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E224: Ex-CIO of Northern Trust: The Next Decade Belongs to Bonds, Not Stocks
Episode 224
If “fixed income is broken,” what are investors actually missing—and how should they rebuild the 40% to protect and compound through drawdowns? In this episode, I speak with Thomas E. Swaney II, form…
Published on 2 months, 1 week ago
E223: The Art of Capital Allocation at $86 Billion Scale
Episode 223
What are the real playbooks behind managing an $86B alternative asset platform—and where do the next decade’s returns actually come from? In this episode, I sit down with Payton Brooks, Managing Dire…
Published on 2 months, 1 week ago
E222: Why 90% of Managers Fail Before Fund 3
Episode 222
Why do ~90% of first-time managers fail before Fund II/III—and what separates durable fund builders from good investors? In this episode, I unpack that question with Conrad Shang, Founder & Managing …
Published on 2 months, 1 week ago
E221: From Citadel to Family Office CIO: Sid Malhotra’s Investment Lessons
Episode 221
What really happens inside the hidden world of family offices—and why do they invest so differently from institutions? In this episode, I explore that question with Sid Malhotra, Chief Investment Off…
Published on 2 months, 2 weeks ago
E220: Why Family Offices Quietly 5x’d Their Alt Allocations
Episode 220
Why is up to “$150 trillion” poised to migrate from public to private markets—and what will unlock that shift for RIAs and family offices? In this episode, I examine that question with David Sawyer, …
Published on 2 months, 2 weeks ago
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 Mike Ma, Managing Partner at Sidecut Ventures, on h…
Published on 2 months, 2 weeks ago
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” Hughes, Jr., legendary family wealth advisor and …
Published on 2 months, 3 weeks ago
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, I go deep with Brian Miller, Senior Investment Off…
Published on 2 months, 3 weeks ago
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? In this episode, I go deep with Paul Cohn, Co-Fo…
Published on 2 months, 3 weeks ago
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 and Managing Partner of Deciens Capital, on his m…
Published on 2 months, 4 weeks ago