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E254: How to Build a 100-Year Venture Firm
Episode 254
How do you balance power-law outcomes with real risk management while building a durable venture franchise? In this episode, I speak with Mark Peter Davis (MPD) — Managing Partner of Interplay, entre…
Published on 2 weeks ago
E253: How Great CIOs Think w/Bill Brown
Episode 253
How do the best family offices consistently spot power-law opportunities and avoid the trap of “fake busy” work? In this episode, I’m joined with William (Bill) Brown, CIO of the Terrace Tower Group,…
Published on 2 weeks, 1 day ago
E252: Inside the Mind of a 29-Year-Old Billion-Dollar Fund Manager
Episode 252
How do you scale from a $10M first fund to managing over $1.5B — all in one of the most capacity-constrained asset classes on earth? In this episode, I talk with Eva Shang, Co-founder and General Fou…
Published on 2 weeks, 2 days ago
E251: Why 95% of Funds Don’t Pass LP Diligence w/Alex Edelson
Episode 251
What does it actually take for an emerging manager to convince a top LP to invest? In this episode, I’m joined by Alex Edelson, Founder of Slipstream, and one of the most respected LPs backing elite …
Published on 2 weeks, 5 days ago
E250: The GP Fundraising Playbook: From First Meeting to Final Close
Episode 250
What does it really take to raise a venture fund—and why does fundraising never get easier, even at Fund 5 or Fund 6? In this episode, I talk with Yasmine Lacaillade, Founder of Sinefine and one of t…
Published on 3 weeks ago
E249: How LPs Unlock Liquidity Without Selling
Episode 249
How do LPs unlock liquidity from private-fund positions without selling at a discount? In this episode, I talk with Alex Simpson, Co-founder of Liquid LP, a platform that provides NAV loans backed by…
Published on 3 weeks, 1 day ago
E248: The Institutionalization of GP Stakes: What Comes Next
Episode 248
What makes a GP interest valuable — and how do you evaluate a manager beyond the fund they’re raising today? In this episode, I talk with Mark Wade, CAIA, Partner at CAZ Investments, about how his te…
Published on 3 weeks, 2 days ago
E247: Why Wall Street Is Wrong About AI w/ Dan Ives
Episode 247
Is traditional valuation dead for the biggest winners of the AI era? Or have investors simply been looking in the wrong place? In this episode, I talk with Dan Ives, Managing Director and Global Head…
Published on 3 weeks, 5 days ago
E246: Private Equity in 2025: Fees, Rates, and the Law of Large Numbers
Episode 246
Is private equity still worth it — or has the industry scaled its way into mediocre returns? In this episode, I talk with Nolan Bean, CFA, CAIA, Chief Investment Officer and Head of Portfolio Managem…
Published on 3 weeks, 6 days ago
E245: From $0 to Billions in a Regulated Market
Episode 245
How do you build a multibillion-dollar company from scratch, walk away at the peak, and reinvent your life around purpose, generosity, and impact? In this episode, I talk with Pete Kadens, one of Ame…
Published on 4 weeks, 1 day ago