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E219: How Emerging Managers Can Beat Multi-Stage Firms
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

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E218: How the Rothschilds, Rockefellers, and Fords Built Enduring Legacies
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

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E217: How to Manage $15B: Insights from Sacramento County's Pension Fund
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

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E216: How the $100 Billion Continuation Vehicle Trend Is Changing Private Equity
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

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E215: The Pursuit of Uncorrelated Returns in Venture Capital w/Dan Kimerling
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

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E214: Inside Look into a $14B Multi-Family Office
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

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E213: How Fordham Invests Its $1B Endowment
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

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E212: Unlocking $175M: Raising Venture & Private Equity Capital with SBICs
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

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E211: Disrupting The $100 Trillion Bond Market
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

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E210: How Startups Can Avoid Being Disrupted by OpenAI w/Eric Olson
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

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