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E190: $600 Billion Parametric CIO: Thomas Lee on Markets, Debt & Trust
Episode 190
In this episode of How I Invest, I spoke with Thomas Lee, Co-President and CIO of Parametric, a $600 billion asset manager within Morgan Stanley Inve…
9 months ago
E189: Inside the Goldman Sachs Prop Desk: Lessons from a Top Trader w/Nancy Davis
Episode 189
Nancy Davis spent nearly a decade on Goldman Sachs’ legendary prop desk before founding Quadratic Capital, the firm behind the popular iVol ETF. In t…
9 months, 1 week ago
E188: The CAZ Way: Alignment, Access & Asymmetric Upside
Episode 188
Mark Wade leads strategy and investments at CAZ Investments, a Houston-based firm managing approximately $10 billion in assets. In this episode, we u…
9 months, 1 week ago
E187: Why Holding Companies Beat Private Equity w/Matt Foran
Episode 187
What if Berkshire Hathaway were built today, with the best of technology and long-term thinking baked into its DNA? That’s the question Matt Foran an…
9 months, 1 week ago
E186: Where’s the Alpha Opportunity in VC in 2025? w/Abe Finkelstein
Episode 186
What’s the playbook for building a resilient, multi-billion‑dollar venture firm that weathers every market cycle? In this episode, Abe Finkelstein, C…
9 months, 2 weeks ago
E185: Why Institutional Investors Invest into C-Class Real Estate w/Amy Rubinstein
Episode 185
I spoke with Amy Rubenstein, CEO of Clear Investment Group, about how she built a thriving real estate platform by focusing on one of the most overlo…
9 months, 2 weeks ago
E184: How Casper Hit $100M in Year One: The Untold Startup Playbook
Episode 184
Philip Krim is best known as the co-founder and former CEO of Casper, one of the fastest-growing direct-to-consumer (DTC) startups in history. Under …
9 months, 2 weeks ago
E183: How to Raise Institutional Capital w/iConnections CEO Ron Biscardi
Episode 183
Ron Biscardi is the Co‑Founder & CEO of iConnections, a fintech platform reshaping global capital introduction. With 25+ years in the alternative inv…
9 months, 3 weeks ago
E182: Lessons from 17 Years at Menlo Ventures and Accel w/Tyler Sosin
Episode 182
In this episode, I speak with Tyler Sosin, founder of Villain Capital, a new fund focused on investing in vertical software businesses. Having grown …
9 months, 3 weeks ago
E181: Why Portfolio Construction Beats Manager Selection w/$7 Billion CIO
In this episode, I speak with T.C. Wilson, Chief Investment Officer of The Doctors Company (TDC Group), the nation's largest physician-owned medical …
9 months, 4 weeks ago