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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…
7 months 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”…
7 months 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, …
7 months 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…
7 months, 1 week 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…
7 months, 1 week 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 …
7 months, 1 week 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, …
7 months, 2 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…
7 months, 2 weeks ago
E211: Disrupting The $100 Trillion Bond Market
Episode 211
What would the bond market look like if it were built today? In this episode, I speak with Dylan Parker, CEO & Co-Founder of Moment, the operating s…
7 months, 2 weeks ago
E210: How Startups Can Avoid Being Disrupted by OpenAI w/Eric Olson
Episode 210
What does it take to build an AI-native search engine for science? In this episode, I spoke with Eric Olson, Co-founder & CEO of Consensus, the platf…
7 months, 3 weeks ago