, I explore tha…
5 months ago
E220: Why Family Offices Quietly 5x’d Their Alt Allocations
Episode 220
Why is up to “$150 trillion” poised to migrate from public to private markets—and what will unlock that shift for RIAs and family offices? In this ep…
5 months, 1 week ago
E219: How Emerging Managers Can Beat Multi-Stage Firms
Episode 219
How do you underwrite pre-seed founders when the only durable asset is the human—before there’s product-market fit? In this episode, I go deep with M…
5 months, 1 week ago
E218: How the Rothschilds, Rockefellers, and Fords Built Enduring Legacies
Episode 218
How can families preserve wealth and well-being across five or more generations? In this episode, I dive deep into a conversation with James E. “Jay”…
5 months, 1 week ago
E217: How to Manage $15B: Insights from Sacramento County's Pension Fund
Episode 217
How should a public pension build an active equity and absolute-return program—without diluting alpha or chasing the “hot” manager? In this episode, …
5 months, 1 week ago
E216: How the $100 Billion Continuation Vehicle Trend Is Changing Private Equity
Episode 216
How can continuation vehicles and independent sponsors unlock structural alpha in private equity when traditional buyouts are struggling with low DPI…
5 months, 2 weeks ago
E215: The Pursuit of Uncorrelated Returns in Venture Capital w/Dan Kimerling
Episode 215
Can venture capital be reinvented to deliver alpha without relying on “heroic assumptions”? In this episode, I go deep with Daniel Kimerling, Founder…
5 months, 2 weeks ago
E214: Inside Look into a $14B Multi-Family Office
Episode 214
How can ultra-high-net-worth families invest like endowments—without becoming forced sellers when markets turn? In this episode, I go deep with Greg …
5 months, 2 weeks ago
E213: How Fordham Invests Its $1B Endowment
Episode 213
How do you run a $1B endowment with a lean five-person team — while balancing liquidity, access, and high-conviction relationships? In this episode, …
5 months, 3 weeks ago
E212: Unlocking $175M: Raising Venture & Private Equity Capital with SBICs
Episode 212
How do you use the SBIC program to access long-dated, low-cost leverage—without blowing up risk? In this episode, I speak with Eric Rosiak, CEO & CI…
5 months, 3 weeks ago