Podcast Episodes
Back to Search
E327: $7B CIO: The Right Way to Invest in Emerging Markets
Episode 327
What if emerging markets aren’t a trap, but most investors just approach them wrong? In this episode, I sit down with Robert Koenigsberger, Founder …
1 month, 1 week ago
E326: What Happens When AI Starts Replacing Analysts?
Episode 326
Will AI soon write investment memos, analyze deals, and run workflows inside investment firms? In this episode, I speak with Chaz, founder of Model M…
1 month, 1 week ago
E325: Inside the $100B Continuation Vehicle Boom
Episode 325
What if the most compelling private equity opportunities aren’t brand-new deals, but the ones other investors have already “vetted” and are leaving o…
1 month, 1 week ago
E324: How The University of Cambridge Built Their Privates Portfolio
Episode 324
What does it take to build a world-class private equity portfolio for an 800-year-old institution? In this episode, I sit down with Sam Sturge, Head…
1 month, 2 weeks ago
E323: How Billionaires Build Their Portfolios
Episode 323
What changes when wealth stops being about building and starts being about preserving? In this episode, I sit down with Jonathan Dane, CIO and Found…
1 month, 2 weeks ago
E322: How $70 Billion Gets Allocated During Market Chaos
Episode 322
What if one of the most overlooked $700 billion pools of capital in the U.S. is quietly shaping private markets? In this episode, I sit down with J…
1 month, 2 weeks ago
E321: Why Most LPs Have No Idea What’s in Their Portfolio
Episode 321
Why are private markets still managed in spreadsheets when hundreds of billions of dollars are at stake? In this episode, I sit down with Ryan Eisen…
1 month, 2 weeks ago
E320: Why Institutional Capital Avoids the Best Returns
Episode 320
What if the best private equity opportunities are the ones no one else is set up to pursue? In this episode, I sit down with Jeff Collins, Founder an…
1 month, 2 weeks ago
E319: GP Stakes Investing: Liquidity, Alignment, and the Real Risk
Episode 319
Why would an LP invest in the GP instead of the fund… and what problem is GP stakes really solving? In this episode, I sit down with Todd Owens, Man…
1 month, 3 weeks ago
E318: The Biggest Mistake Investors Make When Building a Venture Portfolio
Episode 318
What separates elite venture LPs from everyone else… and why do most family offices underestimate the governance required to win? In this episode, I …
1 month, 3 weeks ago