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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…
1 year 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…
1 year 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…
1 year 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…
1 year 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…
1 year 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 …
1 year 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…
1 year 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 …
1 year 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 …
1 year ago
E180: How J.P. Morgan Asset Management Picks Winners in VC & Private Equity
Episode 180
What does it take to allocate billions in private markets—and what sets a top-tier LP apart? In this episode, I speak with Patrick Miller, Executive …
1 year ago